SATG vs SPY

SATG vs SPY

Which is better, SATG or SPY?

Trading-Leveraged Equity against Large Cap Blend.

SPY has a lower expense ratio.

Lower Fees: 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

MetricSATGSPY
Expense Ratio0.75%0.09%Best
AUM$40M$804.7B
Dividend Yield0.00%0.98%
Holdings6505
Fund FamilyLeverage SharesState Street Investment Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionDec 16, 2025Jan 22, 1993

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 87 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SATG has data through Jun 30, 2026 and SPY through Sep 25, 2026.

Fees and Cost Over Time

SATG charges 0.75% per year while SPY charges 0.09%. On a $10,000 position that is $75 vs $9 annually, a gap of $66 per year that compounds over a long holding period. On income, SATG currently yields 0.00% against 0.98% for SPY.

Holdings Overlap

We hold position weights for 2 holdings in SATG and 504 in SPY, totalling 12.0% and 99.9% of the two funds. That is not enough of SATG to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

The two holdings books were reported 124 days apart, SATG as of Apr 30, 2026 and SPY as of Sep 1, 2026, so some of the difference between them is the time between the two reports rather than the funds.

1 positions in common, counted across the 2 positions we hold weights for in SATG and 504 in SPY, against full books of 6 and 505.

Top Shared Holdings

StockWeight in SATGWeight in SPYDifference
SATS'echostar Communications Corp. Class 'a''0.06%0.02%0.04%

You are not choosing between two funds in isolation.

Whichever of SATG and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SATGSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SATG or SPY?

SATG has an expense ratio of 0.75% while SPY charges 0.09%. SPY is the cheaper option, by $66 a year on a $10,000 investment.

Which pays a higher dividend, SATG or SPY?

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

Is SPY better than SATG?

SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.