PBOG vs SPY

PBOG vs SPY

Which is better, PBOG or SPY?

SPY costs less.

SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 68.4%.

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

MetricPBOGSPY
Expense Ratio0.13%0.09%Best
AUM$481M$804.7B
Dividend Yield0.13%0.98%
Holdings40505
YTD Return+38.35%Best+10.96%
1Y Return-+15.52%
3Y Return (annualized)-+20.73%
5Y Return (annualized)-+12.53%
Top 10 Weight68.4%37.8%Best
Fund FamilyPortfolio Building Block ETFsState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 24, 2025Jan 22, 1993

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

PBOG 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.

PBOG vs SPY Performance

Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF (PBOG) 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, PBOG is up 38.35% versus a gain of 10.96% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

PBOG charges 0.13% per year while SPY charges 0.09%. On a $10,000 position that is $13 vs $9 annually, a gap of $4 per year that compounds over a long holding period. On income, PBOG currently yields 0.13% against 0.98% for SPY.

Holdings Overlap

PBOG already in SPY54.0%
SPY already in PBOG2.4%

54.0% of PBOG's money is in holdings SPY also owns. 2.4% of SPY's money is in holdings PBOG also owns.

The two portfolios partly overlap.

11 positions in common, counted across the 35 positions we hold weights for in PBOG and 504 in SPY, against full books of 40 and 505.

What only one of them owns

Our book lists 486 positions for SPY that do not appear in our book for PBOG (97.0% of the fund), and 6 for PBOG that do not appear in SPY (13.6%).

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.

Top Shared Holdings

StockWeight in PBOGWeight in SPYDifference
XOMExxon Mobil Corp.19.65%1.04%18.61%
CVXChevron Corp11.75%0.60%11.15%
COPConocophillips Common Stock USD 0.014.53%0.25%4.28%
EOGEog Resources Inc4.17%0.12%4.05%
OXYOccidental Petroleum Corp.3.13%0.07%3.06%
FANGDiamondback Energy, Inc.3.10%0.06%3.04%
DVNDevon Energy Corporation2.89%0.09%2.80%
EQTEQT Corp.1.64%0.05%1.59%
TPLTexas Pacific Land Trust1.33%0.03%1.30%
EXEExpand Energy Corp1.00%0.04%0.96%

54.0% of PBOG 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.

PBOGSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PBOG or SPY?

PBOG has an expense ratio of 0.13% while SPY charges 0.09%. SPY is the cheaper option, by $4 a year on a $10,000 investment.

What is the holdings overlap between PBOG and SPY?

54.0% of PBOG's money is in holdings SPY also owns. 2.4% of SPY's is in holdings PBOG also owns. They hold 11 positions in common, counted across the 35 positions we hold weights for in PBOG and 504 in SPY.

Which pays a higher dividend, PBOG or SPY?

PBOG yields 0.13% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than PBOG?

SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 68.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.