SPY vs TSLP

SPY vs TSLP

Which is better, SPY or TSLP?

Large Cap Blend against Multi Alternative.

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window.

Lower Fees: SPYHigher Returns: 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

MetricSPYTSLP
Expense Ratio0.09%Best1.00%
AUM$804.7B$17M
Dividend Yield0.98%33.35%
Holdings50511
YTD Return+12.09%Best-35.96%
1Y Return+16.29%Best-30.30%
3Y Return (annualized)+21.20%Best-16.26%
5Y Return (annualized)+13.37%-
Volatility (annualized)12.4%Best49.7%
Max Drawdown-18.8%Best-67.7%
$10,000 over 2.9 years$19,211Best$5,977
Fund FamilyState Street Investment ManagementKurv
CategoryEquityAlternative
StyleLarge Cap BlendMulti Alternative
InceptionJan 22, 1993Oct 27, 2023

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 27, 2023 to Sep 18, 2026 (2.9 years).

SPY vs TSLP 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 covers the 2.9 years both funds cover.

SPY vs TSLP Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Kurv Yield Premium Strategy Tesla ETF (TSLP) is an ETF from Kurv. Over the past year SPY returned +16.29% while TSLP returned -30.30%. Year to date, SPY is up 12.09% versus a loss of 35.96% for TSLP.

Over three years, SPY compounded at +21.20% per year against -16.26% for TSLP.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TSLP has been the more volatile fund, with annualized monthly volatility of 49.7% compared with 12.4% 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 -18.8% for SPY and -67.7% for TSLP. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.23. They move largely independently of each other.

Fees and Cost Over Time

SPY charges 0.09% per year while TSLP charges 1.00%. On a $10,000 position that is $9 vs $100 annually, a gap of $91 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 33.35% for TSLP.

Holdings Overlap

We hold position weights for 504 holdings in SPY and 1 in TSLP, totalling 99.9% and 4.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 504 positions we hold weights for in SPY and 1 in TSLP, against full books of 505 and 11.

You are not choosing between two funds in isolation.

Whichever of SPY and TSLP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SPYTSLP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or TSLP?

SPY has an expense ratio of 0.09% while TSLP charges 1.00%. SPY is the cheaper option, by $91 a year on a $10,000 investment.

Which performed better, SPY or TSLP?

Over the past year SPY returned +16.29% vs -30.30% for TSLP, so SPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SPY or TSLP?

TSLP has been the more volatile fund at 49.7% annualized versus 12.4% for SPY. Worst drawdown: SPY -18.8% vs TSLP -67.7%.

Should I hold both SPY and TSLP?

SPY and TSLP have a monthly-return correlation of 0.23, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SPY or TSLP?

SPY yields 0.98% while TSLP yields 33.35%, so TSLP currently pays the higher dividend yield.

Is TSLP better than SPY?

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.