SPDR S&P 500 ETF Trust (SPY)

At A Glance

You hold SPY in 0 portfolios



 3.41 +0.89%

3:34pm EDT

US Diversified Equity
YTD Return (Cumulative)
S&P 500 Index
3 Year Return (Annualized)
52 Week High
52 Week Low
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

SPY — More Risk, More Return

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SPY outperforms 71 funds in its category for 3 Year Return, which is higher than the category median.

SPY has a higher risk than 74 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare SPY to its peers...

There are Equity funds with higher returns, but they all carry higher risk.


Fees & Expenses

Expense Ratio
Vs. Category

Expense Ratio0.09
Category Range

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$54 in fees
$20,427 before
$20,373 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Jul 06, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Based on Broad-Index
Lipper S&P 500 Fund IX
Lipper Classification Index
S&P 500 TR IX
Broad-Based Index

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