FPAG vs SPY

FPAG vs SPY

Which is better, FPAG or SPY?

SPY has been ahead.

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.90. FPAG is less concentrated, with 32.8% of the fund in its ten largest positions against 37.8%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: FPAG

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

MetricFPAGSPY
Expense Ratio0.49%0.09%Best
AUM$613M$804.7B
Dividend Yield1.27%0.98%
Holdings65505
YTD Return+10.87%+13.51%Best
1Y Return+17.87%+18.19%Best
3Y Return (annualized)+22.35%+23.29%Best
5Y Return (annualized)-+13.21%
Volatility (annualized)17.0%15.7%Best
Max Drawdown-28.4%-24.5%Best
$10,000 over 4.8 years$17,804$17,888Best
Top 10 Weight32.8%Best37.8%
Fund FamilyFPA Investors FirstState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 16, 2021Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Dec 17, 2021 to Sep 25, 2026 (4.8 years).

FPAG 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 4.8 years both funds cover.

FPAG vs SPY Performance

FPA Global Equity ETF (FPAG) is an ETF from FPA Investors First and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year FPAG returned +17.87% while SPY returned +18.19%. Year to date, FPAG is up 10.87% versus a gain of 13.51% for SPY.

Over three years, FPAG compounded at +22.35% per year against +23.29% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FPAG has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 15.7% 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 -28.4% for FPAG and -24.5% 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FPAG charges 0.49% per year while SPY charges 0.09%. On a $10,000 position that is $49 vs $9 annually, a gap of $40 per year that compounds over a long holding period. On income, FPAG currently yields 1.27% against 0.98% for SPY.

Holdings Overlap

FPAG already in SPY46.4%
SPY already in FPAG16.7%

46.4% of FPAG's money is in holdings SPY also owns. 16.7% of SPY's money is in holdings FPAG also owns.

The two portfolios partly overlap.

26 positions in common, counted across the 65 positions we hold weights for in FPAG and 504 in SPY, against full books of 65 and 505.

What only one of them owns

Our book lists 471 positions for SPY that do not appear in our book for FPAG (82.7% of the fund), and 11 for FPAG that do not appear in SPY (14.0%).

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 FPAGWeight in SPYDifference
AMZNAmazon.Com Inc2.87%3.79%0.92%
GOOGAlphabet Inc3.96%2.39%1.57%
METAMeta Platforms Inc2.96%1.93%1.03%
GOOGLAlphabet Inc,class A1.71%2.99%1.28%
IFFInternational Flavors & Fragrances Inc.3.73%0.03%3.70%
ADIAnalog Devices, Inc.3.33%0.26%3.07%
CCitigroup Inc.3.20%0.34%2.86%
BDXBecton Dickinson And Co.3.17%0.08%3.09%
AJGArthur J Gallagher & Co.2.84%0.10%2.74%
AVGOBroadcom Inc0.21%2.66%2.45%

46.4% of FPAG 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.

FPAGSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FPAG or SPY?

FPAG has an expense ratio of 0.49% while SPY charges 0.09%. SPY is the cheaper option, by $40 a year on a $10,000 investment.

Which performed better, FPAG or SPY?

Over the past year FPAG returned +17.87% vs +18.19% for SPY, so SPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FPAG or SPY?

FPAG has been the more volatile fund at 17.0% annualized versus 15.7% for SPY. Worst drawdown: FPAG -28.4% vs SPY -24.5%.

Should I hold both FPAG and SPY?

FPAG and SPY have a monthly-return correlation of 0.90, 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 FPAG and SPY?

46.4% of FPAG's money is in holdings SPY also owns. 16.7% of SPY's is in holdings FPAG also owns. They hold 26 positions in common, counted across the 65 positions we hold weights for in FPAG and 504 in SPY.

Which pays a higher dividend, FPAG or SPY?

FPAG yields 1.27% while SPY yields 0.98%, so FPAG currently pays the higher dividend yield.

Is SPY better than FPAG?

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.90. FPAG is less concentrated, with 32.8% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.