LDUR vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. LDUR offers more diversification with 522 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: LDUR

Side-by-Side Comparison

MetricLDURSPYWinner
Expense Ratio0.54%0.09%
AUM$1.4B$789.1B
Dividend Yield4.37%1.01%
Holdings618505
YTD Return+1.26%+13.10%
1Y Return+3.60%+22.80%
3Y Return (annualized)+5.02%+20.98%
5Y Return (annualized)+2.32%+13.20%
Volatility (annualized)1.9%15.3%
Max Drawdown-8.7%-56.5%
Fund FamilyPIMCO (US)State Street Investment Management
CategoryFixed IncomeEquity
InceptionJan 22, 2014Jan 22, 1993

LDUR vs SPY Performance

PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) is a ETF from PIMCO (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year LDUR returned +3.60% while SPY returned +22.80%. Year to date, LDUR is up 1.26% versus a gain of 13.10% for SPY.

Over three years, LDUR compounded at +5.02% per year against +20.98% for SPY; over five years the annualized figures are +2.32% and +13.20% respectively. Across the full 13-year window we track, SPY has the edge at +8.83% annualized vs +1.08%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 1.9% for LDUR. 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 -8.7% for LDUR and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

LDUR charges 0.54% per year while SPY charges 0.09%. On a $10,000 position that is $54 vs $9 annually, a gap of $45 per year that compounds over a long holding period. On income, LDUR currently yields 4.37% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

LDUR and SPY share 0 holdings out of 1025 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, LDUR or SPY?

LDUR has an expense ratio of 0.54% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, LDUR or SPY?

Over the past year LDUR returned +3.60% vs +22.80% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (13 years), LDUR annualized +1.08% vs +8.83% for SPY. Past performance does not guarantee future results.

Which is riskier, LDUR or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 1.9% for LDUR. Worst drawdown: LDUR -8.7% vs SPY -56.5%.

Should I hold both LDUR and SPY?

LDUR and SPY have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LDUR and SPY?

LDUR and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1025 unique securities.

Which pays a higher dividend, LDUR or SPY?

LDUR yields 4.37% while SPY yields 1.01%, so LDUR currently pays the higher dividend yield.

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