SPY vs TTT

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricSPYTTTWinner
Expense Ratio0.09%0.95%
AUM$789.1B$18M
Dividend Yield1.01%9.68%
Holdings50510
YTD Return+13.68%+15.36%
1Y Return+21.53%+11.73%
3Y Return (annualized)+21.44%+5.09%
5Y Return (annualized)+13.18%+22.80%
Volatility (annualized)15.3%39.0%
Max Drawdown-56.5%-94.1%
Fund FamilyState Street Investment ManagementProShares
CategoryEquityAlternative
InceptionJan 22, 1993Mar 27, 2012

SPY vs TTT Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and ProShares UltraPro Short 20 Year Treasury (TTT) is a ETF from ProShares. Over the past year SPY returned +21.53% while TTT returned +11.73%. Year to date, SPY is up 13.68% versus a gain of 15.36% for TTT.

Over three years, SPY compounded at +21.44% per year against +5.09% for TTT; over five years the annualized figures are +13.18% and +22.80% respectively. Across the full 14-year window we track, SPY has the edge at +8.85% annualized vs -9.36%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TTT has been the more volatile fund, with annualized monthly volatility of 39.0% 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 -94.1% for TTT. 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 -0.06. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPY charges 0.09% per year while TTT charges 0.95%. On a $10,000 position that is $9 vs $95 annually, a gap of $86 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 9.68% for TTT.

Holdings Overlap

0.0%overlap

SPY and TTT share 0 holdings out of 504 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 TTT?

SPY has an expense ratio of 0.09% while TTT charges 0.95%. SPY is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, SPY or TTT?

Over the past year SPY returned +21.53% vs +11.73% for TTT, so SPY leads on 1-year performance. Over the longest common window we track (14 years), SPY annualized +8.85% vs -9.36% for TTT. Past performance does not guarantee future results.

Which is riskier, SPY or TTT?

TTT has been the more volatile fund at 39.0% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs TTT -94.1%.

Should I hold both SPY and TTT?

SPY and TTT have a monthly-return correlation of -0.06, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and TTT?

SPY and TTT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 504 unique securities.

Which pays a higher dividend, SPY or TTT?

SPY yields 1.01% while TTT yields 9.68%, so TTT currently pays the higher dividend yield.

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