MODL 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

MetricMODLSPYWinner
Expense Ratio0.46%0.09%
AUM$1.0B$789.1B
Dividend Yield0.71%1.01%
Holdings371505
YTD Return+11.63%+13.79%
1Y Return+21.53%+23.66%
3Y Return (annualized)+20.25%+21.40%
5Y Return (annualized)-+13.37%
Volatility (annualized)12.4%15.3%
Max Drawdown-17.6%-56.5%
Fund FamilyVictory Capital Management Inc.State Street Investment Management
CategoryEquityEquity
InceptionOct 11, 2022Jan 22, 1993

MODL vs SPY Performance

VictoryShares WestEnd US Sector ETF (MODL) is a ETF from Victory Capital Management Inc. and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year MODL returned +21.53% while SPY returned +23.66%. Year to date, MODL is up 11.63% versus a gain of 13.79% for SPY.

Over three years, MODL compounded at +20.25% per year against +21.40% for SPY. Across the full 4-year window we track, MODL has the edge at +22.88% 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 12.4% for MODL. 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 -17.6% for MODL 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

MODL charges 0.46% per year while SPY charges 0.09%. On a $10,000 position that is $46 vs $9 annually, a gap of $37 per year that compounds over a long holding period. On income, MODL currently yields 0.71% against 1.01% for SPY.

Holdings Overlap

73.5%overlap

MODL and SPY share 315 holdings out of 556 unique holdings combined, representing a 73.5% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in MODLWeight in SPYDifference
NVDA6.66%7.31%0.65%
AAPL5.57%7.09%1.52%
GOOGL5.33%3.32%2.01%
MSFTProProPro
GOOGProProPro
AMZNProProPro
AVGOProProPro
METAProProPro
JPM:USProProPro
LLYProProPro
See all 10 holdings MODL shares with SPY
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, MODL or SPY?

MODL has an expense ratio of 0.46% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, MODL or SPY?

Over the past year MODL returned +21.53% vs +23.66% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (4 years), MODL annualized +22.88% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, MODL or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 12.4% for MODL. Worst drawdown: MODL -17.6% vs SPY -56.5%.

Should I hold both MODL and SPY?

MODL and SPY have a monthly-return correlation of 0.98, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between MODL and SPY?

MODL and SPY share 315 common holdings with a 73.5% weight overlap. Combined, they hold 556 unique securities.

Which pays a higher dividend, MODL or SPY?

MODL yields 0.71% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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