FLAG vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricFLAGSPYWinner
Expense Ratio0.29%0.09%
AUM$2M$789.1B
Dividend Yield0.00%1.01%
Holdings52505
YTD Return-20.87%+13.79%
1Y Return-24.16%+23.66%
3Y Return (annualized)-+21.40%
5Y Return (annualized)-+13.37%
Volatility (annualized)13.6%15.3%
Max Drawdown-43.9%-56.5%
Fund FamilyGlobal X by mirae AssetState Street Investment Management
CategoryEquityEquity
InceptionApr 15, 2025Jan 22, 1993

FLAG vs SPY Performance

Global X S&P 500 US Market Leaders Top 50 ETF (FLAG) is a ETF from Global X by mirae Asset and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year FLAG returned -24.16% while SPY returned +23.66%. Year to date, FLAG is down 20.87% versus a gain of 13.79% for SPY.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.6% for FLAG. 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 -43.9% for FLAG 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 0.24. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FLAG charges 0.29% per year while SPY charges 0.09%. On a $10,000 position that is $29 vs $9 annually, a gap of $20 per year that compounds over a long holding period. On income, FLAG currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

11.3%overlap

FLAG and SPY share 34 holdings out of 505 unique holdings combined, representing a 11.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FLAGWeight in SPYDifference
NVDA4.33%7.31%2.98%
MSFT4.13%4.43%0.30%
SBUX5.03%0.18%4.85%
LMTProProPro
ADBEProProPro
INTUProProPro
ADPProProPro
UPSProProPro
MCKProProPro
ORLYProProPro
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Frequently Asked Questions

Which is cheaper, FLAG or SPY?

FLAG has an expense ratio of 0.29% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $20 per year of difference.

Which performed better, FLAG or SPY?

Over the past year FLAG returned -24.16% vs +23.66% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), FLAG annualized -10.23% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, FLAG or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 13.6% for FLAG. Worst drawdown: FLAG -43.9% vs SPY -56.5%.

Should I hold both FLAG and SPY?

FLAG and SPY have a monthly-return correlation of 0.24, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLAG and SPY?

FLAG and SPY share 34 common holdings with a 11.3% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, FLAG or SPY?

FLAG yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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