MMKT vs SPY

MMKT vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricMMKTSPYWinner
Expense Ratio0.20%0.09%
AUM$73M$821.1B
Dividend Yield3.73%1.01%
Holdings29505
YTD Return+2.19%+12.22%
1Y Return+3.70%+20.83%
3Y Return (annualized)-+21.70%
5Y Return (annualized)-+12.98%
Volatility (annualized)0.2%15.3%
Max Drawdown-0.0%-56.5%
Fund FamilyTexas CapitalState Street Investment Management
CategoryMoney MarketEquity
InceptionSep 13, 2024Jan 22, 1993

MMKT vs SPY Performance

Texas Capital Government Money Market ETF (MMKT) is a ETF from Texas Capital and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year MMKT returned +3.70% while SPY returned +20.83%. Year to date, MMKT is up 2.19% versus a gain of 12.22% for SPY.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 0.2% for MMKT. 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 -0.0% for MMKT 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 -0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MMKT charges 0.20% per year while SPY charges 0.09%. On a $10,000 position that is $20 vs $9 annually, a gap of $11 per year that compounds over a long holding period. On income, MMKT currently yields 3.73% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

MMKT and SPY share 0 holdings out of 508 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, MMKT or SPY?

MMKT has an expense ratio of 0.20% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, MMKT or SPY?

Over the past year MMKT returned +3.70% vs +20.83% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), MMKT annualized +3.99% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, MMKT or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 0.2% for MMKT. Worst drawdown: MMKT -0.0% vs SPY -56.5%.

Should I hold both MMKT and SPY?

MMKT and SPY have a monthly-return correlation of -0.04, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MMKT and SPY?

MMKT and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, MMKT or SPY?

MMKT yields 3.73% while SPY yields 1.01%, so MMKT currently pays the higher dividend yield.

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