Which returned more over the last year, SPYM or SUSA?

In the year to Oct 9, 2026, with distributions reinvested, SPYM returned +17.3% and SUSA +17.6%.

Which is cheaper, SPYM or SUSA?

SPYM is cheaper, by 0.23 percentage points a year. That is about $23 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do SPYM and SUSA overlap with the S&P 500?

By their latest filed holdings, 100% of SPYM and 96% of SUSA by weight is stocks the S&P 500 already holds.

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SPYM vs SUSA: Differences, Returns & Fees

SPYM and SUSA hold 59% of their weight in the same names. Net assets: $178.5bn on Oct 8, 2026 for State Street SPDR Portfolio S&P 500 ETF, and $4.1bn on Oct 9, 2026 for iShares ESG Optimized MSCI USA ETF.

SPYM costs 0.23 points a year less; their one-year returns differ by 0.3 points; SPYM is far larger, $178.5bn against $4.1bn.

SPYM vs SUSA: Differences, Returns & Fees
	SPYM	SUSA
Expense ratio	0.02%	0.25%
Net assets, as of Oct 8, 2026	$178.5bn	$4.1bn
Total return, 1 year	+17.3%	+17.6%
What it tracks	S&P 500 Index ?	MSCI USA Extended ESG Select Index
Holdings in common	59%
Top ten holdings, share of the fund	39.0%	32.7%

Holdings in common uses holdings dated Oct 8, 2026 and Oct 9, 2026.

+17.3%

SPYM total return, 1 year

+17.6%

SUSA total return, 1 year

0.02%

SPYM expense ratio

0.25%

SUSA expense ratio

What they hold in common

By the books each fund has filed, SPYM and SUSA hold 59% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 8, 2026 and Oct 9, 2026.

50%

half

59% in common

Positions both hold, largest shared weight first

Holding SPYM SUSA

NVIDIA CORP 8.33% 7.48%

APPLE INC 7.42% 6.60%

MICROSOFT CORP 5.79% 4.62%

BROADCOM INC 2.56% 2.59%

ALPHABET INC CL C 2.45% 3.23%

ALPHABET INC CL A 3.05% 1.78%

MICRON TECHNOLOGY INC 1.75% 1.70%

TESLA INC 1.58% 1.65%

ADVANCED MICRO DEVICES 1.51% 1.65%

ELI LILLY + CO 1.40% 1.40%

VISA INC CLASS A SHARES 0.95% 1.26%

INTEL CORP 0.79% 0.76%

Only in SPYM

AMAZON.COM INC 3.72%

META PLATFORMS INC CLASS A 2.37%

BERKSHIRE HATHAWAY INC CL B 1.42%

JPMORGAN CHASE + CO 1.31%

EXXONMOBIL HOLDINGS CORP 1.03%

JOHNSON + JOHNSON 0.92%

WALMART INC 0.74%

ABBVIE INC 0.72%

Only in SUSA

CHENIERE ENERGY 0.71%

CLOUDFLARE CLASS A 0.42%

TECHNIPFMC PLC 0.37%

MERCADOLIBRE 0.31%

OKTA CLASS A 0.29%

SNOWFLAKE 0.28%

MONGODB CLASS A 0.18%

ZSCALER 0.17%

Check overlap with more funds →

On the same fields

SPYM

State Street SPDR Portfolio S&P 500 ETF

SUSA

iShares ESG Optimized MSCI USA ETF

Where it sits Stock ETF Stock ETF

Issuer State Street iShares

What it is Tracks the S&P 500 Tracks an index

Total return, 1 year +17.3% +17.6%

Its benchmark over the same days +17.3% (IVV) not published

Gap to its benchmark 0.0 pts vs IVV not available

Expense ratio 0.02% 0.25%

Already in the S&P 500 99.8% 96.3%

Holdings 506 204

Net assets, SPYM as of Oct 8, 2026 and SUSA as of Oct 9, 2026 $178.5bn $4.1bn

Former ticker SPLG none

SPYM and SUSA on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About SPYM

SPYM tracks the S&P 500. Over the year to Oct 9, 2026 it returned +17.3% with distributions reinvested, against +17.3% for its benchmark, the S&P 500 Index ?. The prospectus expense ratio is 0.02% a year. By its holdings published by its issuer for Oct 8, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 506 positions, with the top ten at 39.0%.

About SUSA

SUSA tracks an index. Over the year to Oct 9, 2026 it returned +17.6% with distributions reinvested. The prospectus expense ratio is 0.25% a year. By its holdings published by its issuer for Oct 9, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 204 positions, with the top ten at 32.7%.

Questions people ask

Which returned more over the last year, SPYM or SUSA?: In the year to Oct 9, 2026, with distributions reinvested, SPYM returned +17.3% and SUSA +17.6%.
Which is cheaper, SPYM or SUSA?: SPYM is cheaper, by 0.23 percentage points a year. That is about $23 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do SPYM and SUSA overlap with the S&P 500?: By their latest filed holdings, 100% of SPYM and 96% of SUSA by weight is stocks the S&P 500 already holds.

Other comparisons

GRNY vs SPYM DSI vs SPYM IWL vs SPYM DFSU vs SPYM SUSA vs VIG ITOT vs SUSA SCHX vs SUSA SUSA vs VV

SPYM on its own →SUSA on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

SPYM filings on SEC EDGAR ↗SPYM prospectus with the expense ratio (SEC) ↗State Street website ↗SUSA filings on SEC EDGAR ↗SUSA prospectus with the expense ratio (SEC) ↗iShares page for SUSA ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, SPYM against SUSA, data as of Oct 9, 2026. https://etfiq.com/compare/any/spym-vs-susa

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.