SPY vs SUPL
State Street SPDR S&P 500 ETF Trust vs ProShares Supply Chain Logistics ETF
Which is better, SPY or SUPL?
Large Cap Blend against Large Cap Growth.
SPY has a lower expense ratio. SPY led over 3Y and the full window, SUPL over 1Y. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 46.4%.
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
| Metric | SPY | SUPL |
|---|---|---|
| Expense Ratio | 0.09%Best | 0.58% |
| AUM | $814.4B | $2M |
| Dividend Yield | 1.01% | 2.51% |
| Holdings | 505 | 40 |
| YTD Return | +13.34% | +17.69%Best |
| 1Y Return | +19.97% | +27.12%Best |
| 3Y Return (annualized) | +21.20%Best | +9.16% |
| 5Y Return (annualized) | +12.81% | - |
| Volatility (annualized) | 15.1%Best | 19.8% |
| Max Drawdown | -19.9%Best | -24.4% |
| $10,000 over 4.4 years | $18,158Best | $13,095 |
| Top 10 Weight | 38.0%Best | 46.4% |
| Fund Family | State Street Investment Management | ProShares |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | Jan 22, 1993 | Apr 6, 2022 |
Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: Apr 7, 2022 to Sep 4, 2026 (4.4 years).
SPY vs SUPL 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 4.4 years both funds cover.
SPY vs SUPL Performance
State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and ProShares Supply Chain Logistics ETF (SUPL) is an ETF from ProShares. Over the past year SPY returned +19.97% while SUPL returned +27.12%. Year to date, SPY is up 13.34% versus a gain of 17.69% for SUPL.
Over three years, SPY compounded at +21.20% per year against +9.16% for SUPL. Across the full 4-year window we track, SPY has the edge at +14.52% annualized vs +6.32%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SUPL has been the more volatile fund, with annualized monthly volatility of 19.8% 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 -19.9% for SPY and -24.4% for SUPL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SPY charges 0.09% per year while SUPL charges 0.58%. On a $10,000 position that is $9 vs $58 annually, a gap of $49 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 2.51% for SUPL.
Holdings Overlap
0.9% of SPY's money is in holdings SUPL also owns. 40.3% of SUPL's money is in holdings SPY also owns.
The two portfolios partly overlap.
10 positions in common, counted across the 504 positions we hold weights for in SPY and 40 in SUPL, against full books of 505 and 40.
What only one of them owns
Our book lists 8 positions for SUPL that do not appear in our book for SPY (11.3% of the fund), and 486 for SPY that do not appear in SUPL (98.5%).
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
| Stock | Weight in SPY | Weight in SUPL | Difference |
|---|---|---|---|
| UNPUnion Pacific Corp | 0.26% | 4.92% | 4.66% |
| CSXCsx Corp. | 0.14% | 4.93% | 4.79% |
| NSCNorfolk Southern Corp | 0.12% | 4.93% | 4.81% |
| UPSUnited Parcel Service, Inc | 0.12% | 4.50% | 4.38% |
| FDXFedex Corp | 0.10% | 4.25% | 4.15% |
| ODFLOld Dominion Freig | 0.06% | 4.03% | 3.97% |
| EXPDExpeditors International Of Washington Inc | 0.04% | 3.87% | 3.83% |
| JBHTJb Hunt Transport Services Inc. | 0.03% | 3.30% | 3.27% |
| CHRWCH Robinson Worldwide | 0.03% | 2.95% | 2.92% |
| FDXFFedex Freight Holding Company Inc | 0.02% | 2.61% | 2.59% |
40.3% of SUPL 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SPY or SUPL?
SPY has an expense ratio of 0.09% while SUPL charges 0.58%. SPY is the cheaper option, by $49 a year on a $10,000 investment.
Which performed better, SPY or SUPL?
Over the past year SPY returned +19.97% vs +27.12% for SUPL, so SUPL leads on 1-year performance. Over the longest common window we track (4 years), SPY annualized +14.52% vs +6.32% for SUPL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SPY or SUPL?
SUPL has been the more volatile fund at 19.8% annualized versus 15.1% for SPY. Worst drawdown: SPY -19.9% vs SUPL -24.4%.
Should I hold both SPY and SUPL?
SPY and SUPL have a monthly-return correlation of 0.81, 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 SPY and SUPL?
40.3% of SUPL's money is in holdings SPY also owns. 40.3% of SUPL's is in holdings SPY also owns. They hold 10 positions in common, counted across the 504 positions we hold weights for in SPY and 40 in SUPL.
Which pays a higher dividend, SPY or SUPL?
SPY yields 1.01% while SUPL yields 2.51%, so SUPL currently pays the higher dividend yield.
Is SUPL better than SPY?
SPY has a lower expense ratio. SPY led over 3Y and the full window, SUPL over 1Y. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 46.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.