SPY vs USIG

Quick Verdict

USIG has a lower expense ratio. SPY delivered stronger 1-year returns. USIG offers more diversification with 9966 holdings.

Lower Fees: USIGHigher Returns: SPYMore Diversified: USIG

Side-by-Side Comparison

MetricSPYUSIGWinner
Expense Ratio0.09%0.04%
AUM$789.1B$17.3B
Dividend Yield1.01%4.72%
Holdings50511,462
YTD Return+13.79%-0.31%
1Y Return+23.66%+2.15%
3Y Return (annualized)+21.40%+5.19%
5Y Return (annualized)+13.37%+0.23%
Volatility (annualized)15.3%7.4%
Max Drawdown-56.5%-21.6%
Fund FamilyState Street Investment ManagementiShares by BlackRock (US)
CategoryEquityFixed Income
InceptionJan 22, 1993Jan 5, 2007

SPY vs USIG Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and iShares Broad USD Investment Grade Corporate Bond ETF (USIG) is a ETF from iShares by BlackRock (US). Over the past year SPY returned +23.66% while USIG returned +2.15%. Year to date, SPY is up 13.79% versus a loss of 0.31% for USIG.

Over three years, SPY compounded at +21.40% per year against +5.19% for USIG; over five years the annualized figures are +13.37% and +0.23% respectively. Across the full 8-year window we track, SPY has the edge at +8.85% annualized vs +1.83%. 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 7.4% for USIG. 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 -21.6% for USIG. 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPY charges 0.09% per year while USIG charges 0.04%. On a $10,000 position that is $9 vs $4 annually, a gap of $5 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 4.72% for USIG.

Holdings Overlap

0.1%overlap

SPY and USIG share 8 holdings out of 10461 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in USIGDifference
LRCX0.68%0.00%0.68%
GE0.61%0.01%0.60%
DUK0.15%0.01%0.14%
AONProProPro
KDPProProPro
ADMProProPro
HUBBProProPro
CNPProProPro
See all 8 holdings SPY shares with USIG
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, SPY or USIG?

SPY has an expense ratio of 0.09% while USIG charges 0.04%. USIG is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, SPY or USIG?

Over the past year SPY returned +23.66% vs +2.15% for USIG, so SPY leads on 1-year performance. Over the longest common window we track (8 years), SPY annualized +8.85% vs +1.83% for USIG. Past performance does not guarantee future results.

Which is riskier, SPY or USIG?

SPY has been the more volatile fund at 15.3% annualized versus 7.4% for USIG. Worst drawdown: SPY -56.5% vs USIG -21.6%.

Should I hold both SPY and USIG?

SPY and USIG have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and USIG?

SPY and USIG share 8 common holdings with a 0.1% weight overlap. Combined, they hold 10461 unique securities.

Which pays a higher dividend, SPY or USIG?

SPY yields 1.01% while USIG yields 4.72%, so USIG currently pays the higher dividend yield.

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