MFIG vs SPY

MFIG vs SPY

Which is better, MFIG or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 43.3%.

Lower Fees: SPYLess Concentrated: SPY

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

MetricMFIGSPY
Expense Ratio0.50%0.09%Best
AUM$12M$804.7B
Dividend Yield0.00%0.98%
Holdings102505
YTD Return+7.50%+12.09%Best
1Y Return-+16.29%
3Y Return (annualized)-+21.20%
5Y Return (annualized)-+13.37%
Top 10 Weight43.3%37.8%Best
Fund FamilyMotley Fool Asset ManagementState Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionDec 8, 2025Jan 22, 1993

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

MFIG 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.

MFIG vs SPY Performance

Motley Fool Innovative Growth Factor ETF (MFIG) is an ETF from Motley Fool Asset Management and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, MFIG is up 7.50% versus a gain of 12.09% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

MFIG charges 0.50% per year while SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, MFIG currently yields 0.00% against 0.98% for SPY.

Holdings Overlap

MFIG already in SPY76.3%
SPY already in MFIG24.1%

76.3% of MFIG's money is in holdings SPY also owns. 24.1% of SPY's money is in holdings MFIG also owns.

Most of MFIG is already inside SPY. Owning both mostly buys the same companies twice.

34 positions in common, counted across the 100 positions we hold weights for in MFIG and 504 in SPY, against full books of 102 and 505.

What only one of them owns

Measured across the 100 and 504 positions we hold weights for.

SPY holds 463 positions MFIG does not, 75.3% of the fund.

Largest: MSFT 5.66%, AMZN 3.79%, GOOGL 2.99%, AVGO 2.66%, MU 1.60%

Top Shared Holdings

StockWeight in MFIGWeight in SPYDifference
NVDANvidia Corp4.95%8.01%3.06%
AAPLApple, Inc4.99%7.26%2.27%
METAMeta Platforms Inc5.01%1.93%3.08%
GOOGAlphabet Inc4.41%2.39%2.02%
NFLXNetflix, Inc.5.16%0.52%4.64%
CRWDCrowdstrike Holdings Inc4.08%0.33%3.75%
GILDGilead Sciences3.61%0.28%3.33%
UBERUber Technologies Inc3.63%0.23%3.40%
LRCXLrcx Uw Equity3.21%0.55%2.66%
ADBEAdobe Systems3.42%0.18%3.24%

76.3% of MFIG 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.

MFIGSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MFIG or SPY?

MFIG has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option, by $41 a year on a $10,000 investment.

What is the holdings overlap between MFIG and SPY?

76.3% of MFIG's money is in holdings SPY also owns. 24.1% of SPY's is in holdings MFIG also owns. They hold 34 positions in common, counted across the 100 positions we hold weights for in MFIG and 504 in SPY.

Which pays a higher dividend, MFIG or SPY?

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

Is SPY better than MFIG?

SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 43.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.