SPY vs TSEL

SPY vs TSEL
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricSPYTSELWinner
Expense Ratio0.09%0.67%
AUM$821.1B$83M
Dividend Yield1.01%0.00%
Holdings50529
YTD Return+13.17%+2.10%
1Y Return+21.53%-0.01%
3Y Return (annualized)+22.06%-
5Y Return (annualized)+13.35%-
Volatility (annualized)15.3%23.0%
Max Drawdown-56.5%-28.9%
Fund FamilyState Street Investment ManagementTouchstone Investments
CategoryEquityEquity
InceptionJan 22, 1993Jan 2, 2025

SPY vs TSEL Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Touchstone Sands Capital US Select Growth ETF (TSEL) is a ETF from Touchstone Investments. Over the past year SPY returned +21.53% while TSEL returned -0.01%. Year to date, SPY is up 13.17% versus a gain of 2.10% for TSEL.

Risk: Volatility and Drawdowns

TSEL has been the more volatile fund, with annualized monthly volatility of 23.0% compared with 15.3% 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 -56.5% for SPY and -28.9% for TSEL. 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPY charges 0.09% per year while TSEL charges 0.67%. On a $10,000 position that is $9 vs $67 annually, a gap of $58 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.00% for TSEL.

Holdings Overlap

28.3%overlap

SPY and TSEL share 19 holdings out of 513 unique holdings combined, representing a 28.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in TSELDifference
NVDA7.71%10.01%2.30%
GOOGL3.33%7.41%4.08%
MSFT5.50%4.22%1.28%
METAProProPro
AMZNProProPro
STXProProPro
MUProProPro
AVGOProProPro
SQProProPro
PWRProProPro
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Frequently Asked Questions

Which is cheaper, SPY or TSEL?

SPY has an expense ratio of 0.09% while TSEL charges 0.67%. SPY is the cheaper option. On a $10,000 investment, that is $58 per year of difference.

Which performed better, SPY or TSEL?

Over the past year SPY returned +21.53% vs -0.01% for TSEL, so SPY leads on 1-year performance. Over the longest common window we track (2 years), SPY annualized +8.82% vs +7.35% for TSEL. Past performance does not guarantee future results.

Which is riskier, SPY or TSEL?

TSEL has been the more volatile fund at 23.0% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs TSEL -28.9%.

Should I hold both SPY and TSEL?

SPY and TSEL have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and TSEL?

SPY and TSEL share 19 common holdings with a 28.3% weight overlap. Combined, they hold 513 unique securities.

Which pays a higher dividend, SPY or TSEL?

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

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