SPY vs SUPL

SPY vs SUPL
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Quick Verdict

SPY has a lower expense ratio. SUPL delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SUPLMore Diversified: SPY

Side-by-Side Comparison

MetricSPYSUPLWinner
Expense Ratio0.09%0.58%
AUM$821.1B$2M
Dividend Yield1.01%2.51%
Holdings50541
YTD Return+14.24%+19.70%
1Y Return+21.71%+28.66%
3Y Return (annualized)+22.10%+9.24%
5Y Return (annualized)+13.21%-
Volatility (annualized)15.3%20.0%
Max Drawdown-56.5%-24.4%
Fund FamilyState Street Investment ManagementProShares
CategoryEquityEquity
InceptionJan 22, 1993Apr 6, 2022

SPY vs SUPL Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and ProShares Supply Chain Logistics ETF (SUPL) is a ETF from ProShares. Over the past year SPY returned +21.71% while SUPL returned +28.66%. Year to date, SPY is up 14.24% versus a gain of 19.70% for SUPL.

Over three years, SPY compounded at +22.10% per year against +9.24% for SUPL. Across the full 4-year window we track, SPY has the edge at +8.86% annualized vs +6.82%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SUPL has been the more volatile fund, with annualized monthly volatility of 20.0% compared with 15.3% 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 -56.5% for SPY and -24.4% for SUPL. 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 0.81. 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%overlap

SPY and SUPL share 10 holdings out of 534 unique holdings combined, representing a 0.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in SUPLDifference
UNP0.26%4.69%4.43%
CSX0.14%4.69%4.55%
NSC0.12%4.65%4.53%
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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. On a $10,000 investment, that is $49 per year of difference.

Which performed better, SPY or SUPL?

Over the past year SPY returned +21.71% vs +28.66% for SUPL, so SUPL leads on 1-year performance. Over the longest common window we track (4 years), SPY annualized +8.86% vs +6.82% for SUPL. Past performance does not guarantee future results.

Which is riskier, SPY or SUPL?

SUPL has been the more volatile fund at 20.0% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs SUPL -24.4%.

Should I hold both SPY and SUPL?

SPY and SUPL have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and SUPL?

SPY and SUPL share 10 common holdings with a 0.9% weight overlap. Combined, they hold 534 unique securities.

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.

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