SPY vs UFOD

SPY vs UFOD

Which is better, SPY or UFOD?

SPY costs less.

SPY has a lower expense ratio. UFOD is less concentrated, with 29.7% of the fund in its ten largest positions against 38.0%.

Lower Fees: SPYLess Concentrated: UFOD

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

MetricSPYUFOD
Expense Ratio0.09%Best0.99%
AUM$804.7B$3M
Dividend Yield0.98%0.00%
Holdings50561
YTD Return+11.52%Best-5.41%
1Y Return+17.48%-
3Y Return (annualized)+20.62%-
5Y Return (annualized)+12.73%-
Top 10 Weight38.0%29.7%Best
Fund FamilyState Street Investment ManagementTuttle Funds
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJan 22, 1993Feb 5, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

SPY vs UFOD 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SPY vs UFOD Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Tuttle Capital UFO Disclosure ETF (UFOD) is an ETF from Tuttle Funds. Year to date, SPY is up 11.52% versus a loss of 5.41% for UFOD.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while UFOD charges 0.99%. On a $10,000 position that is $9 vs $99 annually, a gap of $90 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.00% for UFOD.

Holdings Overlap

SPY already in UFOD9.5%
UFOD already in SPY44.9%

9.5% of SPY's money is in holdings UFOD also owns. 44.9% of UFOD's money is in holdings SPY also owns.

The two portfolios partly overlap.

25 positions in common, counted across the 504 positions we hold weights for in SPY and 60 in UFOD, against full books of 505 and 61.

What only one of them owns

Our book lists 30 positions for UFOD that do not appear in our book for SPY (49.3% of the fund), and 469 for SPY that do not appear in UFOD (90.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SPYWeight in UFODDifference
PLTRPalantir Technologies Inc0.56%4.14%3.58%
AVGOBroadcom Inc2.97%1.35%1.62%
LMTLockheed Martin Corp0.18%2.94%2.76%
PWRQuanta Services, Inc.0.16%2.77%2.61%
GEVGE Vernova, LLC0.41%2.41%2.00%
TSLATesla Inc1.38%1.37%0.01%
KEYSKeysight Technologies Inc.0.09%2.60%2.51%
TDYTeledyne Technologies Inc0.05%2.39%2.34%
RTXRtx Corp.0.44%1.97%1.53%
ETNEaton Corp. Plc0.26%2.07%1.81%

44.9% of UFOD is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SPYUFOD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or UFOD?

SPY has an expense ratio of 0.09% while UFOD charges 0.99%. SPY is the cheaper option, by $90 a year on a $10,000 investment.

What is the holdings overlap between SPY and UFOD?

44.9% of UFOD's money is in holdings SPY also owns. 44.9% of UFOD's is in holdings SPY also owns. They hold 25 positions in common, counted across the 504 positions we hold weights for in SPY and 60 in UFOD.

Which pays a higher dividend, SPY or UFOD?

SPY yields 0.98% while UFOD yields 0.00%, so SPY currently pays the higher dividend yield.

Is UFOD better than SPY?

SPY has a lower expense ratio. UFOD is less concentrated, with 29.7% of the fund in its ten largest positions against 38.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.