ODTE vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricODTESPYWinner
Expense Ratio0.76%0.09%
AUM$3M$789.1B
Dividend Yield2.96%1.01%
Holdings8505
YTD Return+8.68%+13.79%
1Y Return-+23.66%
3Y Return (annualized)-+21.40%
5Y Return (annualized)-+13.37%
Volatility (annualized)-15.3%
Max Drawdown-7.0%-56.5%
Fund FamilyVegaShares ETFsState Street Investment Management
CategoryAlternativeEquity
InceptionApr 2, 2026Jan 22, 1993

ODTE vs SPY Performance

VegaShares SPX NDX RTY Premium Income ETF (ODTE) is a ETF from VegaShares ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, ODTE is up 8.68% versus a gain of 13.79% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -7.0% for ODTE and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

ODTE charges 0.76% per year while SPY charges 0.09%. On a $10,000 position that is $76 vs $9 annually, a gap of $67 per year that compounds over a long holding period. On income, ODTE currently yields 2.96% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

ODTE and SPY share 0 holdings out of 507 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, ODTE or SPY?

ODTE has an expense ratio of 0.76% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

What is the holdings overlap between ODTE and SPY?

ODTE and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, ODTE or SPY?

ODTE yields 2.96% while SPY yields 1.01%, so ODTE currently pays the higher dividend yield.

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