HUSV vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricHUSVSPGM
Fund FamilyFirst Trust Portfolios (US)SPDR State Street Global Advisors
Expense Ratio0.70%0.09%
AUM$75M$1.5B
Dividend Yield1.31%1.80%
Holdings Count1022,954
Inception Date2016-08-242012-02-27
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+1.97%+3.34%
YTD Return+2.44%+2.71%
1-Year Return+3.07%+23.81%
3-Year Return+7.82%+19.04%
5-Year Return+8.85%+12.35%
10-Year Return-+5.47%
Buy Score6876
Momentum Score4659
Value Score4871

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, HUSV or SPGM?

HUSV has an expense ratio of 0.70% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do HUSV and SPGM hold the same stocks?

HUSV and SPGM share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, HUSV or SPGM?

Over the past year, HUSV returned +3.07% while SPGM returned +23.81%. SPGM outperformed over this period. Past performance does not guarantee future results.