SPY vs TDVG

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

MetricSPYTDVGWinner
Expense Ratio0.09%0.50%
AUM$789.1B$1.4B
Dividend Yield1.01%0.99%
Holdings50592
YTD Return+13.10%+12.37%
1Y Return+22.80%+20.17%
3Y Return (annualized)+20.98%+15.58%
5Y Return (annualized)+13.20%+10.20%
Volatility (annualized)15.3%13.6%
Max Drawdown-56.5%-19.2%
Fund FamilyState Street Investment ManagementT.Rowe Price
CategoryEquityEquity
InceptionJan 22, 1993Aug 4, 2020

SPY vs TDVG Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and T. Rowe Price Dividend Growth ETF (TDVG) is a ETF from T.Rowe Price. Over the past year SPY returned +22.80% while TDVG returned +20.17%. Year to date, SPY is up 13.10% versus a gain of 12.37% for TDVG.

Over three years, SPY compounded at +20.98% per year against +15.58% for TDVG; over five years the annualized figures are +13.20% and +10.20% respectively. Across the full 6-year window we track, TDVG has the edge at +13.46% annualized vs +8.83%. 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 13.6% for TDVG. 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 -56.5% for SPY and -19.2% for TDVG. 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SPY charges 0.09% per year while TDVG charges 0.50%. On a $10,000 position that is $9 vs $50 annually, a gap of $41 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.99% for TDVG.

Holdings Overlap

36.2%overlap

SPY and TDVG share 92 holdings out of 507 unique holdings combined, representing a 36.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in TDVGDifference
AAPL7.09%5.41%1.68%
MSFT4.43%3.86%0.57%
AVGO2.73%3.68%0.95%
JPM:USProProPro
VProProPro
LLYProProPro
KLACProProPro
GEProProPro
BACProProPro
XOMProProPro
See all 10 holdings SPY shares with TDVG
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, SPY or TDVG?

SPY has an expense ratio of 0.09% while TDVG charges 0.50%. SPY is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, SPY or TDVG?

Over the past year SPY returned +22.80% vs +20.17% for TDVG, so SPY leads on 1-year performance. Over the longest common window we track (6 years), SPY annualized +8.83% vs +13.46% for TDVG. Past performance does not guarantee future results.

Which is riskier, SPY or TDVG?

SPY has been the more volatile fund at 15.3% annualized versus 13.6% for TDVG. Worst drawdown: SPY -56.5% vs TDVG -19.2%.

Should I hold both SPY and TDVG?

SPY and TDVG have a monthly-return correlation of 0.93, 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 SPY and TDVG?

SPY and TDVG share 92 common holdings with a 36.2% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, SPY or TDVG?

SPY yields 1.01% while TDVG yields 0.99%, so SPY currently pays the higher dividend yield.

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