AGRW vs SPY

AGRW vs SPY

Which is better, AGRW or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 52.8%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAGRWSPY
Expense Ratio0.35%0.09%Best
AUM$115M$814.4B
Dividend Yield0.12%1.01%
Holdings51505
YTD Return+9.41%+13.34%Best
1Y Return+12.27%+19.97%Best
3Y Return (annualized)-+21.20%
5Y Return (annualized)-+12.81%
Volatility (annualized)16.7%11.9%Best
Max Drawdown-16.5%-12.4%Best
$10,000 over 1.4 years$13,315$13,650Best
Top 10 Weight52.8%38.0%Best
Fund FamilyAllspring Global InvestmentsState Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 26, 2025Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Mar 27, 2025 to Sep 4, 2026 (1.4 years).

AGRW vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.4 years both funds cover.

AGRW vs SPY Performance

Allspring LT Large Growth ETF (AGRW) is an ETF from Allspring Global Investments and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year AGRW returned +12.27% while SPY returned +19.97%. Year to date, AGRW is up 9.41% versus a gain of 13.34% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AGRW has been the more volatile fund, with annualized monthly volatility of 16.7% compared with 11.9% for SPY. 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 -16.5% for AGRW and -12.4% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

AGRW charges 0.35% per year while SPY charges 0.09%. On a $10,000 position that is $35 vs $9 annually, a gap of $26 per year that compounds over a long holding period. On income, AGRW currently yields 0.12% against 1.01% for SPY.

Holdings Overlap

AGRW already in SPY89.0%
SPY already in AGRW42.7%

89.0% of AGRW's money is in holdings SPY also owns. 42.7% of SPY's money is in holdings AGRW also owns.

Most of AGRW is already inside SPY. Owning both mostly buys the same companies twice.

38 positions in common, counted across the 48 positions we hold weights for in AGRW and 504 in SPY, against full books of 51 and 505.

What only one of them owns

Our book lists 458 positions for SPY that do not appear in our book for AGRW (56.8% of the fund), and 8 for AGRW that do not appear in SPY (8.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AGRWWeight in SPYDifference
NVDANvidia Corp.15.16%7.71%7.45%
GOOGAlphabet Inc. C8.74%2.67%6.07%
AAPLApple, Inc4.33%6.83%2.50%
MSFTMicrosoft Corp 4.100 Feb 06 374.00%5.50%1.50%
AMZNAmazon.Com Inc4.20%4.08%0.12%
AVGOBroadcom Inc4.85%2.97%1.88%
METAMeta Platform Inc 3.27%1.94%1.33%
LLYEli Lilly & Co.2.33%1.33%1.00%
MUMicron Technology, Inc.2.13%1.51%0.62%
LRCXLrcx Uw Equity3.01%0.60%2.41%

89.0% of AGRW is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

AGRWSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AGRW or SPY?

AGRW has an expense ratio of 0.35% while SPY charges 0.09%. SPY is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, AGRW or SPY?

Over the past year AGRW returned +12.27% vs +19.97% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (1 years), AGRW annualized +22.69% vs +24.89% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AGRW or SPY?

AGRW has been the more volatile fund at 16.7% annualized versus 11.9% for SPY. Worst drawdown: AGRW -16.5% vs SPY -12.4%.

Should I hold both AGRW and SPY?

AGRW and SPY have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between AGRW and SPY?

89.0% of AGRW's money is in holdings SPY also owns. 42.7% of SPY's is in holdings AGRW also owns. They hold 38 positions in common, counted across the 48 positions we hold weights for in AGRW and 504 in SPY.

Which pays a higher dividend, AGRW or SPY?

AGRW yields 0.12% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

Is SPY better than AGRW?

SPY has a lower expense ratio. SPY led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 52.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.