SPY vs TMED

SPY vs TMED

Which is better, SPY or TMED?

Large Cap Blend against Large Cap Value.

SPY has a lower expense ratio. TMED led over 1Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 49.0%.

Lower Fees: SPYHigher Returns: TMEDLess 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

MetricSPYTMED
Expense Ratio0.09%Best0.44%
AUM$804.7B$33M
Dividend Yield0.98%0.46%
Holdings505108
YTD Return+12.47%+13.87%Best
1Y Return+17.51%+29.28%Best
3Y Return (annualized)+21.18%-
5Y Return (annualized)+12.88%-
Volatility (annualized)11.9%Best15.4%
Max Drawdown-8.9%Best-11.1%
$10,000 over 1.2 years$12,714$13,365Best
Top 10 Weight38.0%Best49.0%
Fund FamilyState Street Investment ManagementT.Rowe Price
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJan 22, 1993Jun 11, 2025

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 12, 2025 to Sep 11, 2026 (1.2 years).

SPY vs TMED 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 TMED Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and T. Rowe Price Health Care ETF (TMED) is an ETF from T.Rowe Price. Over the past year SPY returned +17.51% while TMED returned +29.28%. Year to date, SPY is up 12.47% versus a gain of 13.87% for TMED.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TMED has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 11.9% 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 -8.9% for SPY and -11.1% for TMED. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.40. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SPY charges 0.09% per year while TMED charges 0.44%. On a $10,000 position that is $9 vs $44 annually, a gap of $35 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.46% for TMED.

Holdings Overlap

SPY already in TMED4.1%
TMED already in SPY62.9%

4.1% of SPY's money is in holdings TMED also owns. 62.9% of TMED's money is in holdings SPY also owns.

The two portfolios partly overlap.

24 positions in common, counted across the 504 positions we hold weights for in SPY and 97 in TMED, against full books of 505 and 108.

What only one of them owns

Our book lists 65 positions for TMED that do not appear in our book for SPY (32.1% of the fund), and 470 for SPY that do not appear in TMED (95.5%).

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 TMEDDifference
LLYEli Lilly & Co.1.33%16.48%15.15%
UNHUnitedhealth Group Inc.0.56%5.74%5.18%
TMOThermo Fisher Scientific Inc0.32%4.37%4.05%
CORCencora, Inc.0.09%3.29%3.20%
GILDGilead Sciences Inc0.25%3.08%2.83%
DHRDanaher Corp.0.18%2.94%2.76%
PODDInsulet Corp0.02%2.98%2.96%
AAgilent Tech In 3.2 10/220.06%2.68%2.62%
SYKStryker Corp 3.375 11/250.17%2.37%2.20%
DXCMDexcom Inc.0.05%2.42%2.37%

62.9% of TMED 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.

SPYTMED

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or TMED?

SPY has an expense ratio of 0.09% while TMED charges 0.44%. SPY is the cheaper option, by $35 a year on a $10,000 investment.

Which performed better, SPY or TMED?

Over the past year SPY returned +17.51% vs +29.28% for TMED, so TMED leads on 1-year performance. Over the longest common window we track (1 years), SPY annualized +22.15% vs +27.34% for TMED. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SPY or TMED?

TMED has been the more volatile fund at 15.4% annualized versus 11.9% for SPY. Worst drawdown: SPY -8.9% vs TMED -11.1%.

Should I hold both SPY and TMED?

SPY and TMED have a monthly-return correlation of 0.40, 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 TMED?

62.9% of TMED's money is in holdings SPY also owns. 62.9% of TMED's is in holdings SPY also owns. They hold 24 positions in common, counted across the 504 positions we hold weights for in SPY and 97 in TMED.

Which pays a higher dividend, SPY or TMED?

SPY yields 0.98% while TMED yields 0.46%, so SPY currently pays the higher dividend yield.

Is TMED better than SPY?

SPY has a lower expense ratio. TMED led over 1Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 49.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.