SPY vs TDV

Quick Verdict

SPY has a lower expense ratio. TDV delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: TDVMore Diversified: SPY

Side-by-Side Comparison

MetricSPYTDVWinner
Expense Ratio0.09%0.45%
AUM$789.1B$267M
Dividend Yield1.01%1.01%
Holdings50539
YTD Return+13.68%+19.26%
1Y Return+21.53%+23.75%
3Y Return (annualized)+21.44%+17.64%
5Y Return (annualized)+13.18%+12.13%
Volatility (annualized)15.3%19.1%
Max Drawdown-56.5%-32.8%
Fund FamilyState Street Investment ManagementProShares
CategoryEquityEquity
InceptionJan 22, 1993Nov 5, 2019

SPY vs TDV Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and ProShares S&P Technology Dividend Aristocrats ETF (TDV) is a ETF from ProShares. Over the past year SPY returned +21.53% while TDV returned +23.75%. Year to date, SPY is up 13.68% versus a gain of 19.26% for TDV.

Over three years, SPY compounded at +21.44% per year against +17.64% for TDV; over five years the annualized figures are +13.18% and +12.13% respectively. Across the full 7-year window we track, TDV has the edge at +16.41% annualized vs +8.85%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TDV has been the more volatile fund, with annualized monthly volatility of 19.1% 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 -32.8% for TDV. 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 0.95. 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 TDV charges 0.45%. On a $10,000 position that is $9 vs $45 annually, a gap of $36 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 1.01% for TDV.

Holdings Overlap

14.5%overlap

SPY and TDV share 26 holdings out of 515 unique holdings combined, representing a 14.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in TDVDifference
AAPL7.09%2.93%4.16%
MSFT4.43%2.27%2.16%
AVGO2.73%2.32%0.41%
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VProProPro
QCOMProProPro
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Frequently Asked Questions

Which is cheaper, SPY or TDV?

SPY has an expense ratio of 0.09% while TDV charges 0.45%. SPY is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, SPY or TDV?

Over the past year SPY returned +21.53% vs +23.75% for TDV, so TDV leads on 1-year performance. Over the longest common window we track (7 years), SPY annualized +8.85% vs +16.41% for TDV. Past performance does not guarantee future results.

Which is riskier, SPY or TDV?

TDV has been the more volatile fund at 19.1% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs TDV -32.8%.

Should I hold both SPY and TDV?

SPY and TDV have a monthly-return correlation of 0.95, 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 TDV?

SPY and TDV share 26 common holdings with a 14.5% weight overlap. Combined, they hold 515 unique securities.

Which pays a higher dividend, SPY or TDV?

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

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