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SPLG vs SPY: Performance & Backtest Comparison

SPY delivered the higher return - 14.09% CAGR vs 13.96% - over 2011-02-28 → 2025-10-31.

Growth comparison

Drawdown

Annual returns

SPLGSPY
NameSPDR Portfolio S&P 500 ETFState Street SPDR S&P 500 ETF Trust
CAGR13.96%14.09%
Total return586.87%663.24%
Volatility14.02%14.18%
Max drawdown-23.90%Sep 2022-23.93%Sep 2022
Sharpe0.910.90
Sortino1.311.32
Best year33.17%32.31%
Worst year-18.10%-18.17%
Final balance$68,687$76,324

Correlation of monthly returns: 0.99. Wondering if you need both? Check their fund overlap →

All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.

Which has performed better, SPLG or SPY?

Over 2011-02-28 to 2025-10-31, SPY performed better: 14.09% annualized versus 13.96% for SPLG, with dividends reinvested. Past performance does not guarantee future results.

How similar are SPLG and SPY?

Their monthly returns have a correlation of 0.99 over the common period. SPLG is SPDR Portfolio S&P 500 ETF; SPY is State Street SPDR S&P 500 ETF Trust.

Which is riskier, SPLG or SPY?

Over the common period SPLG had 14.02% annualized volatility and a -23.90% max drawdown, versus 14.18% and -23.93% for SPY.