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SPLG vs SPY: Performance & Backtest Comparison

SPY delivered the higher return - 13.78% CAGR vs 13.18% - 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
CAGR13.18%13.78%
Total return521.24%639.34%
Volatility14.05%14.19%
Max drawdown-23.90%Sep 2022-23.93%Sep 2022
Sharpe0.860.88
Sortino1.231.29
Best year31.99%32.31%
Worst year-18.10%-18.17%
Final balance$62,124$73,934

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: 13.78% annualized versus 13.18% 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 14.05% annualized volatility and a -23.90% max drawdown, versus 14.19% and -23.93% for SPY.