The SPY and other index ETFs provide investors a way to own the entire index by owning a single security for a low cost. SPY has anexpense ratioof 0.0945%. While this ratio is low, it is not the lowest among other ETFs that track the S&P 500 Index. SPY’s expense ratio is more th...
SPYIoffers not only high income but also layers of tax efficiency. The fund uses index options, which are taxed favorably as Section 1256 Contracts underIRSrules. Options held at year’s end are treated as if sold at fair market value on the last market day. Any capital gains or losses ...
The fund has a very low expense ratio of 0.09%, which means it is relatively inexpensive to own and hold in a portfolio. Additionally, SPY is highly liquid and is traded on major exchanges, making it easy to buy and sell on demand. Overall, SPY is a popular choice among investors ...
Fund Type Exchange Traded Fund Name As of 12/11/2024 Price Aum/Mkt Cap YIELD Exp Ratio Watchlist SSgA Active Trust - SPDR S&P 500 ETF Trust SPY | ETF $607.46 $533 B 1.15% $6.98 - SPY - Profile Distributions YTD Total Return29.0% ...
StructureETF Expense Ratio0.68% ETF Home PageHome page InceptionAug 30, 2022 Index TrackedACTIVE - No Index Analyst Report FA Report PDF Pending Download the FactSet Analyst Insight Reporthere. ETF Database Themes CategoryLarge Cap Blend Equities ...
Expense ratio: What you pay per year to own a slice of the fund. You can also think of it as your annual management fee, expressed as a percentage of your investment. Stock symbol: An abbreviation used to identify the ETF. In this case, SPY's namesake. Time horizon: Even though you...
Martin Ratio SPY: 18.99 VOO: 19.12 Ulcer Index SPY: 1.87% VOO: 1.86% Daily Std Dev SPY: 12.13% VOO: 12.18% Max Drawdown SPY: -55.19% VOO: -33.99% Current Drawdown SPY: 0.00% VOO: 0.00% Returns By Period The year-to-date returns for both investments are quite close, with SPY havin...
Both VFIAX, a mutual fund, and SPY, an ETF, seek to track the S&P 500. One of the primary differences between the two is that Vanguard's VFIAX has a lower expense ratio of 0.04% versus the SPY's 0.0945%.12 The SPY ETF may have a slight tax advantage over the VFIAX mutual fund ...
Therefore, SPDR S&P 500 ETF allows investors to track the performance of the U.S. economy without having to buy all the stocks listed on the S&P 500 directly. The SPY comes with an 0.09%expense ratio, which is the ETF equivalent of fund management fees. An investor who invests $100,000...
(0.095%) as of January 2023.67The expense ratio is the percentage of a fund's assets that are used for administrative expenses. It's essentially a fee you pay for buying a professionally managed product. Another competitor, iShares Core S&P 500 ETF (IVV), also offers an expense ratio of ...