SPC vs SPY

SPC vs SPY

Which is better, SPC or SPY?

Small Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 55.0%.

Lower Fees: SPYHigher Returns: 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

MetricSPCSPY
Expense Ratio0.87%0.09%Best
AUM$22M$804.7B
Dividend Yield5.11%0.98%
Holdings35505
Volatility (annualized)7.3%Best15.7%
Max Drawdown-16.1%Best-24.5%
$10,000 over 4.4 years$11,229$17,122Best
Top 10 Weight55.0%37.8%Best
Fund FamilyCrossingBridgeState Street Investment Management
CategoryEquityEquity
StyleSmall Cap GrowthLarge Cap Blend
InceptionSep 20, 2021Jan 22, 1993

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 237 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SPC has data through Jan 27, 2026 and SPY through Sep 21, 2026.

Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: Sep 21, 2021 to Jan 27, 2026 (4.4 years).

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 7.3% for SPC. 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 -16.1% for SPC and -24.5% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.03. They move largely independently of each other.

Fees and Cost Over Time

SPC charges 0.87% per year while SPY charges 0.09%. On a $10,000 position that is $87 vs $9 annually, a gap of $78 per year that compounds over a long holding period. On income, SPC currently yields 5.11% against 0.98% for SPY.

Holdings Overlap

We hold position weights for 32 holdings in SPC and 504 in SPY, totalling 101.2% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 336 days apart, SPC as of Sep 30, 2025 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.

0 positions in common, counted across the 32 positions we hold weights for in SPC and 504 in SPY, against full books of 35 and 505.

What only one of them owns

Our book lists 497 positions for SPY that do not appear in our book for SPC (99.3% of the fund), and 22 for SPC that do not appear in SPY (63.8%).

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.

You are not choosing between two funds in isolation.

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

SPCSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPC or SPY?

SPC has an expense ratio of 0.87% while SPY charges 0.09%. SPY is the cheaper option, by $78 a year on a $10,000 investment.

Which is riskier, SPC or SPY?

SPY has been the more volatile fund at 15.7% annualized versus 7.3% for SPC. Worst drawdown: SPC -16.1% vs SPY -24.5%.

Should I hold both SPC and SPY?

SPC and SPY have a monthly-return correlation of 0.03, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SPC or SPY?

SPC yields 5.11% while SPY yields 0.98%, so SPC currently pays the higher dividend yield.

Is SPY better than SPC?

SPY has a lower expense ratio. SPY led over 1Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 55.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.