SPY vs TMF

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

MetricSPYTMFWinner
Expense Ratio0.09%0.90%
AUM$789.1B$2.3B
Dividend Yield1.01%4.08%
Holdings50514
YTD Return+13.75%-16.04%
1Y Return+22.91%-16.79%
3Y Return (annualized)+21.67%-18.37%
5Y Return (annualized)+13.32%-34.13%
Volatility (annualized)15.3%40.7%
Max Drawdown-56.5%-93.3%
Fund FamilyState Street Investment ManagementDirexion Shares ETF Trust
CategoryEquityAlternative
InceptionJan 22, 1993Apr 16, 2009

SPY vs TMF Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) is a ETF from Direxion Shares ETF Trust. Over the past year SPY returned +22.91% while TMF returned -16.79%. Year to date, SPY is up 13.75% versus a loss of 16.04% for TMF.

Over three years, SPY compounded at +21.67% per year against -18.37% for TMF; over five years the annualized figures are +13.32% and -34.13% respectively. Across the full 17-year window we track, SPY has the edge at +8.85% annualized vs -7.98%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TMF has been the more volatile fund, with annualized monthly volatility of 40.7% 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 -93.3% for TMF. 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 TMF charges 0.90%. On a $10,000 position that is $9 vs $90 annually, a gap of $81 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 4.08% for TMF.

Holdings Overlap

0.0%overlap

SPY and TMF share 0 holdings out of 508 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 TMF?

SPY has an expense ratio of 0.09% while TMF charges 0.90%. SPY is the cheaper option. On a $10,000 investment, that is $81 per year of difference.

Which performed better, SPY or TMF?

Over the past year SPY returned +22.91% vs -16.79% for TMF, so SPY leads on 1-year performance. Over the longest common window we track (17 years), SPY annualized +8.85% vs -7.98% for TMF. Past performance does not guarantee future results.

Which is riskier, SPY or TMF?

TMF has been the more volatile fund at 40.7% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs TMF -93.3%.

Should I hold both SPY and TMF?

SPY and TMF 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 TMF?

SPY and TMF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, SPY or TMF?

SPY yields 1.01% while TMF yields 4.08%, so TMF currently pays the higher dividend yield.

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