SPY vs TECS

SPY vs TECS
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Quick Verdict

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

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricSPYTECSWinner
Expense Ratio0.09%1.01%
AUM$814.4B$66M
Dividend Yield1.01%7.32%
Holdings50512
YTD Return+13.21%-63.49%
1Y Return+19.87%-72.26%
3Y Return (annualized)+21.16%-63.15%
5Y Return (annualized)+12.74%-55.32%
Volatility (annualized)15.3%51.9%
Max Drawdown-56.5%-100.0%
Fund FamilyState Street Investment ManagementDirexion Shares ETF Trust
CategoryEquityAlternative
InceptionJan 22, 1993Dec 17, 2008

SPY vs TECS Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Direxion Daily Technology Bear 3X ETF (TECS) is a ETF from Direxion Shares ETF Trust. Over the past year SPY returned +19.87% while TECS returned -72.26%. Year to date, SPY is up 13.21% versus a loss of 63.49% for TECS.

Over three years, SPY compounded at +21.16% per year against -63.15% for TECS; over five years the annualized figures are +12.74% and -55.32% respectively. Across the full 18-year window we track, SPY has the edge at +8.82% annualized vs -57.76%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TECS has been the more volatile fund, with annualized monthly volatility of 51.9% 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 -100.0% for TECS. 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 -0.82. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPY charges 0.09% per year while TECS charges 1.01%. On a $10,000 position that is $9 vs $101 annually, a gap of $92 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 7.32% for TECS.

Holdings Overlap

0.0%overlap

SPY and TECS share 0 holdings out of 507 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SPY or TECS?

SPY has an expense ratio of 0.09% while TECS charges 1.01%. SPY is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, SPY or TECS?

Over the past year SPY returned +19.87% vs -72.26% for TECS, so SPY leads on 1-year performance. Over the longest common window we track (18 years), SPY annualized +8.82% vs -57.76% for TECS. Past performance does not guarantee future results.

Which is riskier, SPY or TECS?

TECS has been the more volatile fund at 51.9% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs TECS -100.0%.

Should I hold both SPY and TECS?

SPY and TECS have a monthly-return correlation of -0.82, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and TECS?

SPY and TECS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, SPY or TECS?

SPY yields 1.01% while TECS yields 7.32%, so TECS currently pays the higher dividend yield.

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