SPY vs SUSL

SPY vs SUSL
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Quick Verdict

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

Lower Fees: SPYHigher Returns: SUSLMore Diversified: SPY

Side-by-Side Comparison

MetricSPYSUSLWinner
Expense Ratio0.09%0.10%
AUM$821.1B$1.2B
Dividend Yield1.01%0.95%
Holdings505269
YTD Return+12.68%+13.87%
1Y Return+21.82%+24.61%
3Y Return (annualized)+21.98%+22.61%
5Y Return (annualized)+12.89%+13.10%
Volatility (annualized)15.3%17.0%
Max Drawdown-56.5%-34.3%
Fund FamilyState Street Investment ManagementiShares by BlackRock (US)
CategoryEquityEquity
InceptionJan 22, 1993May 7, 2019

SPY vs SUSL Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and iShares ESG MSCI USA Leaders ETF (SUSL) is a ETF from iShares by BlackRock (US). Over the past year SPY returned +21.82% while SUSL returned +24.61%. Year to date, SPY is up 12.68% versus a gain of 13.87% for SUSL.

Over three years, SPY compounded at +21.98% per year against +22.61% for SUSL; over five years the annualized figures are +12.89% and +13.10% respectively. Across the full 7-year window we track, SUSL has the edge at +16.54% annualized vs +8.81%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SUSL has been the more volatile fund, with annualized monthly volatility of 17.0% 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 -34.3% for SUSL. 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SPY charges 0.09% per year while SUSL charges 0.10%. On a $10,000 position that is $9 vs $10 annually, a gap of $1 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.95% for SUSL.

Holdings Overlap

52.4%overlap

SPY and SUSL share 238 holdings out of 525 unique holdings combined, representing a 52.4% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in SPYWeight in SUSLDifference
NVDA7.71%13.23%5.52%
MSFT5.50%8.00%2.50%
GOOGL3.33%6.26%2.93%
GOOGProProPro
TSLAProProPro
LLYProProPro
AMDProProPro
JNJProProPro
VProProPro
AMATProProPro
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Frequently Asked Questions

Which is cheaper, SPY or SUSL?

SPY has an expense ratio of 0.09% while SUSL charges 0.10%. SPY is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, SPY or SUSL?

Over the past year SPY returned +21.82% vs +24.61% for SUSL, so SUSL leads on 1-year performance. Over the longest common window we track (7 years), SPY annualized +8.81% vs +16.54% for SUSL. Past performance does not guarantee future results.

Which is riskier, SPY or SUSL?

SUSL has been the more volatile fund at 17.0% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs SUSL -34.3%.

Should I hold both SPY and SUSL?

SPY and SUSL have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between SPY and SUSL?

SPY and SUSL share 238 common holdings with a 52.4% weight overlap. Combined, they hold 525 unique securities.

Which pays a higher dividend, SPY or SUSL?

SPY yields 1.01% while SUSL yields 0.95%, so SPY currently pays the higher dividend yield.

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