SPY vs VPFF

SPY vs VPFF

Which is better, SPY or VPFF?

Large Cap Blend against Preferred Stock.

SPY has a lower expense ratio.

Lower Fees: 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

MetricSPYVPFF
Expense Ratio0.09%Best0.80%
AUM$804.7B$1M
Dividend Yield0.98%0.66%
Holdings50566
YTD Return+11.45%Best-0.74%
1Y Return+15.87%-
3Y Return (annualized)+20.93%-
5Y Return (annualized)+12.59%-
Fund FamilyState Street Investment ManagementVirtus Investment Partners
CategoryEquityAllocation/Balanced
StyleLarge Cap BlendPreferred Stock
InceptionJan 22, 1993Jul 14, 2026

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

SPY vs VPFF 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 VPFF Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Virtus InfraCap Preferred and Income Securities ETF (VPFF) is an ETF from Virtus Investment Partners. Year to date, SPY is up 11.45% versus a loss of 0.74% for VPFF.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while VPFF charges 0.80%. On a $10,000 position that is $9 vs $80 annually, a gap of $71 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.66% for VPFF.

Holdings Overlap

SPY already in VPFF0.4%

At least 0.4% of SPY's money is in holdings VPFF also owns.

Stated as a floor: for VPFF, our book for it covers 64.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

3 positions in common, counted across the 504 positions we hold weights for in SPY and 66 in VPFF, against full books of 505 and 66.

Top Shared Holdings

StockWeight in SPYWeight in VPFFDifference
APOAthene (Ath) / Apollo Global Management (Apo)0.09%1.55%1.46%
NEENextera Energy Inc0.26%0.49%0.23%
SYFSynchrony Financial0.04%0.12%0.08%

You are not choosing between two funds in isolation.

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

SPYVPFF

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or VPFF?

SPY has an expense ratio of 0.09% while VPFF charges 0.80%. SPY is the cheaper option, by $71 a year on a $10,000 investment.

Which pays a higher dividend, SPY or VPFF?

SPY yields 0.98% while VPFF yields 0.66%, so SPY currently pays the higher dividend yield.

Is VPFF better than SPY?

SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.