SPY vs TMFS

SPY vs TMFS
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. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricSPYTMFSWinner
Expense Ratio0.09%0.85%
AUM$821.1B$60M
Dividend Yield1.01%0.00%
Holdings50534
YTD Return+12.93%+5.00%
1Y Return+20.62%+5.36%
3Y Return (annualized)+22.00%+8.66%
5Y Return (annualized)+13.33%-0.40%
Volatility (annualized)15.3%23.9%
Max Drawdown-56.5%-48.8%
Fund FamilyState Street Investment ManagementMotley Fool Asset Management
CategoryEquityEquity
InceptionJan 22, 1993Oct 30, 2018

SPY vs TMFS Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Motley Fool Small-Cap Growth ETF (TMFS) is a ETF from Motley Fool Asset Management. Over the past year SPY returned +20.62% while TMFS returned +5.36%. Year to date, SPY is up 12.93% versus a gain of 5.00% for TMFS.

Over three years, SPY compounded at +22.00% per year against +8.66% for TMFS; over five years the annualized figures are +13.33% and -0.40% respectively. Across the full 8-year window we track, TMFS has the edge at +9.04% annualized vs +8.82%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TMFS has been the more volatile fund, with annualized monthly volatility of 23.9% 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 -48.8% for TMFS. 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPY charges 0.09% per year while TMFS charges 0.85%. On a $10,000 position that is $9 vs $85 annually, a gap of $76 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.00% for TMFS.

Holdings Overlap

0.0%overlap

SPY and TMFS share 0 holdings out of 536 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 TMFS?

SPY has an expense ratio of 0.09% while TMFS charges 0.85%. SPY is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

Which performed better, SPY or TMFS?

Over the past year SPY returned +20.62% vs +5.36% for TMFS, so SPY leads on 1-year performance. Over the longest common window we track (8 years), SPY annualized +8.82% vs +9.04% for TMFS. Past performance does not guarantee future results.

Which is riskier, SPY or TMFS?

TMFS has been the more volatile fund at 23.9% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs TMFS -48.8%.

Should I hold both SPY and TMFS?

SPY and TMFS have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and TMFS?

SPY and TMFS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 536 unique securities.

Which pays a higher dividend, SPY or TMFS?

SPY yields 1.01% while TMFS yields 0.00%, so SPY 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