SPY vs TMSF

SPY vs TMSF

Which is better, SPY or TMSF?

SPY costs less.

SPY has a lower expense ratio.

Lower Fees: SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSPYTMSF
Expense Ratio0.09%Best0.37%
AUM$804.7B$59M
Dividend Yield0.98%4.20%
Holdings505407
YTD Return+11.45%Best+1.93%
1Y Return+15.87%-
3Y Return (annualized)+20.93%-
5Y Return (annualized)+12.59%-
Fund FamilyState Street Investment ManagementT.Rowe Price
CategoryEquityFixed Income
StyleLarge Cap Blend-
InceptionJan 22, 1993Nov 19, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SPY vs TMSF growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SPY vs TMSF Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and T. Rowe Price Multi-Sector Income ETF (TMSF) is an ETF from T.Rowe Price. Year to date, SPY is up 11.45% versus a gain of 1.93% for TMSF.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while TMSF charges 0.37%. On a $10,000 position that is $9 vs $37 annually, a gap of $28 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 4.20% for TMSF.

Holdings Overlap

SPY already in TMSF0.1%

At least 0.1% of SPY's money is in holdings TMSF also owns.

Stated as a floor: for TMSF, our book for it covers 38.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 504 positions we hold weights for in SPY and 126 in TMSF, against full books of 505 and 407.

Top Shared Holdings

StockWeight in SPYWeight in TMSFDifference
TMUST-Mobile Usa, Inc. 3.875% 15-Apr-20300.13%0.12%0.01%

You are not choosing between two funds in isolation.

Whichever of SPY and TMSF you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SPYTMSF

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Frequently Asked Questions

Which is cheaper, SPY or TMSF?

SPY has an expense ratio of 0.09% while TMSF charges 0.37%. SPY is the cheaper option, by $28 a year on a $10,000 investment.

Which pays a higher dividend, SPY or TMSF?

SPY yields 0.98% while TMSF yields 4.20%, so TMSF currently pays the higher dividend yield.

Is TMSF better than SPY?

SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.