SPY vs TDVI

SPY vs TDVI
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Quick Verdict

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

Lower Fees: SPYHigher Returns: TDVIMore Diversified: SPY

Side-by-Side Comparison

MetricSPYTDVIWinner
Expense Ratio0.09%0.75%
AUM$821.1B$569M
Dividend Yield1.01%7.62%
Holdings50597
YTD Return+12.22%+14.20%
1Y Return+20.83%+22.07%
3Y Return (annualized)+21.70%+16.70%
5Y Return (annualized)+12.98%-
Volatility (annualized)15.3%23.0%
Max Drawdown-56.5%-25.9%
Fund FamilyState Street Investment ManagementFirst Trust Portfolios (US)
CategoryEquityEquity
InceptionJan 22, 1993Aug 9, 2023

SPY vs TDVI Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and FT Vest Technology Dividend Target Income ETF (TDVI) is a ETF from First Trust Portfolios (US). Over the past year SPY returned +20.83% while TDVI returned +22.07%. Year to date, SPY is up 12.22% versus a gain of 14.20% for TDVI.

Over three years, SPY compounded at +21.70% per year against +16.70% for TDVI. Across the full 3-year window we track, TDVI has the edge at +16.07% annualized vs +8.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TDVI has been the more volatile fund, with annualized monthly volatility of 23.0% 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 -25.9% for TDVI. 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPY charges 0.09% per year while TDVI charges 0.75%. On a $10,000 position that is $9 vs $75 annually, a gap of $66 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 7.62% for TDVI.

Holdings Overlap

14.6%overlap

SPY and TDVI share 34 holdings out of 563 unique holdings combined, representing a 14.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in TDVIDifference
MSFT5.50%7.78%2.28%
AVGO2.97%7.84%4.87%
TXN0.39%7.09%6.70%
IBMProProPro
ORCLProProPro
AMATProProPro
QCOMProProPro
ADIProProPro
CSCOProProPro
VZProProPro
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Frequently Asked Questions

Which is cheaper, SPY or TDVI?

SPY has an expense ratio of 0.09% while TDVI charges 0.75%. SPY is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

Which performed better, SPY or TDVI?

Over the past year SPY returned +20.83% vs +22.07% for TDVI, so TDVI leads on 1-year performance. Over the longest common window we track (3 years), SPY annualized +8.79% vs +16.07% for TDVI. Past performance does not guarantee future results.

Which is riskier, SPY or TDVI?

TDVI has been the more volatile fund at 23.0% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs TDVI -25.9%.

Should I hold both SPY and TDVI?

SPY and TDVI have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and TDVI?

SPY and TDVI share 34 common holdings with a 14.6% weight overlap. Combined, they hold 563 unique securities.

Which pays a higher dividend, SPY or TDVI?

SPY yields 1.01% while TDVI yields 7.62%, so TDVI currently pays the higher dividend yield.

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