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SPY vs FITE

State Street SPDR S&P 500 ETF Trust vs State Street SPDR S&P Kensho Future Security ETF

SPY

State Street SPDR S&P 500 ETF Trust

Annual cost

0.09%

Fund size

$783.8B

FITE

State Street SPDR S&P Kensho Future Security ETF

Annual cost

0.45%

Fund size

$154M

Key differences

Both SPY and FITE are equity ETFs. SPY charges 0.09% a year and FITE 0.45%. The main difference: SPY covers North America; FITE covers global markets.

  • SPY covers North America; FITE covers global markets.
  • SPY costs 0.36% less per year.
  • SPY is much larger than FITE. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FITE has delivered higher annualized returns.
  • SPY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPYFITE
Annual cost (TER)0.09%0.45%
Fund size (AUM)$783.8B$154M
Since19932017
Dividend yield0.98%0.15%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+24.8%+50.3%
CAGR 3Y+21.8%+31.5%
CAGR 5Y+13.5%+16.3%
Sharpe 3Y1.141.17
Volatility 1Y12.29%26.35%
Max drawdown-33.72%-36.90%

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

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