SPY vs ZCBG

SPY vs ZCBG

Which is better, SPY or ZCBG?

ZCBG costs less.

ZCBG has a lower expense ratio.

Lower Fees: ZCBG

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

MetricSPYZCBG
Expense Ratio0.09%0.07%Best
AUM$804.7B$963,217.82
Dividend Yield0.98%2.53%
Holdings5056
YTD Return+12.09%Best-3.75%
1Y Return+16.29%-
3Y Return (annualized)+21.20%-
5Y Return (annualized)+13.37%-
Fund FamilyState Street Investment ManagementGlobal X by mirae Asset
CategoryEquityFixed Income
StyleLarge Cap Blend-
InceptionJan 22, 1993Jan 6, 2026

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

SPY vs ZCBG 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 ZCBG Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Global X Zero Coupon Bond 2035 ETF (ZCBG) is an ETF from Global X by mirae Asset. Year to date, SPY is up 12.09% versus a loss of 3.75% for ZCBG.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while ZCBG charges 0.07%. On a $10,000 position that is $9 vs $7 annually, a gap of $2 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 2.53% for ZCBG.

You are not choosing between two funds in isolation.

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

SPYZCBG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or ZCBG?

SPY has an expense ratio of 0.09% while ZCBG charges 0.07%. ZCBG is the cheaper option, by $2 a year on a $10,000 investment.

Which pays a higher dividend, SPY or ZCBG?

SPY yields 0.98% while ZCBG yields 2.53%, so ZCBG currently pays the higher dividend yield.

Is ZCBG better than SPY?

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