Screener
SWP vs SPIN
SWP Growth & Income ETF vs State Street US Equity Premium Income ETF
Key differences
Both SWP and SPIN are alternative ETFs. SWP charges 0.99% a year and SPIN 0.25%. The main difference: SPIN costs 0.74% less per year.
- SPIN costs 0.74% less per year.
- SWP is much larger than SPIN. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| SWP | SPIN | |
|---|---|---|
| Annual cost (TER) | 0.99% | 0.25% |
| Fund size (AUM) | $154M | $47M |
| Since | 2024 | 2024 |
| Dividend yield | 3.94% | 6.42% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +21.1% | +15.8% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 12.08% | 10.89% |
| Max drawdown | -16.41% | -16.85% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.