BTA vs SPY

BTA vs SPY

Which is better, BTA or SPY?

We do not have enough on BTA and SPY to separate them.

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

MetricBTASPY
Expense Ratio-0.09%
AUM-$814.4B
Dividend Yield-1.01%
Holdings-505
YTD Price Return-+12.12%
1Y Price Return-+18.05%
3Y Price Return (annualized)-+19.59%
5Y Price Return (annualized)-+11.18%
Volatility (annualized)-15.3%
Max Drawdown--56.5%
Fund FamilyBlackRock Long-Term Municipal Advantage TrustState Street Investment Management
Category-Equity
Style-Large Cap Blend
Inception-Jan 22, 1993

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for BTA. We have no price series for BTA, so there is nothing to compare it against.

BTA vs SPY Performance

BlackRock Long-Term Municipal Advantage Trust (BTA) is an ETF from BlackRock Long-Term Municipal Advantage Trust and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management.

You are not choosing between two funds in isolation.

Whichever of BTA and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BTASPY

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Frequently Asked Questions

Is SPY better than BTA?

We hold very little data on BTA and SPY, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.