SPY vs TPZ

SPY vs TPZ

Which is better, SPY or TPZ?

Large Cap Blend against Mid Cap Value.

SPY has a lower expense ratio. SPY led over 1Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 55.4%.

Lower Fees: SPYHigher Returns: 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

MetricSPYTPZ
Expense Ratio0.09%Best0.85%
AUM$814.4B$120M
Dividend Yield1.01%3.15%
Holdings50535
Volatility (annualized)14.5%Best24.4%
Max Drawdown-34.1%Best-87.9%
$10,000 over 15.5 years$65,578Best$34,218
Top 10 Weight38.0%Best55.4%
Fund FamilyState Street Investment ManagementTortoise Capital
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Value
InceptionJan 22, 1993Jul 29, 2009

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 588 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SPY has data through Sep 8, 2026 and TPZ through Jan 28, 2025.

Volatility and max drawdown, and the $10,000 over 15.5 years row, are measured over the window both funds cover: Jul 29, 2009 to Jan 28, 2025 (15.5 years).

Risk: Volatility and Drawdowns

TPZ has been the more volatile fund, with annualized monthly volatility of 24.4% compared with 14.5% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -34.1% for SPY and -87.9% for TPZ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SPY charges 0.09% per year while TPZ charges 0.85%. On a $10,000 position that is $9 vs $85 annually, a gap of $76 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 3.15% for TPZ.

Holdings Overlap

SPY already in TPZ1.5%
TPZ already in SPY56.8%

1.5% of SPY's money is in holdings TPZ also owns. 56.8% of TPZ's money is in holdings SPY also owns.

The two portfolios partly overlap.

16 positions in common, counted across the 503 positions we hold weights for in SPY and 32 in TPZ, against full books of 505 and 35.

What only one of them owns

Our book lists 12 positions for TPZ that do not appear in our book for SPY (34.4% of the fund), and 477 for SPY that do not appear in TPZ (97.9%).

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 TPZDifference
TRGPTarga Resources Inc0.08%6.55%6.47%
ETREntergy Corp.0.07%6.04%5.97%
WMBWilliams Cos Inc/the0.13%5.67%5.54%
CEGConstellation Energy Corp0.13%5.22%5.09%
OKEOneok Inc.0.08%4.05%3.97%
VSTVistra Energy Corp Esrw A/c Usd Npv Ref Sm# 599782 * Fma Only*0.07%3.46%3.39%
CNPCenterpoint Energy Inc0.04%3.44%3.40%
SRESempra0.09%3.19%3.10%
WECWisconsin Public Service Corporati0.05%3.18%3.13%
NEENextera Energy Inc0.27%2.94%2.67%

56.8% of TPZ 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.

SPYTPZ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or TPZ?

SPY has an expense ratio of 0.09% while TPZ charges 0.85%. SPY is the cheaper option, by $76 a year on a $10,000 investment.

Which is riskier, SPY or TPZ?

TPZ has been the more volatile fund at 24.4% annualized versus 14.5% for SPY. Worst drawdown: SPY -34.1% vs TPZ -87.9%.

Should I hold both SPY and TPZ?

SPY and TPZ have a monthly-return correlation of 0.65, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SPY and TPZ?

56.8% of TPZ's money is in holdings SPY also owns. 56.8% of TPZ's is in holdings SPY also owns. They hold 16 positions in common, counted across the 503 positions we hold weights for in SPY and 32 in TPZ.

Which pays a higher dividend, SPY or TPZ?

SPY yields 1.01% while TPZ yields 3.15%, so TPZ currently pays the higher dividend yield.

Is TPZ better than SPY?

SPY has a lower expense ratio. SPY led over 1Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 55.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.