SPY vs TMSF

SPY vs TMSF
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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

MetricSPYTMSFWinner
Expense Ratio0.09%0.37%
AUM$821.1B$59M
Dividend Yield1.01%3.77%
Holdings505401
YTD Return+12.71%+3.24%
1Y Return+20.53%-
3Y Return (annualized)+21.60%-
5Y Return (annualized)+12.79%-
Volatility (annualized)15.3%-
Max Drawdown-56.5%-2.3%
Fund FamilyState Street Investment ManagementT.Rowe Price
CategoryEquityFixed Income
InceptionJan 22, 1993Nov 19, 2025

SPY vs TMSF Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and T. Rowe Price Multi-Sector Income ETF (TMSF) is a ETF from T.Rowe Price. Year to date, SPY is up 12.71% versus a gain of 3.24% for TMSF.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for SPY and -2.3% for TMSF. 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 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 1.01% against 3.77% for TMSF.

Holdings Overlap

0.1%overlap

SPY and TMSF share 1 holdings out of 632 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in TMSFDifference
TMUS0.12%0.12%0.00%

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. On a $10,000 investment, that is $28 per year of difference.

What is the holdings overlap between SPY and TMSF?

SPY and TMSF share 1 common holdings with a 0.1% weight overlap. Combined, they hold 632 unique securities.

Which pays a higher dividend, SPY or TMSF?

SPY yields 1.01% while TMSF yields 3.77%, so TMSF currently pays the higher dividend yield.

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See what your portfolio actually owns
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