SPY vs TALV

SPY vs TALV

Which is better, SPY or TALV?

Large Cap Blend against Large Cap Value.

SPY has a lower expense ratio. TALV is less concentrated, with 31.7% of the fund in its ten largest positions against 37.8%.

Lower Fees: SPYLess Concentrated: TALV

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

MetricSPYTALV
Expense Ratio0.09%Best0.49%
AUM$804.7B$176M
Dividend Yield0.98%0.43%
Holdings50571
YTD Return+12.09%+12.96%Best
1Y Return+16.29%-
3Y Return (annualized)+21.20%-
5Y Return (annualized)+13.37%-
Top 10 Weight37.8%31.7%Best
Fund FamilyState Street Investment ManagementTransamerica
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJan 22, 1993Dec 15, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

SPY vs TALV 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SPY vs TALV Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Transamerica Large Value Active ETF (TALV) is an ETF from Transamerica. Year to date, SPY is up 12.09% versus a gain of 12.96% for TALV.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while TALV charges 0.49%. On a $10,000 position that is $9 vs $49 annually, a gap of $40 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.43% for TALV.

Holdings Overlap

SPY already in TALV42.1%
TALV already in SPY96.7%

42.1% of SPY's money is in holdings TALV also owns. 96.7% of TALV's money is in holdings SPY also owns.

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

65 positions in common, counted across the 504 positions we hold weights for in SPY and 69 in TALV, against full books of 505 and 71.

What only one of them owns

Measured across the 504 and 69 positions we hold weights for.

SPY holds 432 positions TALV does not, 57.3% of the fund.

Largest: NVDA 8.01%, GOOG 2.39%, TSLA 1.52%, LLY 1.40%, AMD 1.14%

Top Shared Holdings

StockWeight in SPYWeight in TALVDifference
AAPLApple, Inc7.26%4.00%3.26%
MSFTMicrosoft Corp5.66%4.71%0.95%
AMZNAmazon.Com Inc3.79%5.59%1.80%
JPMJpmorgan Chase1.45%4.08%2.63%
GOOGLAlphabet Inc,class A2.99%1.44%1.55%
AVGOBroadcom Inc2.66%1.14%1.52%
XOMExxon Mobil Corp.1.04%2.38%1.34%
METAMeta Platforms Inc1.93%1.13%0.80%
ABBVAbbvie Inc.0.70%2.29%1.59%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity1.40%1.55%0.15%

96.7% of TALV 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.

SPYTALV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or TALV?

SPY has an expense ratio of 0.09% while TALV charges 0.49%. SPY is the cheaper option, by $40 a year on a $10,000 investment.

What is the holdings overlap between SPY and TALV?

96.7% of TALV's money is in holdings SPY also owns. 96.7% of TALV's is in holdings SPY also owns. They hold 65 positions in common, counted across the 504 positions we hold weights for in SPY and 69 in TALV.

Which pays a higher dividend, SPY or TALV?

SPY yields 0.98% while TALV yields 0.43%, so SPY currently pays the higher dividend yield.

Is TALV better than SPY?

SPY has a lower expense ratio. TALV is less concentrated, with 31.7% 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.