SPY vs TRSY

Quick Verdict

TRSY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: TRSYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricSPYTRSYWinner
Expense Ratio0.09%0.06%
AUM$789.1B$80M
Dividend Yield1.01%3.72%
Holdings50588
YTD Return+14.47%+0.33%
1Y Return+21.96%+1.53%
3Y Return (annualized)+21.70%-
5Y Return (annualized)+13.30%-
Volatility (annualized)15.3%0.6%
Max Drawdown-56.5%-0.8%
Fund FamilyState Street Investment ManagementXtrackers ETFs
CategoryEquityFixed Income
InceptionJan 22, 1993Oct 9, 2024

SPY vs TRSY Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Xtrackers US 0-1 Year Treasury ETF (TRSY) is a ETF from Xtrackers ETFs. Over the past year SPY returned +21.96% while TRSY returned +1.53%. Year to date, SPY is up 14.47% versus a gain of 0.33% for TRSY.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 0.6% for TRSY. 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 -56.5% for SPY and -0.8% for TRSY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.03. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPY charges 0.09% per year while TRSY charges 0.06%. On a $10,000 position that is $9 vs $6 annually, a gap of $3 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 3.72% for TRSY.

Holdings Overlap

0.0%overlap

SPY and TRSY share 0 holdings out of 551 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SPY or TRSY?

SPY has an expense ratio of 0.09% while TRSY charges 0.06%. TRSY is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, SPY or TRSY?

Over the past year SPY returned +21.96% vs +1.53% for TRSY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), SPY annualized +8.87% vs +2.85% for TRSY. Past performance does not guarantee future results.

Which is riskier, SPY or TRSY?

SPY has been the more volatile fund at 15.3% annualized versus 0.6% for TRSY. Worst drawdown: SPY -56.5% vs TRSY -0.8%.

Should I hold both SPY and TRSY?

SPY and TRSY have a monthly-return correlation of 0.03, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and TRSY?

SPY and TRSY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 551 unique securities.

Which pays a higher dividend, SPY or TRSY?

SPY yields 1.01% while TRSY yields 3.72%, so TRSY currently pays the higher dividend yield.

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