SOR vs SPY
SOR vs SPY
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SOR vs SPY
Source Capital vs State Street SPDR S&P 500 ETF Trust
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
Quick Verdict
SPY offers more diversification with 505 holdings.
Lower Fees: TiedHigher Returns: TiedMore Diversified: SPY
Side-by-Side Comparison
| Metric | SOR | SPY | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.09% | |
| AUM | - | $814.4B | |
| Dividend Yield | - | 1.01% | |
| Holdings | 0 | 505 | |
| YTD Return | - | +12.60% | |
| 1Y Return | - | +20.83% | |
| 3Y Return (annualized) | - | +20.98% | |
| 5Y Return (annualized) | - | +12.56% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | - | -56.5% | |
| Fund Family | SOURCE CAPITAL /DE/ | State Street Investment Management | |
| Category | - | Equity | |
| Inception | - | Jan 22, 1993 |
SOR vs SPY Performance
Source Capital (SOR) is a ETF from SOURCE CAPITAL /DE/ and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management.
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