SPY vs TRUN

SPY vs TRUN

Which is better, SPY or TRUN?

Large Cap Blend against Large Cap Value.

SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 84.8%.

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

MetricSPYTRUN
Expense Ratio0.09%Best0.16%
AUM$804.7B$276,689.12
Dividend Yield0.98%0.00%
Holdings50523
YTD Return+12.89%+13.83%Best
1Y Return+17.01%-
3Y Return (annualized)+22.46%-
5Y Return (annualized)+13.01%-
Top 10 Weight37.8%Best84.8%
Fund FamilyState Street Investment ManagementVanEck
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJan 22, 1993Jul 7, 2026

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

SPY vs TRUN 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 TRUN Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and VanEck Energy TruSector ETF (TRUN) is an ETF from VanEck. Year to date, SPY is up 12.89% versus a gain of 13.83% for TRUN.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while TRUN charges 0.16%. On a $10,000 position that is $9 vs $16 annually, a gap of $7 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.00% for TRUN.

Holdings Overlap

SPY already in TRUN3.6%
TRUN already in SPY76.6%

3.6% of SPY's money is in holdings TRUN also owns. 76.6% of TRUN's money is in holdings SPY also owns.

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

21 positions in common, counted across the 504 positions we hold weights for in SPY and 22 in TRUN, against full books of 505 and 23.

What only one of them owns

Measured across the 504 and 22 positions we hold weights for.

SPY holds 476 positions TRUN does not, 95.8% of the fund.

Largest: NVDA 8.01%, AAPL 7.26%, MSFT 5.66%, AMZN 3.79%, GOOGL 2.99%

Top Shared Holdings

StockWeight in SPYWeight in TRUNDifference
XOMExxon Mobil Corp.1.04%24.47%23.43%
CVXChevron Corp0.60%13.37%12.77%
COPConocophillips Common Stock USD 0.010.25%5.63%5.38%
MPCMarathon Petroleum Corp0.17%3.52%3.35%
VLOValero Energy0.16%3.45%3.29%
PSXPhillips 660.15%3.06%2.91%
WMBWilliams Cos. Inc.0.14%3.06%2.92%
SLBSchlumberger Nv.0.13%2.58%2.45%
EOGEog Resources Inc0.12%2.39%2.27%
BKRBaker Hughes Co0.10%1.86%1.76%

76.6% of TRUN 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.

SPYTRUN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or TRUN?

SPY has an expense ratio of 0.09% while TRUN charges 0.16%. SPY is the cheaper option, by $7 a year on a $10,000 investment.

What is the holdings overlap between SPY and TRUN?

76.6% of TRUN's money is in holdings SPY also owns. 76.6% of TRUN's is in holdings SPY also owns. They hold 21 positions in common, counted across the 504 positions we hold weights for in SPY and 22 in TRUN.

Which pays a higher dividend, SPY or TRUN?

SPY yields 0.98% while TRUN yields 0.00%, so SPY currently pays the higher dividend yield.

Is TRUN 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 84.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.