SPY vs UPGR

Quick Verdict

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

Lower Fees: SPYHigher Returns: UPGRMore Diversified: SPY

Side-by-Side Comparison

MetricSPYUPGRWinner
Expense Ratio0.09%0.35%
AUM$789.1B$6M
Dividend Yield1.01%0.28%
Holdings50547
YTD Return+13.75%-0.32%
1Y Return+22.91%+28.78%
3Y Return (annualized)+21.67%-
5Y Return (annualized)+13.32%-
Volatility (annualized)15.3%27.2%
Max Drawdown-56.5%-35.5%
Fund FamilyState Street Investment ManagementXtrackers ETFs
CategoryEquityEquity
InceptionJan 22, 1993Jul 13, 2023

SPY vs UPGR Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Xtrackers US Green Infrastructure Select Equity ETF (UPGR) is a ETF from Xtrackers ETFs. Over the past year SPY returned +22.91% while UPGR returned +28.78%. Year to date, SPY is up 13.75% versus a loss of 0.32% for UPGR.

Risk: Volatility and Drawdowns

UPGR has been the more volatile fund, with annualized monthly volatility of 27.2% 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 -35.5% for UPGR. 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPY charges 0.09% per year while UPGR charges 0.35%. On a $10,000 position that is $9 vs $35 annually, a gap of $26 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.28% for UPGR.

Holdings Overlap

2.6%overlap

SPY and UPGR share 12 holdings out of 536 unique holdings combined, representing a 2.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in UPGRDifference
TSLA1.82%2.03%0.21%
CARR0.08%2.45%2.37%
IEX0.03%2.44%2.41%
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PHProProPro
WMProProPro
FSLRProProPro
RSGProProPro
VLTOProProPro
ECLProProPro
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Frequently Asked Questions

Which is cheaper, SPY or UPGR?

SPY has an expense ratio of 0.09% while UPGR charges 0.35%. SPY is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, SPY or UPGR?

Over the past year SPY returned +22.91% vs +28.78% for UPGR, so UPGR leads on 1-year performance. Over the longest common window we track (3 years), SPY annualized +8.85% vs +10.90% for UPGR. Past performance does not guarantee future results.

Which is riskier, SPY or UPGR?

UPGR has been the more volatile fund at 27.2% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs UPGR -35.5%.

Should I hold both SPY and UPGR?

SPY and UPGR have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and UPGR?

SPY and UPGR share 12 common holdings with a 2.6% weight overlap. Combined, they hold 536 unique securities.

Which pays a higher dividend, SPY or UPGR?

SPY yields 1.01% while UPGR yields 0.28%, so SPY currently pays the higher dividend yield.

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