SPY vs TRUO

SPY vs TRUO

Which is better, SPY or TRUO?

Large Cap Blend against Large Cap Value.

SPY has a lower expense ratio. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 94.5%.

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

MetricSPYTRUO
Expense Ratio0.09%Best0.14%
AUM$804.7B$263,391.86
Dividend Yield0.98%0.00%
Holdings50536
YTD Return+11.52%Best+0.65%
1Y Return+17.48%-
3Y Return (annualized)+20.62%-
5Y Return (annualized)+12.73%-
Top 10 Weight38.0%Best94.5%
Fund FamilyState Street Investment ManagementVanEck
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJan 22, 1993Jun 2, 2026

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

SPY vs TRUO 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 TRUO Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and VanEck Consumer Staples TruSector ETF (TRUO) is an ETF from VanEck. Year to date, SPY is up 11.52% versus a gain of 0.65% for TRUO.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while TRUO charges 0.14%. On a $10,000 position that is $9 vs $14 annually, a gap of $5 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.00% for TRUO.

Holdings Overlap

SPY already in TRUO4.4%
TRUO already in SPY59.3%

4.4% of SPY's money is in holdings TRUO also owns. 59.3% of TRUO's money is in holdings SPY also owns.

The two portfolios partly overlap.

32 positions in common, counted across the 504 positions we hold weights for in SPY and 35 in TRUO, against full books of 505 and 36.

What only one of them owns

Our book lists 1 positions for TRUO that do not appear in our book for SPY (40.1% of the fund), and 462 for SPY that do not appear in TRUO (95.1%).

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 TRUODifference
WMTWalmart, Inc.0.73%11.53%10.80%
COSTCostco Wholesale Corp.0.63%10.31%9.68%
PGProcter & Gamble Company0.52%8.48%7.96%
KOCoca Cola Co.0.50%8.46%7.96%
PMPhilip Morris International Inc.0.44%7.26%6.82%
PEPPepsico Inc.0.29%4.63%4.34%
MOAltria Group Inc.0.17%2.15%1.98%
MDLZMondelez International Inc. Class A0.12%0.90%0.78%
CLColgate-Palmolive Co0.11%0.60%0.49%
TGTTarget Corp.0.10%0.58%0.48%

59.3% of TRUO 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.

SPYTRUO

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Frequently Asked Questions

Which is cheaper, SPY or TRUO?

SPY has an expense ratio of 0.09% while TRUO charges 0.14%. SPY is the cheaper option, by $5 a year on a $10,000 investment.

What is the holdings overlap between SPY and TRUO?

59.3% of TRUO's money is in holdings SPY also owns. 59.3% of TRUO's is in holdings SPY also owns. They hold 32 positions in common, counted across the 504 positions we hold weights for in SPY and 35 in TRUO.

Which pays a higher dividend, SPY or TRUO?

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

Is TRUO better than SPY?

SPY has a lower expense ratio. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 94.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.