SPY vs TMH

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

MetricSPYTMHWinner
Expense Ratio0.09%0.19%
AUM$789.1B$1M
Dividend Yield1.01%17.29%
Holdings5052
YTD Return+13.68%-9.18%
1Y Return+21.53%+9.11%
3Y Return (annualized)+21.44%-
5Y Return (annualized)+13.18%-
Volatility (annualized)15.3%24.6%
Max Drawdown-56.5%-27.5%
Fund FamilyState Street Investment ManagementADRH
CategoryEquityEquity
InceptionJan 22, 1993Mar 13, 2025

SPY vs TMH Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Toyota Motor Corporation ADRhedged (TMH) is a ETF from ADRH. Over the past year SPY returned +21.53% while TMH returned +9.11%. Year to date, SPY is up 13.68% versus a loss of 9.18% for TMH.

Risk: Volatility and Drawdowns

TMH has been the more volatile fund, with annualized monthly volatility of 24.6% 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 -27.5% for TMH. 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 -0.08. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPY charges 0.09% per year while TMH charges 0.19%. On a $10,000 position that is $9 vs $19 annually, a gap of $10 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 17.29% for TMH.

Holdings Overlap

0.0%overlap

SPY and TMH share 0 holdings out of 504 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 TMH?

SPY has an expense ratio of 0.09% while TMH charges 0.19%. SPY is the cheaper option. On a $10,000 investment, that is $10 per year of difference.

Which performed better, SPY or TMH?

Over the past year SPY returned +21.53% vs +9.11% for TMH, so SPY leads on 1-year performance. Over the longest common window we track (1 years), SPY annualized +8.85% vs +11.20% for TMH. Past performance does not guarantee future results.

Which is riskier, SPY or TMH?

TMH has been the more volatile fund at 24.6% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs TMH -27.5%.

Should I hold both SPY and TMH?

SPY and TMH have a monthly-return correlation of -0.08, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and TMH?

SPY and TMH share 0 common holdings with a 0.0% weight overlap. Combined, they hold 504 unique securities.

Which pays a higher dividend, SPY or TMH?

SPY yields 1.01% while TMH yields 17.29%, so TMH currently pays the higher dividend yield.

Get Full ETF Analytics

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