LCTO vs SPYM

LCTO vs SPYM

Which is better, LCTO or SPYM?

SPYM costs less.

SPYM has a lower expense ratio.

Lower Fees: SPYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricLCTOSPYM
Expense Ratio0.70%0.02%Best
AUM$501,400.12$185.2B
Dividend Yield0.38%1.01%
Holdings29509
YTD Return-0.55%+13.57%Best
1Y Return-+17.53%
3Y Return (annualized)-+22.46%
5Y Return (annualized)-+13.29%
Fund FamilyKurvState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 6, 2026Nov 8, 2005

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

LCTO vs SPYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare LCTO against instead:LCTO vs SPYLCTO vs QQQLCTO vs VOOLCTO vs VTISPYM against:SPYM vs VXUS

LCTO vs SPYM Performance

Kurv US Large Cap TaxOptimized ETF (LCTO) is an ETF from Kurv and State Street SPDR Portfolio S&P 500 ETF (SPYM) is an ETF from State Street Investment Management. Year to date, LCTO is down 0.55% versus a gain of 13.57% for SPYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

LCTO charges 0.70% per year while SPYM charges 0.02%. On a $10,000 position that is $70 vs $2 annually, a gap of $68 per year that compounds over a long holding period. On income, LCTO currently yields 0.38% against 1.01% for SPYM.

Holdings Overlap

We hold position weights for 10 holdings in LCTO and 505 in SPYM, totalling 94.7% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 10 positions we hold weights for in LCTO and 505 in SPYM, against full books of 29 and 509.

You are not choosing between two funds in isolation.

Whichever of LCTO and SPYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

LCTOSPYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LCTO or SPYM?

LCTO has an expense ratio of 0.70% while SPYM charges 0.02%. SPYM is the cheaper option, by $68 a year on a $10,000 investment.

Which pays a higher dividend, LCTO or SPYM?

LCTO yields 0.38% while SPYM yields 1.01%, so SPYM currently pays the higher dividend yield.

Is SPYM better than LCTO?

SPYM has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.