SPY vs TMET

SPY vs TMET
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

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

Lower Fees: SPYHigher Returns: TMETMore Diversified: SPY

Side-by-Side Comparison

MetricSPYTMETWinner
Expense Ratio0.09%0.48%
AUM$821.1B$13M
Dividend Yield1.01%12.93%
Holdings50520
YTD Return+14.24%+12.70%
1Y Return+21.71%+63.60%
3Y Return (annualized)+22.10%-
5Y Return (annualized)+13.21%-
Volatility (annualized)15.3%22.4%
Max Drawdown-56.5%-22.2%
Fund FamilyState Street Investment ManagementiShares by BlackRock (US)
CategoryEquityCommodity
InceptionJan 22, 1993Sep 26, 2023

SPY vs TMET Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and iShares Transition-Enabling Metals ETF (TMET) is a ETF from iShares by BlackRock (US). Over the past year SPY returned +21.71% while TMET returned +63.60%. Year to date, SPY is up 14.24% versus a gain of 12.70% for TMET.

Risk: Volatility and Drawdowns

TMET has been the more volatile fund, with annualized monthly volatility of 22.4% 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 -22.2% for TMET. 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 -0.10. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPY charges 0.09% per year while TMET charges 0.48%. On a $10,000 position that is $9 vs $48 annually, a gap of $39 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 12.93% for TMET.

Holdings Overlap

0.0%overlap

SPY and TMET share 0 holdings out of 506 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 TMET?

SPY has an expense ratio of 0.09% while TMET charges 0.48%. SPY is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

Which performed better, SPY or TMET?

Over the past year SPY returned +21.71% vs +63.60% for TMET, so TMET leads on 1-year performance. Over the longest common window we track (3 years), SPY annualized +8.86% vs +40.68% for TMET. Past performance does not guarantee future results.

Which is riskier, SPY or TMET?

TMET has been the more volatile fund at 22.4% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs TMET -22.2%.

Should I hold both SPY and TMET?

SPY and TMET have a monthly-return correlation of -0.10, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and TMET?

SPY and TMET share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, SPY or TMET?

SPY yields 1.01% while TMET yields 12.93%, so TMET currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free