SPY vs ZINC
SPY vs ZINC
State Street SPDR S&P 500 ETF Trust vs Zacks Income ETF
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | SPY | ZINC | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.55% | |
| AUM | $789.1B | $8M | |
| Dividend Yield | 1.01% | 0.00% | |
| Holdings | 505 | 51 | |
| YTD Return | +13.79% | +3.90% | |
| 1Y Return | +23.66% | - | |
| 3Y Return (annualized) | +21.40% | - | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.3% | - | |
| Max Drawdown | -56.5% | -3.2% | |
| Fund Family | State Street Investment Management | Zacks | |
| Category | Equity | Equity | |
| Inception | Jan 22, 1993 | Jun 2, 2026 |
SPY vs ZINC Performance
State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Zacks Income ETF (ZINC) is a ETF from Zacks. Year to date, SPY is up 13.79% versus a gain of 3.90% for ZINC.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for SPY and -3.2% for ZINC. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SPY charges 0.09% per year while ZINC charges 0.55%. On a $10,000 position that is $9 vs $55 annually, a gap of $46 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.00% for ZINC.
Holdings Overlap
SPY and ZINC share 22 holdings out of 532 unique holdings combined, representing a 4.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SPY | Weight in ZINC | Difference |
|---|---|---|---|
| ES | 0.04% | 5.64% | 5.60% |
| JPM:US | 1.40% | 4.21% | 2.81% |
| MO | 0.19% | 4.74% | 4.55% |
| EIX | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| TROW | Pro | Pro | Pro |
| PNW | Pro | Pro | Pro |
| FITB | Pro | Pro | Pro |
| VLO | Pro | Pro | Pro |
| GIS | Pro | Pro | Pro |
See all 10 holdings SPY shares with ZINC Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, SPY or ZINC?
SPY has an expense ratio of 0.09% while ZINC charges 0.55%. SPY is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
What is the holdings overlap between SPY and ZINC?
SPY and ZINC share 22 common holdings with a 4.4% weight overlap. Combined, they hold 532 unique securities.
Which pays a higher dividend, SPY or ZINC?
SPY yields 1.01% while ZINC yields 0.00%, so SPY currently pays the higher dividend yield.
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