LRGE 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

MetricLRGESPYWinner
Expense Ratio0.48%0.09%
AUM$362M$789.1B
Dividend Yield0.12%1.01%
Holdings30505
YTD Return+8.50%+13.68%
1Y Return+10.54%+21.53%
3Y Return (annualized)+18.26%+21.44%
5Y Return (annualized)+10.03%+13.18%
Volatility (annualized)18.1%15.3%
Max Drawdown-37.0%-56.5%
Fund FamilyFranklin Templeton Investments (US)State Street Investment Management
CategoryEquityEquity
InceptionMay 22, 2017Jan 22, 1993

LRGE vs SPY Performance

ClearBridge Large Cap Growth ESG ETF (LRGE) is a ETF from Franklin Templeton Investments (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year LRGE returned +10.54% while SPY returned +21.53%. Year to date, LRGE is up 8.50% versus a gain of 13.68% for SPY.

Over three years, LRGE compounded at +18.26% per year against +21.44% for SPY; over five years the annualized figures are +10.03% and +13.18% respectively. Across the full 9-year window we track, LRGE has the edge at +15.44% annualized vs +8.85%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LRGE has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 15.3% 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 -37.0% for LRGE 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

LRGE charges 0.48% per year while SPY charges 0.09%. On a $10,000 position that is $48 vs $9 annually, a gap of $39 per year that compounds over a long holding period. On income, LRGE currently yields 0.12% against 1.01% for SPY.

Holdings Overlap

30.3%overlap

LRGE and SPY share 26 holdings out of 506 unique holdings combined, representing a 30.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LRGEWeight in SPYDifference
NVDA15.38%7.31%8.07%
AAPL8.14%7.09%1.05%
AMZN7.49%3.69%3.80%
METAProProPro
TSLAProProPro
GOOGLProProPro
PANWProProPro
VProProPro
NFLXProProPro
ABNBProProPro
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Frequently Asked Questions

Which is cheaper, LRGE or SPY?

LRGE has an expense ratio of 0.48% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

Which performed better, LRGE or SPY?

Over the past year LRGE returned +10.54% vs +21.53% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (9 years), LRGE annualized +15.44% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, LRGE or SPY?

LRGE has been the more volatile fund at 18.1% annualized versus 15.3% for SPY. Worst drawdown: LRGE -37.0% vs SPY -56.5%.

Should I hold both LRGE and SPY?

LRGE and SPY have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between LRGE and SPY?

LRGE and SPY share 26 common holdings with a 30.3% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, LRGE or SPY?

LRGE yields 0.12% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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