SPY vs TIPC

Quick Verdict

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

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricSPYTIPCWinner
Expense Ratio0.09%0.10%
AUM$789.1B$3M
Dividend Yield1.01%4.02%
Holdings50517
YTD Return+13.79%-0.59%
1Y Return+23.66%+1.15%
3Y Return (annualized)+21.40%-
5Y Return (annualized)+13.37%-
Volatility (annualized)15.3%3.8%
Max Drawdown-56.5%-3.0%
Fund FamilyState Street Investment ManagementNorthern Trust Asset Management
CategoryEquityFixed Income
InceptionJan 22, 1993Mar 1, 2025

SPY vs TIPC Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Northern Trust 2045 Inflation-Linked Distributing Ladder ETF (TIPC) is a ETF from Northern Trust Asset Management. Over the past year SPY returned +23.66% while TIPC returned +1.15%. Year to date, SPY is up 13.79% versus a loss of 0.59% for TIPC.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 3.8% for TIPC. 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 -3.0% for TIPC. 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPY charges 0.09% per year while TIPC charges 0.10%. On a $10,000 position that is $9 vs $10 annually, a gap of $1 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 4.02% for TIPC.

Holdings Overlap

0.0%overlap

SPY and TIPC share 0 holdings out of 517 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 TIPC?

SPY has an expense ratio of 0.09% while TIPC charges 0.10%. SPY is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, SPY or TIPC?

Over the past year SPY returned +23.66% vs +1.15% for TIPC, so SPY leads on 1-year performance. Past performance does not guarantee future results.

Which is riskier, SPY or TIPC?

SPY has been the more volatile fund at 15.3% annualized versus 3.8% for TIPC. Worst drawdown: SPY -56.5% vs TIPC -3.0%.

Should I hold both SPY and TIPC?

SPY and TIPC have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and TIPC?

SPY and TIPC share 0 common holdings with a 0.0% weight overlap. Combined, they hold 517 unique securities.

Which pays a higher dividend, SPY or TIPC?

SPY yields 1.01% while TIPC yields 4.02%, so TIPC currently pays the higher dividend yield.

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