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SPDF vs SSPY

Defender Risk Adaptive 500 ETF vs Stratified LargeCap Index ETF

SPDF

Defender Risk Adaptive 500 ETF

Annual cost

0.69%

Fund size

$18M

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

Key differences

Both SPDF and SSPY are equity ETFs. SPDF charges 0.69% a year and SSPY 0.45%. The main difference: SPDF follows a active selection strategy; SSPY uses index tracking.

  • SPDF follows a active selection strategy; SSPY uses index tracking.
  • SSPY costs 0.24% less per year.
  • SSPY is much larger than SPDF. Larger funds are usually more liquid and less likely to close.
  • SSPY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPDFSSPY
Annual cost (TER)0.69%0.45%
Fund size (AUM)$18M$125M
Since20262019
Dividend yield1.26%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+21.3%
CAGR 3YN/A+14.9%
CAGR 5YN/A+9.2%
Sharpe 3YN/A0.84
Volatility 1Y10.78%
Max drawdown-4.39%-36.67%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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