SPY vs YALL
State Street SPDR S&P 500 ETF Trust vs Truth Social God Bless America ETF
Which is better, SPY or YALL?
SPY has been ahead.
SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. SPY is less concentrated, with 38.2% of the fund in its ten largest positions against 52.2%.
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
| Metric | SPY | YALL |
|---|---|---|
| Expense Ratio | 0.09%Best | 0.65% |
| AUM | $823.2B | $82M |
| Dividend Yield | 0.99% | 0.48% |
| Holdings | 1,515 | 42 |
| YTD Return | +13.53%Best | -1.50% |
| 1Y Return | +17.47%Best | -4.36% |
| 3Y Return (annualized) | +22.36%Best | +18.55% |
| 5Y Return (annualized) | +13.21% | - |
| Volatility (annualized) | 12.8%Best | 16.1% |
| Max Drawdown | -18.8%Best | -19.7% |
| $10,000 over 4 years | $22,622Best | $22,438 |
| Top 10 Weight | 38.2%Best | 52.2% |
| Fund Family | State Street Investment Management | Truth Social Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 22, 1993 | Oct 10, 2022 |
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Oct 11, 2022 to Oct 14, 2026 (4 years).
SPY vs YALL 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 covers the 4 years both funds cover.
SPY vs YALL Performance
State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Truth Social God Bless America ETF (YALL) is an ETF from Truth Social Funds. Over the past year SPY returned +17.47% while YALL returned -4.36%. Year to date, SPY is up 13.53% versus a loss of 1.50% for YALL.
Over three years, SPY compounded at +22.36% per year against +18.55% for YALL. Across the full 4-year window we track, SPY has the edge at +22.64% annualized vs +22.39%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
YALL has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 12.8% 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 -18.8% for SPY and -19.7% for YALL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SPY charges 0.09% per year while YALL charges 0.65%. On a $10,000 position that is $9 vs $65 annually, a gap of $56 per year that compounds over a long holding period. On income, SPY currently yields 0.99% against 0.48% for YALL.
Holdings Overlap
16.2% of SPY's money is in holdings YALL also owns. 86.3% of YALL's money is in holdings SPY also owns.
Most of YALL is already inside SPY. Owning both mostly buys the same companies twice.
34 positions in common, counted across the 504 positions we hold weights for in SPY and 39 in YALL, against full books of 1,515 and 42.
What only one of them owns
Measured across the 504 and 39 positions we hold weights for.
SPY holds 462 positions YALL does not, 82.8% of the fund.
Largest: AAPL 7.45%, MSFT 5.71%, AMZN 3.78%, GOOGL 3.12%, GOOG 2.49%
Top Shared Holdings
| Stock | Weight in SPY | Weight in YALL | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.78% | 7.72% | 0.06% |
| PLTRPalantir Technologies Inc | 0.61% | 7.67% | 7.06% |
| AVGOBroadcom Inc | 2.48% | 5.11% | 2.63% |
| TSLATesla Inc | 1.54% | 5.61% | 4.07% |
| COSTCostco Wholesale Corp. | 0.62% | 4.37% | 3.75% |
| SCHWSchwab Strategic T | 0.27% | 4.50% | 4.23% |
| AMGNAmgen Inc. | 0.31% | 4.14% | 3.83% |
| BABoeing Co | 0.25% | 4.08% | 3.83% |
| HCAHca Healthcare Inc. | 0.10% | 4.05% | 3.95% |
| RFRegions Financia | 0.04% | 3.77% | 3.73% |
86.3% of YALL is already inside SPY.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SPY or YALL?
SPY has an expense ratio of 0.09% while YALL charges 0.65%. SPY is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, SPY or YALL?
Over the past year SPY returned +17.47% vs -4.36% for YALL, so SPY leads on 1-year performance. Over the longest common window we track (4 years), SPY annualized +22.64% vs +22.39% for YALL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SPY or YALL?
YALL has been the more volatile fund at 16.1% annualized versus 12.8% for SPY. Worst drawdown: SPY -18.8% vs YALL -19.7%.
Should I hold both SPY and YALL?
SPY and YALL have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SPY and YALL?
86.3% of YALL's money is in holdings SPY also owns. 86.3% of YALL's is in holdings SPY also owns. They hold 34 positions in common, counted across the 504 positions we hold weights for in SPY and 39 in YALL.
Which pays a higher dividend, SPY or YALL?
SPY yields 0.99% while YALL yields 0.48%, so SPY currently pays the higher dividend yield.
Is YALL better than SPY?
SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. SPY is less concentrated, with 38.2% of the fund in its ten largest positions against 52.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.