IGGY vs SPY

IGGY vs SPY

Which is better, IGGY or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y. IGGY is less concentrated, with 36.4% of the fund in its ten largest positions against 38.0%.

Lower Fees: SPYHigher Returns (1Y): SPYLess Concentrated: IGGY

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

MetricIGGYSPY
Expense Ratio0.55%0.09%Best
AUM$4M$804.7B
Dividend Yield0.00%0.98%
Holdings67505
YTD Return-3.11%+11.52%Best
1Y Return-5.06%+17.48%Best
3Y Return (annualized)-+20.62%
5Y Return (annualized)-+12.73%
Volatility (annualized)18.8%13.3%Best
Top 10 Weight36.4%Best38.0%
Fund FamilyAllianceBernstein L.P.State Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionSep 17, 2025Jan 22, 1993

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

IGGY 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.

IGGY vs SPY Performance

AB International Growth ETF (IGGY) is an ETF from AllianceBernstein L.P. and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year IGGY returned -5.06% while SPY returned +17.48%. Year to date, IGGY is down 3.11% versus a gain of 11.52% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IGGY has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 13.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IGGY charges 0.55% per year while SPY charges 0.09%. On a $10,000 position that is $55 vs $9 annually, a gap of $46 per year that compounds over a long holding period. On income, IGGY currently yields 0.00% against 0.98% for SPY.

Holdings Overlap

We hold position weights for 55 holdings in IGGY and 504 in SPY, totalling 98.6% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 55 positions we hold weights for in IGGY and 504 in SPY, against full books of 67 and 505.

What only one of them owns

Our book lists 494 positions for SPY that do not appear in our book for IGGY (99.5% of the fund), and 3 for IGGY that do not appear in SPY (3.6%).

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.

You are not choosing between two funds in isolation.

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

IGGYSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IGGY or SPY?

IGGY has an expense ratio of 0.55% while SPY charges 0.09%. SPY is the cheaper option, by $46 a year on a $10,000 investment.

Which performed better, IGGY or SPY?

Over the past year IGGY returned -5.06% vs +17.48% 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, IGGY or SPY?

IGGY has been the more volatile fund at 18.8% annualized versus 13.3% for SPY.

Should I hold both IGGY and SPY?

IGGY and SPY have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IGGY or SPY?

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

Is SPY better than IGGY?

SPY has a lower expense ratio. SPY led over 1Y. IGGY is less concentrated, with 36.4% of the fund in its ten largest positions against 38.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.