SPY vs TPFC

SPY vs TPFC

Which is better, SPY or TPFC?

Large Cap Blend against Mid Cap Value.

SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 43.4%.

Lower Fees: SPYLess Concentrated: 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

MetricSPYTPFC
Expense Ratio0.09%Best0.59%
AUM$804.7B$43M
Dividend Yield0.98%0.16%
Holdings50551
YTD Return+12.22%+12.34%Best
1Y Return+16.97%-
3Y Return (annualized)+21.16%-
5Y Return (annualized)+13.00%-
Top 10 Weight37.8%Best43.4%
Fund FamilyState Street Investment ManagementTimothy Plan
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Value
InceptionJan 22, 1993May 5, 2026

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

SPY vs TPFC 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 TPFC Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Timothy Plan Free Cash Flow ETF (TPFC) is an ETF from Timothy Plan. Year to date, SPY is up 12.22% versus a gain of 12.34% for TPFC.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while TPFC charges 0.59%. On a $10,000 position that is $9 vs $59 annually, a gap of $50 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.16% for TPFC.

Holdings Overlap

SPY already in TPFC2.4%
TPFC already in SPY77.5%

2.4% of SPY's money is in holdings TPFC also owns. 77.5% of TPFC's money is in holdings SPY also owns.

Most of TPFC is already inside SPY. Owning both mostly buys the same companies twice.

36 positions in common, counted across the 504 positions we hold weights for in SPY and 50 in TPFC, against full books of 505 and 51.

What only one of them owns

Our book lists 11 positions for TPFC that do not appear in our book for SPY (18.2% of the fund), and 461 for SPY that do not appear in TPFC (96.9%).

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 TPFCDifference
CTSHCognizant Technology Solutions Corp. Class A0.05%5.21%5.16%
PSXPhillips 660.15%4.77%4.62%
NEMNewmont Corp Common0.20%4.71%4.51%
NOWServicenow, Inc0.22%4.48%4.26%
DVNDevon Energy Corporation0.09%4.12%4.03%
FANGDiamondback Energy, Inc.0.06%3.95%3.89%
HCAHca-the Healthcare Co0.10%3.51%3.41%
EXEExpand Energy Corp0.04%3.14%3.10%
VSTVistra Energy Corp.0.07%3.10%3.03%
GDGeneral Dynamics Corp.0.14%2.70%2.56%

77.5% of TPFC 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.

SPYTPFC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or TPFC?

SPY has an expense ratio of 0.09% while TPFC charges 0.59%. SPY is the cheaper option, by $50 a year on a $10,000 investment.

What is the holdings overlap between SPY and TPFC?

77.5% of TPFC's money is in holdings SPY also owns. 77.5% of TPFC's is in holdings SPY also owns. They hold 36 positions in common, counted across the 504 positions we hold weights for in SPY and 50 in TPFC.

Which pays a higher dividend, SPY or TPFC?

SPY yields 0.98% while TPFC yields 0.16%, so SPY currently pays the higher dividend yield.

Is TPFC better than SPY?

SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 43.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.