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SSPY vs SPDF

Stratified LargeCap Index ETF vs Defender Risk Adaptive 500 ETF

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

SPDF

Defender Risk Adaptive 500 ETF

Annual cost

0.69%

Fund size

$18M

Key differences

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

  • SSPY follows a index tracking strategy; SPDF uses active selection.
  • 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

SSPYSPDF
Annual cost (TER)0.45%0.69%
Fund size (AUM)$125M$18M
Since20192026
Dividend yield1.26%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+21.3%N/A
CAGR 3Y+14.9%N/A
CAGR 5Y+9.2%N/A
Sharpe 3Y0.84N/A
Volatility 1Y10.78%
Max drawdown-36.67%-4.39%

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

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