SPY vs TMVE

SPY vs TMVE

Which is better, SPY or TMVE?

Large Cap Blend against Mid Cap Value.

SPY has a lower expense ratio. TMVE led over 1Y. TMVE is less concentrated, with 19.6% of the fund in its ten largest positions against 37.8%.

Lower Fees: SPYHigher Returns (1Y): TMVELess Concentrated: TMVE

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

MetricSPYTMVE
Expense Ratio0.09%Best0.55%
AUM$804.7B$290M
Dividend Yield0.98%0.10%
Holdings50585
YTD Return+10.96%+13.16%Best
1Y Return+15.52%-
3Y Return (annualized)+20.73%-
5Y Return (annualized)+12.53%-
Top 10 Weight37.8%19.6%Best
Fund FamilyState Street Investment ManagementThrivent Funds
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Value
InceptionJan 22, 1993Nov 17, 2025

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

SPY vs TMVE 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 TMVE Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Thrivent Mid Cap Value ETF (TMVE) is an ETF from Thrivent Funds. Year to date, SPY is up 10.96% versus a gain of 13.16% for TMVE.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while TMVE charges 0.55%. On a $10,000 position that is $9 vs $55 annually, a gap of $46 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.10% for TMVE.

Holdings Overlap

SPY already in TMVE5.1%
TMVE already in SPY53.8%

5.1% of SPY's money is in holdings TMVE also owns. 53.8% of TMVE's money is in holdings SPY also owns.

The two portfolios partly overlap.

44 positions in common, counted across the 504 positions we hold weights for in SPY and 83 in TMVE, against full books of 505 and 85.

What only one of them owns

Our book lists 30 positions for TMVE that do not appear in our book for SPY (35.7% of the fund), and 453 for SPY that do not appear in TMVE (94.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SPYWeight in TMVEDifference
ICEInternational Exchange, Inc.0.14%2.18%2.04%
USBUS Bancorp0.14%2.13%1.99%
MTBM&T Bank Corp0.05%2.21%2.16%
COFCapital One Financial Corp.0.20%1.96%1.76%
TMOThermo Fisherscientific Inc.0.34%1.75%1.41%
JNJJohnson & Johnson - Common0.99%1.09%0.10%
GDGeneral Dynamics Corp.0.14%1.83%1.69%
PPGPpg Industries Inc.0.04%1.91%1.87%
AIGAmerican International Gr0.06%1.88%1.82%
LHLabcorp Holdings Inc0.04%1.73%1.69%

53.8% of TMVE is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SPYTMVE

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Frequently Asked Questions

Which is cheaper, SPY or TMVE?

SPY has an expense ratio of 0.09% while TMVE charges 0.55%. SPY is the cheaper option, by $46 a year on a $10,000 investment.

What is the holdings overlap between SPY and TMVE?

53.8% of TMVE's money is in holdings SPY also owns. 53.8% of TMVE's is in holdings SPY also owns. They hold 44 positions in common, counted across the 504 positions we hold weights for in SPY and 83 in TMVE.

Which pays a higher dividend, SPY or TMVE?

SPY yields 0.98% while TMVE yields 0.10%, so SPY currently pays the higher dividend yield.

Is TMVE better than SPY?

SPY has a lower expense ratio. TMVE led over 1Y. TMVE is less concentrated, with 19.6% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.