SPLG vs SPY

SPLG vs SPY

Which is better, SPLG or SPY?

Nearly the same fund. SPLG costs less.

SPLG has a lower expense ratio. SPY led over the full window. The two have moved almost in lockstep, correlation 0.95. SPLG is less concentrated, with 36.5% of the fund in its ten largest positions against 37.8%.

Lower Fees: SPLGHigher Returns (full window): SPYLess Concentrated: SPLG

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

MetricSPLGSPY
Expense Ratio0.02%Best0.09%
AUM-$804.7B
Dividend Yield-0.98%
Holdings506505
Volatility (annualized)15.3%15.1%Best
Max Drawdown-55.8%Best-56.5%
$10,000 over 20 years$56,457$59,103Best
Top 10 Weight36.5%Best37.8%
Fund Family-State Street Investment Management
Category-Equity
Style-Large Cap Blend
Inception-Jan 22, 1993

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

The two price series end 319 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SPLG has data through Oct 30, 2025 and SPY through Sep 14, 2026.

Volatility and max drawdown, and the $10,000 over 20 years row, are measured over the window both funds cover: Nov 15, 2005 to Oct 30, 2025 (20 years).

Compare SPLG against instead:SPLG vs QQQSPLG vs VOOSPLG vs VTISPLG vs IVVSPY against:SPY vs RSP

Risk: Volatility and Drawdowns

SPLG has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 15.1% for SPY. 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 -55.8% for SPLG and -56.5% 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SPLG charges 0.02% per year while SPY charges 0.09%. On a $10,000 position that is $2 vs $9 annually, a gap of $7 per year that compounds over a long holding period.

Holdings Overlap

SPLG already in SPY98.2%
SPY already in SPLG96.6%

98.2% of SPLG's money is in holdings SPY also owns. 96.6% of SPY's money is in holdings SPLG also owns.

Most of SPLG is already inside SPY. Owning both mostly buys the same companies twice.

The two holdings books were reported 428 days apart, SPLG as of Jun 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.

469 positions in common, counted across the 506 positions we hold weights for in SPLG and 504 in SPY, against full books of 506 and 505.

What only one of them owns

Our book lists 28 positions for SPY that do not appear in our book for SPLG (2.4% of the fund), and 35 for SPLG that do not appear in SPY (1.8%).

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.

Top Shared Holdings

StockWeight in SPLGWeight in SPYDifference
NVDANvidia Corp7.33%8.01%0.68%
AAPLApple, Inc5.83%7.26%1.43%
MSFTMicrosoft Corp7.03%5.66%1.37%
AMZNAmazon.Com Inc3.94%3.79%0.15%
AVGOBroadcom Inc2.46%2.66%0.20%
METAMeta Platforms Inc3.05%1.93%1.12%
GOOGLAlphabet Inc,class A1.95%2.99%1.04%
GOOGAlphabet Inc1.58%2.39%0.81%
TSLATesla Inc1.69%1.52%0.17%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity1.69%1.40%0.29%

98.2% of SPLG 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.

SPLGSPY

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Frequently Asked Questions

Which is cheaper, SPLG or SPY?

SPLG has an expense ratio of 0.02% while SPY charges 0.09%. SPLG is the cheaper option, by $7 a year on a $10,000 investment.

Which is riskier, SPLG or SPY?

SPLG has been the more volatile fund at 15.3% annualized versus 15.1% for SPY. Worst drawdown: SPLG -55.8% vs SPY -56.5%.

Should I hold both SPLG and SPY?

SPLG and SPY have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between SPLG and SPY?

98.2% of SPLG's money is in holdings SPY also owns. 96.6% of SPY's is in holdings SPLG also owns. They hold 469 positions in common, counted across the 506 positions we hold weights for in SPLG and 504 in SPY.

Is SPY better than SPLG?

SPLG has a lower expense ratio. SPY led over the full window. The two have moved almost in lockstep, correlation 0.95. SPLG is less concentrated, with 36.5% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.