SPY vs TSLG

SPY vs TSLG
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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

MetricSPYTSLGWinner
Expense Ratio0.09%0.80%
AUM$821.1B$44M
Dividend Yield1.01%16.80%
Holdings5055
YTD Return+12.68%-44.96%
1Y Return+21.82%-9.24%
3Y Return (annualized)+21.98%-
5Y Return (annualized)+12.89%-
Volatility (annualized)15.3%102.5%
Max Drawdown-56.5%-82.9%
Fund FamilyState Street Investment ManagementLeverage Shares
CategoryEquityAlternative
InceptionJan 22, 1993Dec 13, 2024

SPY vs TSLG Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Leverage Shares 2X Long TSLA Daily ETF (TSLG) is a ETF from Leverage Shares. Over the past year SPY returned +21.82% while TSLG returned -9.24%. Year to date, SPY is up 12.68% versus a loss of 44.96% for TSLG.

Risk: Volatility and Drawdowns

TSLG has been the more volatile fund, with annualized monthly volatility of 102.5% 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 -82.9% for TSLG. 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPY charges 0.09% per year while TSLG charges 0.80%. On a $10,000 position that is $9 vs $80 annually, a gap of $71 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 16.80% for TSLG.

Holdings Overlap

0.0%overlap

SPY and TSLG share 0 holdings out of 505 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 TSLG?

SPY has an expense ratio of 0.09% while TSLG charges 0.80%. SPY is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, SPY or TSLG?

Over the past year SPY returned +21.82% vs -9.24% for TSLG, so SPY leads on 1-year performance. Over the longest common window we track (2 years), SPY annualized +8.81% vs -49.31% for TSLG. Past performance does not guarantee future results.

Which is riskier, SPY or TSLG?

TSLG has been the more volatile fund at 102.5% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs TSLG -82.9%.

Should I hold both SPY and TSLG?

SPY and TSLG have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and TSLG?

SPY and TSLG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, SPY or TSLG?

SPY yields 1.01% while TSLG yields 16.80%, so TSLG currently pays the higher dividend yield.

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