PBCS vs SPY
Portfolio Building Block World Consumer Staples ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, PBCS or SPY?
SPY costs less.
SPY has a lower expense ratio. SPY is less concentrated, with 38.2% of the fund in its ten largest positions against 59.1%.
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
| Metric | PBCS | SPY |
|---|---|---|
| Expense Ratio | 0.14% | 0.09%Best |
| AUM | $1M | $823.2B |
| Dividend Yield | 0.00% | 0.99% |
| Holdings | 69 | 1,515 |
| YTD Return | +6.95% | +12.59%Best |
| 1Y Return | - | +16.78% |
| 3Y Return (annualized) | - | +22.00% |
| 5Y Return (annualized) | - | +12.80% |
| Top 10 Weight | 59.1% | 38.2%Best |
| Fund Family | Portfolio Building Block ETFs | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 24, 2026 | Jan 22, 1993 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
PBCS 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.
PBCS vs SPY Performance
Portfolio Building Block World Consumer Staples ETF (PBCS) is an ETF from Portfolio Building Block ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, PBCS is up 6.95% versus a gain of 12.59% for SPY.
Past performance does not guarantee future results.
Fees and Cost Over Time
PBCS charges 0.14% per year while SPY charges 0.09%. On a $10,000 position that is $14 vs $9 annually, a gap of $5 per year that compounds over a long holding period. On income, PBCS currently yields 0.00% against 0.99% for SPY.
Holdings Overlap
67.7% of PBCS's money is in holdings SPY also owns. 4.5% of SPY's money is in holdings PBCS also owns.
The two portfolios partly overlap.
31 positions in common, counted across the 69 positions we hold weights for in PBCS and 504 in SPY, against full books of 69 and 1,515.
What only one of them owns
Our book lists 466 positions for SPY that do not appear in our book for PBCS (94.7% of the fund), and 6 for PBCS that do not appear in SPY (2.1%).
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
| Stock | Weight in PBCS | Weight in SPY | Difference |
|---|---|---|---|
| WMTWalmart, Inc. | 9.93% | 0.73% | 9.20% |
| COSTCostco Wholesale Corp. | 9.04% | 0.62% | 8.42% |
| KOCoca Cola Co. | 8.21% | 0.52% | 7.69% |
| PGProcter & Gamble Company | 7.53% | 0.52% | 7.01% |
| PMPhilip Morris International Inc. | 6.56% | 0.46% | 6.10% |
| PEPPepsico Inc. | 4.26% | 0.28% | 3.98% |
| MOAltria Group Inc | 2.88% | 0.18% | 2.70% |
| MDLZMondelez International Inc Com A Npv | 1.90% | 0.12% | 1.78% |
| TGTTARGET CORP | 1.77% | 0.11% | 1.66% |
| CLColgate-Palmolive Co | 1.75% | 0.11% | 1.64% |
67.7% of PBCS 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PBCS or SPY?
PBCS has an expense ratio of 0.14% while SPY charges 0.09%. SPY is the cheaper option, by $5 a year on a $10,000 investment.
What is the holdings overlap between PBCS and SPY?
67.7% of PBCS's money is in holdings SPY also owns. 4.5% of SPY's is in holdings PBCS also owns. They hold 31 positions in common, counted across the 69 positions we hold weights for in PBCS and 504 in SPY.
Which pays a higher dividend, PBCS or SPY?
PBCS yields 0.00% while SPY yields 0.99%, so SPY currently pays the higher dividend yield.
Is SPY better than PBCS?
SPY has a lower expense ratio. SPY is less concentrated, with 38.2% of the fund in its ten largest positions against 59.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.