Which returned more over the last year, BDYN or SPYM?

In the year to Oct 9, 2026, with distributions reinvested, BDYN returned +13.2% and SPYM +17.3%.

Which is cheaper, BDYN or SPYM?

SPYM is cheaper, by 0.37 percentage points a year. That is about $37 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do BDYN and SPYM overlap with the S&P 500?

By their latest filed holdings, 67% of BDYN and 100% of SPYM by weight is stocks the S&P 500 already holds.

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BDYN vs SPYM: Differences, Returns & Fees

BDYN and SPYM hold 50% of their weight in the same names, and SPYM returned +17.3% over the year. Net assets: $3.2bn on Oct 9, 2026 for iShares Dynamic Equity Active ETF, and $178.5bn on Oct 8, 2026 for State Street SPDR Portfolio S&P 500 ETF.

SPYM costs 0.37 points a year less; their one-year returns differ by 4.1 points; SPYM is far larger, $178.5bn against $3.1bn.

BDYN vs SPYM: Differences, Returns & Fees
	BDYN	SPYM
Expense ratio	0.39%	0.02%
Net assets, as of Oct 8, 2026	$3.1bn	$178.5bn
Total return, 1 year	+13.2%	+17.3%
What it tracks	No index, actively managed	S&P 500 Index ?
Holdings in common	50%
Top ten holdings, share of the fund	29.6%	39.0%

Holdings in common uses holdings dated Oct 8, 2026 and Oct 9, 2026.

+13.2%

BDYN total return, 1 year

+17.3%

SPYM total return, 1 year

0.39%

BDYN expense ratio

0.02%

SPYM expense ratio

What they hold in common

By the books each fund has filed, BDYN and SPYM hold 50% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 8, 2026 and Oct 9, 2026.

50%

half

50% in common

Positions both hold, largest shared weight first

Holding BDYN SPYM

APPLE 5.76% 7.42%

NVIDIA 4.36% 8.33%

MICROSOFT 3.68% 5.79%

AMAZON.COM INC 2.79% 3.72%

ALPHABET CLASS C 3.42% 2.45%

BROADCOM INC 1.80% 2.56%

META PLATFORMS CLASS A 1.79% 2.37%

MICRON TECHNOLOGY 1.90% 1.75%

ELI LILLY 1.97% 1.40%

ADVANCED MICRO DEVICES 1.14% 1.51%

EXXONMOBIL HOLDINGS CORP 1.11% 1.03%

TESLA INC 1.01% 1.58%

Only in BDYN

SPDR GOLD SHARES 2.18%

ASML HOLDING ADR REPRESENTING 1.34%

UNICREDITO SPA UNSPONSORED ITALY A 1.03%

MITSUBISHI UFJ FINANCIAL GROUP ADS 0.96%

ING GROEP ADR REP 0.87%

ROLLS ROYCE HOLDINGS ADR PLC 0.73%

SPACE EXPLORATION TECHNOLOGIES COR 0.72%

SUNCOR ENERGY INC 0.72%

Only in SPYM

BERKSHIRE HATHAWAY INC CL B 1.42%

CHEVRON CORP 0.62%

PROCTER + GAMBLE CO/THE 0.52%

COCA COLA CO/THE 0.51%

NETFLIX INC 0.45%

RTX CORP 0.37%

WELLS FARGO + CO 0.37%

MORGAN STANLEY 0.33%

Check overlap with more funds →

On the same fields

BDYN

iShares Dynamic Equity Active ETF

SPYM

State Street SPDR Portfolio S&P 500 ETF

Where it sits Stock ETF Stock ETF

Issuer iShares State Street

What it is Actively managed Tracks the S&P 500

Total return, 1 year +13.2% +17.3%

Its benchmark over the same days +16.2% (URTH) +17.3% (IVV)

Gap to its benchmark −3.0 pts vs URTH 0.0 pts vs IVV

Expense ratio 0.39% 0.02%

Already in the S&P 500 67.3% 99.8%

Holdings 371 506

Net assets, BDYN as of Oct 9, 2026 and SPYM as of Oct 8, 2026 $3.2bn $178.5bn

Former ticker none SPLG

BDYN and SPYM on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About BDYN

BDYN is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +13.2% with distributions reinvested, against +16.2% for its benchmark, the MSCI World Index. The prospectus expense ratio is 0.39% a year. By its holdings published by its issuer for Oct 9, 2026, 67% of the fund by weight is stocks the S&P 500 also holds, across 371 positions, with the top ten at 29.6%.

About SPYM

SPYM tracks the S&P 500. Over the year to Oct 9, 2026 it returned +17.3% with distributions reinvested, against +17.3% for its benchmark, the S&P 500 Index ?. The prospectus expense ratio is 0.02% a year. By its holdings published by its issuer for Oct 8, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 506 positions, with the top ten at 39.0%.

Questions people ask

Which returned more over the last year, BDYN or SPYM?: In the year to Oct 9, 2026, with distributions reinvested, BDYN returned +13.2% and SPYM +17.3%.
Which is cheaper, BDYN or SPYM?: SPYM is cheaper, by 0.37 percentage points a year. That is about $37 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do BDYN and SPYM overlap with the S&P 500?: By their latest filed holdings, 67% of BDYN and 100% of SPYM by weight is stocks the S&P 500 already holds.

Other comparisons

BDYN vs SPY BDYN vs VIG BDYN vs ITOT BDYN vs SCHX IYY vs SPYM PTLC vs SPYM SNPE vs SPYM SPYM vs USCL

BDYN on its own →SPYM on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

BDYN filings on SEC EDGAR ↗BDYN prospectus with the expense ratio (SEC) ↗iShares page for BDYN ↗SPYM filings on SEC EDGAR ↗SPYM prospectus with the expense ratio (SEC) ↗State Street website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, BDYN against SPYM, data as of Oct 9, 2026. https://etfiq.com/compare/any/bdyn-vs-spym

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.