SPXD vs SPY

SPXD vs SPY

Which is better, SPXD or SPY?

Each has led over a different period.

SPXD led over 1Y, SPY over the full window. SPXD is less concentrated, with 16.7% of the fund in its ten largest positions against 37.8%.

Lower Fees: TiedHigher Returns: splitLess Concentrated: SPXD

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

MetricSPXDSPY
Expense Ratio0.09%Tie0.09%Tie
AUM$7M$804.7B
Dividend Yield1.35%0.98%
Holdings507505
YTD Return+12.52%Best+10.96%
1Y Return+16.59%Best+15.52%
3Y Return (annualized)-+20.73%
5Y Return (annualized)-+12.53%
Volatility (annualized)9.8%Best12.6%
Max Drawdown-7.5%Best-8.9%
$10,000 over 1.1 years$11,794$11,926Best
Top 10 Weight16.7%Best37.8%
Fund FamilyXtrackers ETFsState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 23, 2025Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Jul 24, 2025 to Sep 16, 2026 (1.1 years).

SPXD vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.1 years both funds cover.

SPXD vs SPY Performance

Xtrackers S&P 500 Diversified Sector Weight ETF (SPXD) is an ETF from Xtrackers ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year SPXD returned +16.59% while SPY returned +15.52%. Year to date, SPXD is up 12.52% versus a gain of 10.96% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 9.8% for SPXD. 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 -7.5% for SPXD and -8.9% 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPXD charges 0.09% per year while SPY charges 0.09%. On a $10,000 position that is $9 vs $9 annually. On income, SPXD currently yields 1.35% against 0.98% for SPY.

Holdings Overlap

SPXD already in SPY98.1%
SPY already in SPXD98.9%

98.1% of SPXD's money is in holdings SPY also owns. 98.9% of SPY's money is in holdings SPXD also owns.

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

494 positions in common, counted across the 503 positions we hold weights for in SPXD and 504 in SPY, against full books of 507 and 505.

What only one of them owns

Our book lists 7 positions for SPY that do not appear in our book for SPXD (0.6% of the fund), and 4 for SPXD that do not appear in SPY (0.6%).

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 SPXDWeight in SPYDifference
AAPLApple, Inc1.05%7.26%6.21%
NVDANvidia Corp0.28%8.01%7.73%
MSFTMicrosoft Corp1.20%5.66%4.46%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity3.81%1.40%2.41%
AMZNAmazon.Com Inc0.62%3.79%3.17%
GOOGLAlphabet Inc,class A0.46%2.99%2.53%
AVGOBroadcom Inc0.32%2.66%2.34%
GOOGAlphabet Inc0.37%2.39%2.02%
METAMeta Platforms Inc0.69%1.93%1.24%
ABTAbbott Laboratories2.18%0.29%1.89%

98.9% of SPY is already inside SPXD.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SPXDSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPXD or SPY?

SPXD has an expense ratio of 0.09% while SPY charges 0.09%. At the precision these are quoted to, they cost the same.

Which performed better, SPXD or SPY?

Over the past year SPXD returned +16.59% vs +15.52% for SPY, so SPXD leads on 1-year performance. Over the longest common window we track (1 years), SPXD annualized +16.18% vs +17.37% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SPXD or SPY?

SPY has been the more volatile fund at 12.6% annualized versus 9.8% for SPXD. Worst drawdown: SPXD -7.5% vs SPY -8.9%.

Should I hold both SPXD and SPY?

SPXD and SPY have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SPXD and SPY?

98.9% of SPY's money is in holdings SPXD also owns. 98.9% of SPY's is in holdings SPXD also owns. They hold 494 positions in common, counted across the 503 positions we hold weights for in SPXD and 504 in SPY.

Which pays a higher dividend, SPXD or SPY?

SPXD yields 1.35% while SPY yields 0.98%, so SPXD currently pays the higher dividend yield.

Is SPY better than SPXD?

SPXD led over 1Y, SPY over the full window. SPXD is less concentrated, with 16.7% 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.