SPY vs TEC

Quick Verdict

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

Lower Fees: SPYHigher Returns: TECMore Diversified: SPY

Side-by-Side Comparison

MetricSPYTECWinner
Expense Ratio0.09%0.69%
AUM$789.1B$6M
Dividend Yield1.01%0.00%
Holdings50543
YTD Return+13.79%+20.00%
1Y Return+23.66%+32.06%
3Y Return (annualized)+21.40%-
5Y Return (annualized)+13.37%-
Volatility (annualized)15.3%22.8%
Max Drawdown-56.5%-17.5%
Fund FamilyState Street Investment ManagementHarbor Funds
CategoryEquityEquity
InceptionJan 22, 1993Apr 16, 2025

SPY vs TEC Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Harbor Transformative Technologies ETF (TEC) is a ETF from Harbor Funds. Over the past year SPY returned +23.66% while TEC returned +32.06%. Year to date, SPY is up 13.79% versus a gain of 20.00% for TEC.

Risk: Volatility and Drawdowns

TEC has been the more volatile fund, with annualized monthly volatility of 22.8% 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 -17.5% for TEC. 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 0.92. 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 TEC charges 0.69%. On a $10,000 position that is $9 vs $69 annually, a gap of $60 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.00% for TEC.

Holdings Overlap

38.9%overlap

SPY and TEC share 29 holdings out of 516 unique holdings combined, representing a 38.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in TECDifference
NVDA7.31%7.95%0.64%
AAPL7.09%7.97%0.88%
AVGO2.73%7.22%4.49%
GOOGProProPro
AMZNProProPro
MSFTProProPro
AMDProProPro
METAProProPro
LRCXProProPro
TSLAProProPro
See all 10 holdings SPY shares with TEC
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, SPY or TEC?

SPY has an expense ratio of 0.09% while TEC charges 0.69%. SPY is the cheaper option. On a $10,000 investment, that is $60 per year of difference.

Which performed better, SPY or TEC?

Over the past year SPY returned +23.66% vs +32.06% for TEC, so TEC leads on 1-year performance. Over the longest common window we track (1 years), SPY annualized +8.85% vs +52.61% for TEC. Past performance does not guarantee future results.

Which is riskier, SPY or TEC?

TEC has been the more volatile fund at 22.8% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs TEC -17.5%.

Should I hold both SPY and TEC?

SPY and TEC have a monthly-return correlation of 0.92, 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 TEC?

SPY and TEC share 29 common holdings with a 38.9% weight overlap. Combined, they hold 516 unique securities.

Which pays a higher dividend, SPY or TEC?

SPY yields 1.01% while TEC yields 0.00%, so SPY currently pays the higher dividend yield.

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