SPY vs TTEQ

SPY vs TTEQ
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Quick Verdict

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

Lower Fees: SPYHigher Returns: TTEQMore Diversified: SPY

Side-by-Side Comparison

MetricSPYTTEQWinner
Expense Ratio0.09%0.63%
AUM$821.1B$435M
Dividend Yield1.01%0.00%
Holdings50585
YTD Return+14.24%+30.75%
1Y Return+21.71%+39.42%
3Y Return (annualized)+22.10%-
5Y Return (annualized)+13.21%-
Volatility (annualized)15.3%28.7%
Max Drawdown-56.5%-27.0%
Fund FamilyState Street Investment ManagementT.Rowe Price
CategoryEquityEquity
InceptionJan 22, 1993Oct 23, 2024

SPY vs TTEQ Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and T. Rowe Price Technology ETF (TTEQ) is a ETF from T.Rowe Price. Over the past year SPY returned +21.71% while TTEQ returned +39.42%. Year to date, SPY is up 14.24% versus a gain of 30.75% for TTEQ.

Risk: Volatility and Drawdowns

TTEQ has been the more volatile fund, with annualized monthly volatility of 28.7% 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 -27.0% for TTEQ. 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 TTEQ charges 0.63%. On a $10,000 position that is $9 vs $63 annually, a gap of $54 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.00% for TTEQ.

Holdings Overlap

31.5%overlap

SPY and TTEQ share 31 holdings out of 543 unique holdings combined, representing a 31.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in TTEQDifference
NVDA7.71%10.72%3.01%
AAPL6.83%3.14%3.69%
AVGO2.97%5.93%2.96%
MSFTProProPro
AMZNProProPro
GOOGLProProPro
INTCProProPro
GOOGProProPro
MUProProPro
METAProProPro
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Frequently Asked Questions

Which is cheaper, SPY or TTEQ?

SPY has an expense ratio of 0.09% while TTEQ charges 0.63%. SPY is the cheaper option. On a $10,000 investment, that is $54 per year of difference.

Which performed better, SPY or TTEQ?

Over the past year SPY returned +21.71% vs +39.42% for TTEQ, so TTEQ leads on 1-year performance. Over the longest common window we track (2 years), SPY annualized +8.86% vs +34.48% for TTEQ. Past performance does not guarantee future results.

Which is riskier, SPY or TTEQ?

TTEQ has been the more volatile fund at 28.7% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs TTEQ -27.0%.

Should I hold both SPY and TTEQ?

SPY and TTEQ 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 TTEQ?

SPY and TTEQ share 31 common holdings with a 31.5% weight overlap. Combined, they hold 543 unique securities.

Which pays a higher dividend, SPY or TTEQ?

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

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