SPY vs XVTS

SPY vs XVTS

Which is better, SPY or XVTS?

Large Cap Blend against Option Writing.

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

MetricSPYXVTS
Expense Ratio0.09%Best0.85%
AUM$804.7B$3M
Dividend Yield0.98%0.00%
Holdings5051
YTD Return+11.97%Best+2.46%
1Y Return+16.40%-
3Y Return (annualized)+21.10%-
5Y Return (annualized)+12.88%-
Fund FamilyState Street Investment ManagementFirst Trust Portfolios (US)
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionJan 22, 1993Aug 18, 2026

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

SPY vs XVTS 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 XVTS Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and FT Vest TSLA & Target Income ETF (XVTS) is an ETF from First Trust Portfolios (US). Year to date, SPY is up 11.97% versus a gain of 2.46% for XVTS.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while XVTS charges 0.85%. On a $10,000 position that is $9 vs $85 annually, a gap of $76 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.00% for XVTS.

Holdings Overlap

SPY already in XVTS1.5%

At least 1.5% of SPY's money is in holdings XVTS also owns.

Stated as a floor: for XVTS, our book for it covers 75.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

SPY and XVTS share little of their money.

1 positions in common, counted across the 504 positions we hold weights for in SPY and 1 in XVTS, against full books of 505 and 1.

Top Shared Holdings

StockWeight in SPYWeight in XVTSDifference
TSLATesla Inc1.52%75.77%74.25%

You are not choosing between two funds in isolation.

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

SPYXVTS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or XVTS?

SPY has an expense ratio of 0.09% while XVTS charges 0.85%. SPY is the cheaper option, by $76 a year on a $10,000 investment.

What is the holdings overlap between SPY and XVTS?

At least 1.5% of SPY's money is in holdings XVTS also owns. Our book for XVTS is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 504 positions we hold weights for in SPY and 1 in XVTS.

Which pays a higher dividend, SPY or XVTS?

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

Is XVTS 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.