BBHL vs SPY

BBHL vs SPY

Which is better, BBHL or SPY?

SPY has been ahead.

SPY has a lower expense ratio. SPY led over 1Y. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 46.8%.

Lower Fees: SPYHigher Returns (1Y): 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

MetricBBHLSPY
Expense Ratio0.71%0.09%Best
AUM$527M$804.7B
Dividend Yield0.00%0.98%
Holdings48505
YTD Return+5.85%+12.22%Best
1Y Return-+16.97%
3Y Return (annualized)-+21.16%
5Y Return (annualized)-+13.00%
Top 10 Weight46.8%37.8%Best
Fund FamilyBrown Brothers HarrimanState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 17, 2025Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

BBHL 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BBHL vs SPY Performance

BBH Select Large Cap ETF (BBHL) is an ETF from Brown Brothers Harriman and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, BBHL is up 5.85% versus a gain of 12.22% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

BBHL charges 0.71% per year while SPY charges 0.09%. On a $10,000 position that is $71 vs $9 annually, a gap of $62 per year that compounds over a long holding period. On income, BBHL currently yields 0.00% against 0.98% for SPY.

Holdings Overlap

BBHL already in SPY95.7%
SPY already in BBHL46.5%

95.7% of BBHL's money is in holdings SPY also owns. 46.5% of SPY's money is in holdings BBHL also owns.

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

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

What only one of them owns

Measured across the 48 and 504 positions we hold weights for.

SPY holds 453 positions BBHL does not, 52.8% of the fund.

Largest: GOOGL 2.99%, MU 1.60%, TSLA 1.52%, AMD 1.14%, XOM 1.04%

Top Shared Holdings

StockWeight in BBHLWeight in SPYDifference
MSFTMicrosoft Corp7.97%5.66%2.31%
AAPLApple, Inc5.55%7.26%1.71%
NVDANvidia Corp3.22%8.01%4.79%
AMZNAmazon.Com Inc5.32%3.79%1.53%
GOOGAlphabet Inc6.41%2.39%4.02%
MAMastercard Inc4.13%0.71%3.42%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity3.37%1.40%1.97%
AVGOBroadcom Inc1.75%2.66%0.91%
KLACKla Corp3.88%0.34%3.54%
LLYEli Lilly & Co.2.72%1.40%1.32%

95.7% of BBHL 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.

BBHLSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBHL or SPY?

BBHL has an expense ratio of 0.71% while SPY charges 0.09%. SPY is the cheaper option, by $62 a year on a $10,000 investment.

What is the holdings overlap between BBHL and SPY?

95.7% of BBHL's money is in holdings SPY also owns. 46.5% of SPY's is in holdings BBHL also owns. They hold 44 positions in common, counted across the 48 positions we hold weights for in BBHL and 504 in SPY.

Which pays a higher dividend, BBHL or SPY?

BBHL yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than BBHL?

SPY has a lower expense ratio. SPY led over 1Y. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 46.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.