PSTR vs SPYM
PeakShares Sector Rotation ETF vs State Street SPDR Portfolio S&P 500 ETF
Which is better, PSTR or SPYM?
SPYM has been ahead.
SPYM has a lower expense ratio. SPYM led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. SPYM is less concentrated, with 39.0% of the fund in its ten largest positions against 56.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | PSTR | SPYM |
|---|---|---|
| Expense Ratio | 1.06% | 0.02%Best |
| AUM | $67M | $185.2B |
| Dividend Yield | 4.95% | 1.01% |
| Holdings | 340 | 509 |
| YTD Return | +12.31% | +13.57%Best |
| 1Y Return | +15.84% | +17.53%Best |
| 3Y Return (annualized) | - | +22.46% |
| 5Y Return (annualized) | - | +13.29% |
| Volatility (annualized) | 7.8%Best | 11.6% |
| Max Drawdown | -13.7%Best | -18.7% |
| $10,000 over 2.5 years | $14,552 | $15,939Best |
| Top 10 Weight | 56.4% | 39.0%Best |
| Fund Family | PeakShares LLC | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Apr 30, 2024 | Nov 8, 2005 |
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Apr 30, 2024 to Oct 14, 2026 (2.5 years).
PSTR vs SPYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.5 years both funds cover.
PSTR vs SPYM Performance
PeakShares Sector Rotation ETF (PSTR) is an ETF from PeakShares LLC and State Street SPDR Portfolio S&P 500 ETF (SPYM) is an ETF from State Street Investment Management. Over the past year PSTR returned +15.84% while SPYM returned +17.53%. Year to date, PSTR is up 12.31% versus a gain of 13.57% for SPYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SPYM has been the more volatile fund, with annualized monthly volatility of 11.6% compared with 7.8% for PSTR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -13.7% for PSTR and -18.7% for SPYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
PSTR charges 1.06% per year while SPYM charges 0.02%. On a $10,000 position that is $106 vs $2 annually, a gap of $104 per year that compounds over a long holding period. On income, PSTR currently yields 4.95% against 1.01% for SPYM.
Holdings Overlap
28.4% of PSTR's money is in holdings SPYM also owns. 46.0% of SPYM's money is in holdings PSTR also owns.
The two portfolios partly overlap.
52 positions in common, counted across the 101 positions we hold weights for in PSTR and 505 in SPYM, against full books of 340 and 509.
What only one of them owns
Our book lists 447 positions for SPYM that do not appear in our book for PSTR (53.4% of the fund), and 41 for PSTR that do not appear in SPYM (68.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in PSTR | Weight in SPYM | Difference |
|---|---|---|---|
| NVDANvidia Corp | 1.97% | 8.49% | 6.52% |
| MSFTMicrosoft Corp | 2.79% | 5.76% | 2.97% |
| AAPLApple, Inc | 0.74% | 7.30% | 6.56% |
| AMZNAmazon.Com Inc | 1.46% | 3.70% | 2.24% |
| METAMeta Platforms Inc | 2.47% | 2.41% | 0.06% |
| GOOGAlphabet Inc. C | 1.44% | 2.42% | 0.98% |
| MUMicron Technology, Inc. | 1.24% | 1.82% | 0.58% |
| AVGOBroadcom Inc | 0.26% | 2.53% | 2.27% |
| AMDAdvanced Micro Devices Inc | 0.37% | 1.55% | 1.18% |
| MRKMerck & Company Inc | 0.84% | 0.53% | 0.31% |
46.0% of SPYM is already inside PSTR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PSTR or SPYM?
PSTR has an expense ratio of 1.06% while SPYM charges 0.02%. SPYM is the cheaper option, by $104 a year on a $10,000 investment.
Which performed better, PSTR or SPYM?
Over the past year PSTR returned +15.84% vs +17.53% for SPYM, so SPYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PSTR or SPYM?
SPYM has been the more volatile fund at 11.6% annualized versus 7.8% for PSTR. Worst drawdown: PSTR -13.7% vs SPYM -18.7%.
Should I hold both PSTR and SPYM?
PSTR and SPYM have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between PSTR and SPYM?
46.0% of SPYM's money is in holdings PSTR also owns. 46.0% of SPYM's is in holdings PSTR also owns. They hold 52 positions in common, counted across the 101 positions we hold weights for in PSTR and 505 in SPYM.
Which pays a higher dividend, PSTR or SPYM?
PSTR yields 4.95% while SPYM yields 1.01%, so PSTR currently pays the higher dividend yield.
Is SPYM better than PSTR?
SPYM has a lower expense ratio. SPYM led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. SPYM is less concentrated, with 39.0% of the fund in its ten largest positions against 56.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.