SPY vs TMNL

SPY vs TMNL
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Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricSPYTMNLWinner
Expense Ratio0.09%0.26%
AUM$821.1B$22M
Dividend Yield1.01%2.88%
Holdings505110
YTD Return+14.24%+1.73%
1Y Return+21.71%-
3Y Return (annualized)+22.10%-
5Y Return (annualized)+13.21%-
Volatility (annualized)15.3%-
Max Drawdown-56.5%-2.9%
Fund FamilyState Street Investment ManagementT.Rowe Price
CategoryEquityFixed Income
InceptionJan 22, 1993Nov 19, 2025

SPY vs TMNL Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and T. Rowe Price Long Municipal Income ETF (TMNL) is a ETF from T.Rowe Price. Year to date, SPY is up 14.24% versus a gain of 1.73% for TMNL.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for SPY and -2.9% for TMNL. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SPY charges 0.09% per year while TMNL charges 0.26%. On a $10,000 position that is $9 vs $26 annually, a gap of $17 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 2.88% for TMNL.

Holdings Overlap

0.0%overlap

SPY and TMNL share 0 holdings out of 542 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 TMNL?

SPY has an expense ratio of 0.09% while TMNL charges 0.26%. SPY is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

What is the holdings overlap between SPY and TMNL?

SPY and TMNL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 542 unique securities.

Which pays a higher dividend, SPY or TMNL?

SPY yields 1.01% while TMNL yields 2.88%, so TMNL currently pays the higher dividend yield.

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