SPY vs TECL

SPY vs TECL

Which is better, SPY or TECL?

Large Cap Blend against Trading-Leveraged Equity.

SPY has a lower expense ratio. TECL led over 1Y, 3Y, 5Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 62.3%.

Lower Fees: SPYHigher Returns: TECLLess Concentrated: SPY

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

MetricSPYTECL
Expense Ratio0.09%Best0.87%
AUM$804.7B$5.7B
Dividend Yield0.98%4.11%
Holdings50587
YTD Return+12.09%+79.26%Best
1Y Return+16.29%+92.70%Best
3Y Return (annualized)+21.20%+68.16%Best
5Y Return (annualized)+13.37%+30.55%Best
Volatility (annualized)14.1%Best59.8%
Max Drawdown-34.1%Best-78.0%
$10,000 over 5 years$18,728$37,921Best
Top 10 Weight37.8%Best62.3%
Fund FamilyState Street Investment ManagementDirexion Shares ETF Trust
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Leveraged Equity
InceptionJan 22, 1993Dec 17, 2008

Volatility and max drawdown are measured over the window both funds cover: Jun 29, 2012 to Sep 18, 2026 (14.2 years).

SPY vs TECL 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 TECL Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Direxion Daily Technology Bull 3X ETF (TECL) is an ETF from Direxion Shares ETF Trust. Over the past year SPY returned +16.29% while TECL returned +92.70%. Year to date, SPY is up 12.09% versus a gain of 79.26% for TECL.

Over three years, SPY compounded at +21.20% per year against +68.16% for TECL; over five years the annualized figures are +13.37% and +30.55% respectively. Across the full 14-year window we track, TECL has the edge at +44.60% annualized vs +13.46%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TECL has been the more volatile fund, with annualized monthly volatility of 59.8% compared with 14.1% 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 -34.1% for SPY and -78.0% for TECL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPY charges 0.09% per year while TECL charges 0.87%. On a $10,000 position that is $9 vs $87 annually, a gap of $78 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 4.11% for TECL.

Holdings Overlap

SPY already in TECL37.5%
TECL already in SPY70.6%

37.5% of SPY's money is in holdings TECL also owns. 70.6% of TECL's money is in holdings SPY also owns.

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

72 positions in common, counted across the 504 positions we hold weights for in SPY and 76 in TECL, against full books of 505 and 87.

What only one of them owns

Our book lists 4 positions for TECL that do not appear in our book for SPY (25.1% of the fund), and 425 for SPY that do not appear in TECL (61.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SPYWeight in TECLDifference
NVDANvidia Corp8.01%10.23%2.22%
AAPLApple, Inc7.26%9.27%2.01%
MSFTMicrosoft Corp5.66%7.23%1.57%
AVGOBroadcom Inc2.66%3.40%0.74%
MUMicron Technology, Inc.1.60%2.81%1.21%
AMDAdvanced Micro Devices Inc1.14%2.77%1.63%
INTCIntel Corporation0.67%2.08%1.41%
CSCOCisco Systems Inc. - Ordinary Shares0.66%2.06%1.40%
PLTRPalantir Technologies Inc0.63%1.96%1.33%
LRCXLam Research Corp0.55%1.72%1.17%

70.6% of TECL 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.

SPYTECL

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Frequently Asked Questions

Which is cheaper, SPY or TECL?

SPY has an expense ratio of 0.09% while TECL charges 0.87%. SPY is the cheaper option, by $78 a year on a $10,000 investment.

Which performed better, SPY or TECL?

Over the past year SPY returned +16.29% vs +92.70% for TECL, so TECL leads on 1-year performance. Over the longest common window we track (14 years), SPY annualized +13.46% vs +44.60% for TECL. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SPY or TECL?

TECL has been the more volatile fund at 59.8% annualized versus 14.1% for SPY. Worst drawdown: SPY -34.1% vs TECL -78.0%.

Should I hold both SPY and TECL?

SPY and TECL have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SPY and TECL?

70.6% of TECL's money is in holdings SPY also owns. 70.6% of TECL's is in holdings SPY also owns. They hold 72 positions in common, counted across the 504 positions we hold weights for in SPY and 76 in TECL.

Which pays a higher dividend, SPY or TECL?

SPY yields 0.98% while TECL yields 4.11%, so TECL currently pays the higher dividend yield.

Is TECL better than SPY?

SPY has a lower expense ratio. TECL led over 1Y, 3Y, 5Y and the full window. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 62.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.