SPY vs TECB

Quick Verdict

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

Lower Fees: SPYHigher Returns: TECBMore Diversified: SPY

Side-by-Side Comparison

MetricSPYTECBWinner
Expense Ratio0.09%0.30%
AUM$789.1B$454M
Dividend Yield1.01%0.30%
Holdings505177
YTD Return+13.79%+22.59%
1Y Return+23.66%+29.89%
3Y Return (annualized)+21.40%+25.71%
5Y Return (annualized)+13.37%+12.29%
Volatility (annualized)15.3%21.8%
Max Drawdown-56.5%-41.6%
Fund FamilyState Street Investment ManagementiShares by BlackRock (US)
CategoryEquityEquity
InceptionJan 22, 1993Jan 8, 2020

SPY vs TECB Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and iShares US Tech Breakthrough Multisector ETF (TECB) is a ETF from iShares by BlackRock (US). Over the past year SPY returned +23.66% while TECB returned +29.89%. Year to date, SPY is up 13.79% versus a gain of 22.59% for TECB.

Over three years, SPY compounded at +21.40% per year against +25.71% for TECB; over five years the annualized figures are +13.37% and +12.29% respectively. Across the full 7-year window we track, TECB has the edge at +18.06% annualized vs +8.85%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TECB has been the more volatile fund, with annualized monthly volatility of 21.8% compared with 15.3% for SPY. 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 -41.6% for TECB. 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPY charges 0.09% per year while TECB charges 0.30%. On a $10,000 position that is $9 vs $30 annually, a gap of $21 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.30% for TECB.

Holdings Overlap

31.4%overlap

SPY and TECB share 54 holdings out of 620 unique holdings combined, representing a 31.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in TECBDifference
AAPL7.09%3.91%3.18%
NVDA7.31%3.67%3.64%
MSFT4.43%3.57%0.86%
AMZNProProPro
GOOGLProProPro
AMDProProPro
METAProProPro
INTCProProPro
PANWProProPro
VProProPro
See all 10 holdings SPY shares with TECB
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, SPY or TECB?

SPY has an expense ratio of 0.09% while TECB charges 0.30%. SPY is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

Which performed better, SPY or TECB?

Over the past year SPY returned +23.66% vs +29.89% for TECB, so TECB leads on 1-year performance. Over the longest common window we track (7 years), SPY annualized +8.85% vs +18.06% for TECB. Past performance does not guarantee future results.

Which is riskier, SPY or TECB?

TECB has been the more volatile fund at 21.8% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs TECB -41.6%.

Should I hold both SPY and TECB?

SPY and TECB have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and TECB?

SPY and TECB share 54 common holdings with a 31.4% weight overlap. Combined, they hold 620 unique securities.

Which pays a higher dividend, SPY or TECB?

SPY yields 1.01% while TECB yields 0.30%, so SPY currently pays the higher dividend yield.

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