SPY vs TJUN

SPY vs TJUN

Which is better, SPY or TJUN?

Large Cap Blend against Option Writing.

SPY has a lower expense ratio. SPY led over 1Y and the full window.

Lower Fees: SPYHigher Returns: 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

MetricSPYTJUN
Expense Ratio0.09%Best0.95%
AUM$804.7B$10M
Dividend Yield0.98%0.00%
Holdings50510
YTD Return+12.22%Best+1.48%
1Y Return+16.97%Best+5.27%
3Y Return (annualized)+21.16%-
5Y Return (annualized)+13.00%-
Volatility (annualized)11.9%8.3%Best
Max Drawdown-8.9%Best-9.8%
$10,000 over 1.2 years$12,757Best$11,397
Fund FamilyState Street Investment ManagementFirst Trust Portfolios (US)
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionJan 22, 1993Jun 20, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 23, 2025 to Sep 17, 2026 (1.2 years).

SPY vs TJUN 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 covers the 1.2 years both funds cover.

SPY vs TJUN Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and FT Vest Emerging Markets Buffer ETF - June (TJUN) is an ETF from First Trust Portfolios (US). Over the past year SPY returned +16.97% while TJUN returned +5.27%. Year to date, SPY is up 12.22% versus a gain of 1.48% for TJUN.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 11.9% compared with 8.3% for TJUN. 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 -8.9% for SPY and -9.8% for TJUN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SPY charges 0.09% per year while TJUN charges 0.95%. On a $10,000 position that is $9 vs $95 annually, a gap of $86 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.00% for TJUN.

You are not choosing between two funds in isolation.

Whichever of SPY and TJUN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SPYTJUN

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Frequently Asked Questions

Which is cheaper, SPY or TJUN?

SPY has an expense ratio of 0.09% while TJUN charges 0.95%. SPY is the cheaper option, by $86 a year on a $10,000 investment.

Which performed better, SPY or TJUN?

Over the past year SPY returned +16.97% vs +5.27% for TJUN, so SPY leads on 1-year performance. Over the longest common window we track (1 years), SPY annualized +22.50% vs +11.51% for TJUN. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SPY or TJUN?

SPY has been the more volatile fund at 11.9% annualized versus 8.3% for TJUN. Worst drawdown: SPY -8.9% vs TJUN -9.8%.

Should I hold both SPY and TJUN?

SPY and TJUN have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SPY or TJUN?

SPY yields 0.98% while TJUN yields 0.00%, so SPY currently pays the higher dividend yield.

Is TJUN better than SPY?

SPY has a lower expense ratio. SPY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.