SPGM vs TYLG

SPGM vs TYLG
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Quick Verdict

SPGM has a lower expense ratio. TYLG delivered stronger 1-year returns. SPGM offers more diversification with 2,985 holdings.

Lower Fees: SPGMHigher Returns: TYLGMore Diversified: SPGM

Side-by-Side Comparison

MetricSPGMTYLGWinner
Expense Ratio0.09%0.60%
AUM$1.8B$15M
Dividend Yield1.81%8.89%
Holdings2,98578
YTD Return+14.45%+21.18%
1Y Return+25.63%+35.64%
3Y Return (annualized)+22.00%+23.66%
5Y Return (annualized)+11.59%-
Volatility (annualized)13.6%15.8%
Max Drawdown-34.0%-24.5%
Fund FamilySPDR State Street Global AdvisorsGlobal X by mirae Asset
CategoryEquityAlternative
InceptionFeb 27, 2012Nov 21, 2022

SPGM vs TYLG Performance

State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) is a ETF from SPDR State Street Global Advisors and Global X Information Technology Covered Call & Growth ETF (TYLG) is a ETF from Global X by mirae Asset. Over the past year SPGM returned +25.63% while TYLG returned +35.64%. Year to date, SPGM is up 14.45% versus a gain of 21.18% for TYLG.

Over three years, SPGM compounded at +22.00% per year against +23.66% for TYLG. Across the full 4-year window we track, TYLG has the edge at +25.12% annualized vs +9.87%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TYLG has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 13.6% for SPGM. 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 -34.0% for SPGM and -24.5% for TYLG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPGM charges 0.09% per year while TYLG charges 0.60%. On a $10,000 position that is $9 vs $60 annually, a gap of $51 per year that compounds over a long holding period. On income, SPGM currently yields 1.81% against 8.89% for TYLG.

Holdings Overlap

17.5%overlap

SPGM and TYLG share 56 holdings out of 2864 unique holdings combined, representing a 17.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPGMWeight in TYLGDifference
NVDA4.02%6.57%2.55%
AAPL3.67%5.81%2.14%
MSFT2.59%4.68%2.09%
AVGOProProPro
AMDProProPro
MUProProPro
CSCOProProPro
AMATProProPro
INTCProProPro
PLTRProProPro
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Frequently Asked Questions

Which is cheaper, SPGM or TYLG?

SPGM has an expense ratio of 0.09% while TYLG charges 0.60%. SPGM is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, SPGM or TYLG?

Over the past year SPGM returned +25.63% vs +35.64% for TYLG, so TYLG leads on 1-year performance. Over the longest common window we track (4 years), SPGM annualized +9.87% vs +25.12% for TYLG. Past performance does not guarantee future results.

Which is riskier, SPGM or TYLG?

TYLG has been the more volatile fund at 15.8% annualized versus 13.6% for SPGM. Worst drawdown: SPGM -34.0% vs TYLG -24.5%.

Should I hold both SPGM and TYLG?

SPGM and TYLG have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPGM and TYLG?

SPGM and TYLG share 56 common holdings with a 17.5% weight overlap. Combined, they hold 2864 unique securities.

Which pays a higher dividend, SPGM or TYLG?

SPGM yields 1.81% while TYLG yields 8.89%, so TYLG currently pays the higher dividend yield.

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