SPYM vs SUPP
State Street SPDR Portfolio S&P 500 ETF vs TCW Transform Supply Chain ETF
Which is better, SPYM or SUPP?
SPYM has been ahead.
SPYM has a lower expense ratio. SPYM led over 1Y, 3Y and the full window. SPYM is less concentrated, with 39.0% of the fund in its ten largest positions against 59.8%.
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 | SPYM | SUPP |
|---|---|---|
| Expense Ratio | 0.02%Best | 0.75% |
| AUM | $185.2B | $12M |
| Dividend Yield | 1.01% | 0.00% |
| Holdings | 509 | 54 |
| YTD Return | +13.57%Best | +7.65% |
| 1Y Return | +17.53%Best | +7.67% |
| 3Y Return (annualized) | +22.46%Best | +15.44% |
| 5Y Return (annualized) | +13.29% | - |
| Volatility (annualized) | 12.2%Best | 19.1% |
| Max Drawdown | -18.7%Best | -25.3% |
| $10,000 over 3.7 years | $19,980Best | $15,533 |
| Top 10 Weight | 39.0%Best | 59.8% |
| Fund Family | State Street Investment Management | TCW ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 8, 2005 | Feb 14, 2023 |
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Feb 16, 2023 to Oct 14, 2026 (3.7 years).
SPYM vs SUPP 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 3.7 years both funds cover.
SPYM vs SUPP Performance
State Street SPDR Portfolio S&P 500 ETF (SPYM) is an ETF from State Street Investment Management and TCW Transform Supply Chain ETF (SUPP) is an ETF from TCW ETFs. Over the past year SPYM returned +17.53% while SUPP returned +7.67%. Year to date, SPYM is up 13.57% versus a gain of 7.65% for SUPP.
Over three years, SPYM compounded at +22.46% per year against +15.44% for SUPP. Across the full 4-year window we track, SPYM has the edge at +20.57% annualized vs +12.64%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SUPP has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 12.2% for SPYM. 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 -18.7% for SPYM and -25.3% for SUPP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SPYM charges 0.02% per year while SUPP charges 0.75%. On a $10,000 position that is $2 vs $75 annually, a gap of $73 per year that compounds over a long holding period. On income, SPYM currently yields 1.01% against 0.00% for SUPP.
Holdings Overlap
16.8% of SPYM's money is in holdings SUPP also owns. 51.5% of SUPP's money is in holdings SPYM also owns.
The two portfolios partly overlap.
14 positions in common, counted across the 505 positions we hold weights for in SPYM and 27 in SUPP, against full books of 509 and 54.
What only one of them owns
Our book lists 8 positions for SUPP that do not appear in our book for SPYM (23.6% of the fund), and 484 for SPYM that do not appear in SUPP (82.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in SPYM | Weight in SUPP | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.49% | 8.81% | 0.32% |
| AMZNAmazon.Com Inc | 3.70% | 5.12% | 1.42% |
| LRCXLam Research Corp | 0.65% | 6.55% | 5.90% |
| ETNEaton Corp Plc | 0.25% | 6.58% | 6.33% |
| AVGOBroadcom Inc | 2.53% | 1.95% | 0.58% |
| TTTrane Technologies PLC|125 | 0.15% | 4.01% | 3.86% |
| TDGTransdigm Group Inc. | 0.09% | 4.00% | 3.91% |
| MLMMartin Marietta Materials Inc. | 0.04% | 3.70% | 3.66% |
| CATCaterpillar, Inc. | 0.58% | 2.37% | 1.79% |
| CSXCsx Corp. | 0.13% | 2.13% | 2.00% |
51.5% of SUPP is already inside SPYM.
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, SPYM or SUPP?
SPYM has an expense ratio of 0.02% while SUPP charges 0.75%. SPYM is the cheaper option, by $73 a year on a $10,000 investment.
Which performed better, SPYM or SUPP?
Over the past year SPYM returned +17.53% vs +7.67% for SUPP, so SPYM leads on 1-year performance. Over the longest common window we track (4 years), SPYM annualized +20.57% vs +12.64% for SUPP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SPYM or SUPP?
SUPP has been the more volatile fund at 19.1% annualized versus 12.2% for SPYM. Worst drawdown: SPYM -18.7% vs SUPP -25.3%.
Should I hold both SPYM and SUPP?
SPYM and SUPP have a monthly-return correlation of 0.80, 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 SPYM and SUPP?
51.5% of SUPP's money is in holdings SPYM also owns. 51.5% of SUPP's is in holdings SPYM also owns. They hold 14 positions in common, counted across the 505 positions we hold weights for in SPYM and 27 in SUPP.
Which pays a higher dividend, SPYM or SUPP?
SPYM yields 1.01% while SUPP yields 0.00%, so SPYM currently pays the higher dividend yield.
Is SUPP better than SPYM?
SPYM has a lower expense ratio. SPYM led over 1Y, 3Y and the full window. SPYM is less concentrated, with 39.0% of the fund in its ten largest positions against 59.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.