SPY vs TRUR

SPY vs TRUR

Which is better, SPY or TRUR?

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 66.1%.

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

MetricSPYTRUR
Expense Ratio0.09%Best0.17%
AUM$814.4B$259,152.43
Dividend Yield1.01%0.00%
Holdings50533
YTD Return+13.78%Best+0.40%
1Y Return+21.44%-
3Y Return (annualized)+21.38%-
5Y Return (annualized)+12.80%-
Top 10 Weight38.0%Best66.1%
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 TRUR 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 TRUR Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and VanEck Real Estate TruSector ETF (TRUR) is an ETF from VanEck. Year to date, SPY is up 13.78% versus a gain of 0.40% for TRUR.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while TRUR charges 0.17%. On a $10,000 position that is $9 vs $17 annually, a gap of $8 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.00% for TRUR.

Holdings Overlap

SPY already in TRUR1.8%
TRUR already in SPY95.0%

1.8% of SPY's money is in holdings TRUR also owns. 95.0% of TRUR's money is in holdings SPY also owns.

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

31 positions in common, counted across the 504 positions we hold weights for in SPY and 32 in TRUR, against full books of 505 and 33.

What only one of them owns

Measured across the 504 and 32 positions we hold weights for.

SPY holds 465 positions TRUR does not, 97.6% of the fund.

Largest: NVDA 7.71%, AAPL 6.83%, MSFT 5.50%, AMZN 4.08%, GOOGL 3.33%

Top Shared Holdings

StockWeight in SPYWeight in TRURDifference
WELLWelltower, Inc.0.25%13.30%13.05%
PLDPrologis Inc0.19%10.38%10.19%
EQIXEquinix Inc. Real Estate Investment Trust0.16%8.28%8.12%
AMTAmerican Tower Corporation0.12%6.19%6.07%
SPGSimon Property Group Inc0.11%5.73%5.62%
DLRDigital Realty Trust Inc.0.10%5.04%4.94%
ORealty Income Corp.0.09%4.60%4.51%
PSAPublic Storage0.08%4.11%4.03%
VTRVentas  Inc .0.07%3.48%3.41%
CBRECBRE group0.07%3.44%3.37%

95.0% of TRUR 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.

SPYTRUR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or TRUR?

SPY has an expense ratio of 0.09% while TRUR charges 0.17%. SPY is the cheaper option, by $8 a year on a $10,000 investment.

What is the holdings overlap between SPY and TRUR?

95.0% of TRUR's money is in holdings SPY also owns. 95.0% of TRUR's is in holdings SPY also owns. They hold 31 positions in common, counted across the 504 positions we hold weights for in SPY and 32 in TRUR.

Which pays a higher dividend, SPY or TRUR?

SPY yields 1.01% while TRUR yields 0.00%, so SPY currently pays the higher dividend yield.

Is TRUR 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 66.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.