BLV vs SPY

Quick Verdict

BLV has a lower expense ratio. SPY delivered stronger 1-year returns. BLV offers more diversification with 2765 holdings.

Lower Fees: BLVHigher Returns: SPYMore Diversified: BLV

Side-by-Side Comparison

MetricBLVSPYWinner
Expense Ratio0.03%0.09%
AUM$6.0B$789.1B
Dividend Yield4.72%1.01%
Holdings2,941505
YTD Return-2.87%+13.75%
1Y Return-0.77%+22.91%
3Y Return (annualized)+1.93%+21.67%
5Y Return (annualized)-4.85%+13.32%
Volatility (annualized)11.0%15.3%
Max Drawdown-40.7%-56.5%
Fund FamilyVanguard (US)State Street Investment Management
CategoryFixed IncomeEquity
InceptionApr 3, 2007Jan 22, 1993

BLV vs SPY Performance

Vanguard Long-Term Bond ETF (BLV) is a ETF from Vanguard (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BLV returned -0.77% while SPY returned +22.91%. Year to date, BLV is down 2.87% versus a gain of 13.75% for SPY.

Over three years, BLV compounded at +1.93% per year against +21.67% for SPY; over five years the annualized figures are -4.85% and +13.32% respectively. Across the full 19-year window we track, SPY has the edge at +8.85% annualized vs +0.50%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 11.0% for BLV. 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 -40.7% for BLV and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.20. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BLV charges 0.03% per year while SPY charges 0.09%. On a $10,000 position that is $3 vs $9 annually, a gap of $6 per year that compounds over a long holding period. On income, BLV currently yields 4.72% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

BLV and SPY share 2 holdings out of 3266 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BLVWeight in SPYDifference
LRCX0.01%0.68%0.67%
DUK0.01%0.15%0.14%

Frequently Asked Questions

Which is cheaper, BLV or SPY?

BLV has an expense ratio of 0.03% while SPY charges 0.09%. BLV is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, BLV or SPY?

Over the past year BLV returned -0.77% vs +22.91% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (19 years), BLV annualized +0.50% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, BLV or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 11.0% for BLV. Worst drawdown: BLV -40.7% vs SPY -56.5%.

Should I hold both BLV and SPY?

BLV and SPY have a monthly-return correlation of 0.20, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BLV and SPY?

BLV and SPY share 2 common holdings with a 0.0% weight overlap. Combined, they hold 3266 unique securities.

Which pays a higher dividend, BLV or SPY?

BLV yields 4.72% while SPY yields 1.01%, so BLV currently pays the higher dividend yield.

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