MAPP vs SPY

Quick Verdict

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

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricMAPPSPYWinner
Expense Ratio0.80%0.09%
AUM$10M$789.1B
Dividend Yield2.78%1.01%
Holdings24505
YTD Return+6.29%+13.50%
1Y Return+16.06%+23.56%
3Y Return (annualized)+15.09%+21.17%
5Y Return (annualized)-+13.46%
Volatility (annualized)8.5%15.3%
Max Drawdown-12.9%-56.5%
Fund FamilyHarbor FundsState Street Investment Management
CategoryAlternativeEquity
InceptionSep 13, 2023Jan 22, 1993

MAPP vs SPY Performance

Harbor Multi-Asset Explorer ETF (MAPP) is a ETF from Harbor Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year MAPP returned +16.06% while SPY returned +23.56%. Year to date, MAPP is up 6.29% versus a gain of 13.50% for SPY.

Over three years, MAPP compounded at +15.09% per year against +21.17% for SPY. Across the full 3-year window we track, MAPP has the edge at +15.09% annualized vs +8.85%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 8.5% for MAPP. 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 -12.9% for MAPP and -56.5% for SPY. 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MAPP charges 0.80% per year while SPY charges 0.09%. On a $10,000 position that is $80 vs $9 annually, a gap of $71 per year that compounds over a long holding period. On income, MAPP currently yields 2.78% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

MAPP and SPY share 0 holdings out of 526 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, MAPP or SPY?

MAPP has an expense ratio of 0.80% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, MAPP or SPY?

Over the past year MAPP returned +16.06% vs +23.56% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (3 years), MAPP annualized +15.09% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, MAPP or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 8.5% for MAPP. Worst drawdown: MAPP -12.9% vs SPY -56.5%.

Should I hold both MAPP and SPY?

MAPP and SPY have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MAPP and SPY?

MAPP and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 526 unique securities.

Which pays a higher dividend, MAPP or SPY?

MAPP yields 2.78% while SPY yields 1.01%, so MAPP currently pays the higher dividend yield.

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