PortfoliosLab logoPortfoliosLab logo
TPU.TO vs. SPY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TPU.TO vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in TD U.S. Equity Index ETF (TPU.TO) and State Street SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

TPU.TO is traded in CAD, while SPY is traded in USD. To make them comparable, the SPY values have been converted to CAD using the latest available exchange rates.

Returns By Period

The year-to-date returns for both investments are quite close, with TPU.TO having a 12.48% return and SPY slightly higher at 12.65%. Both investments have delivered pretty close results over the past 10 years, with TPU.TO having a 16.10% annualized return and SPY not far ahead at 16.36%.


TPU.TO

1D
-0.27%
1M
7.38%
YTD
12.48%
6M
10.60%
1Y
29.73%
3Y*
23.84%
5Y*
16.57%
10Y*
16.10%

SPY

1D
0.00%
1M
7.46%
YTD
12.65%
6M
10.82%
1Y
30.02%
3Y*
23.90%
5Y*
17.15%
10Y*
16.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TPU.TO vs. SPY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TPU.TO
TD U.S. Equity Index ETF
12.48%12.69%34.82%24.24%-14.31%26.02%18.73%25.02%3.03%13.31%
SPY
State Street SPDR S&P 500 ETF
12.32%12.32%35.62%23.40%-12.34%27.57%16.33%24.77%3.52%13.96%

Correlation

The correlation between TPU.TO and SPY is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.90

Correlation (3Y)
Calculated over the trailing 3-year period

0.93

Correlation (5Y)
Calculated over the trailing 5-year period

0.93

Correlation (10Y)
Calculated over the trailing 10-year period

0.88

Correlation (All Time)
Calculated using the full available price history since Mar 31, 2016

0.87

The correlation between TPU.TO and SPY has been stable across timeframes, ranging from 0.87 to 0.93 - a consistent structural relationship.

TPU.TO vs. SPY - Sectors Allocation Comparison


Sectors
TPU.TO
SPY

Technology

35.3%
35.9%

Communication Services

11.5%
11.3%

Financial Services

11.5%
11.8%

Consumer Cyclical

10.0%
10.3%

Healthcare

8.8%
8.4%

Industrials

8.6%
7.8%

Consumer Defensive

4.8%
4.8%

Energy

3.6%
3.6%

Utilities

2.3%
2.4%

Basic Materials

1.8%
1.8%

Real Estate

1.8%
1.9%

Technology

TPU.TO
35.3%
SPY
35.9%

Communication Services

TPU.TO
11.5%
SPY
11.3%

Financial Services

TPU.TO
11.5%
SPY
11.8%

Consumer Cyclical

TPU.TO
10.0%
SPY
10.3%

Healthcare

TPU.TO
8.8%
SPY
8.4%

Industrials

TPU.TO
8.6%
SPY
7.8%

Consumer Defensive

TPU.TO
4.8%
SPY
4.8%

Energy

TPU.TO
3.6%
SPY
3.6%

Utilities

TPU.TO
2.3%
SPY
2.4%

Basic Materials

TPU.TO
1.8%
SPY
1.8%

Real Estate

TPU.TO
1.8%
SPY
1.9%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

TPU.TO vs. SPY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TPU.TO
TPU.TO Risk / Return Rank: 7373
Overall Rank
TPU.TO Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
TPU.TO Sortino Ratio Rank: 7474
Sortino Ratio Rank
TPU.TO Omega Ratio Rank: 7777
Omega Ratio Rank
TPU.TO Calmar Ratio Rank: 6868
Calmar Ratio Rank
TPU.TO Martin Ratio Rank: 6868
Martin Ratio Rank

SPY
SPY Risk / Return Rank: 7070
Overall Rank
SPY Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
SPY Sortino Ratio Rank: 6969
Sortino Ratio Rank
SPY Omega Ratio Rank: 7070
Omega Ratio Rank
SPY Calmar Ratio Rank: 6262
Calmar Ratio Rank
SPY Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TPU.TO vs. SPY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TD U.S. Equity Index ETF (TPU.TO) and State Street SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


TPU.TOSPYDifference
Sharpe ratioReturn per unit of total volatility

-0.06

Sortino ratioReturn per unit of downside risk

-0.05

Omega ratioGain probability vs. loss probability

1.46

1.49

-0.03

Calmar ratioReturn relative to maximum drawdown

3.44

3.50

-0.06

Martin ratioReturn relative to average drawdown

12.86

13.31

-0.45

TPU.TO vs. SPY - Sharpe Ratio Comparison

The current TPU.TO Sharpe Ratio is 2.53, which is comparable to the SPY Sharpe Ratio of 2.59. The chart below compares the historical Sharpe Ratios of TPU.TO and SPY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


TPU.TOSPYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.53

2.59

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.09

1.14

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.97

1.01

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.97

1.13

-0.16

Drawdowns

TPU.TO vs. SPY - Drawdown Comparison

The maximum TPU.TO drawdown since its inception was -27.96%, roughly equal to the maximum SPY drawdown of -27.34%. Use the drawdown chart below to compare losses from any high point for TPU.TO and SPY.


Loading charts...

Drawdown Indicators


TPU.TOSPYDifference

Max Drawdown

Largest peak-to-trough decline

-27.96%

-27.34%

-0.62%

Max Drawdown (1Y)

Largest decline over 1 year

-8.68%

-8.62%

-0.06%

Max Drawdown (3Y)

Largest decline over 3 years

-19.30%

-19.00%

-0.30%

Max Drawdown (5Y)

Largest decline over 5 years

-23.73%

-22.08%

-1.65%

Max Drawdown (10Y)

Largest decline over 10 years

-27.96%

-27.34%

-0.62%

Current Drawdown

Current decline from peak

-0.27%

0.00%

-0.27%

Average Drawdown

Average peak-to-trough decline

-3.96%

-3.21%

-0.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.32%

2.26%

+0.06%

Volatility

TPU.TO vs. SPY - Volatility Comparison

TD U.S. Equity Index ETF (TPU.TO) has a higher volatility of 3.23% compared to State Street SPDR S&P 500 ETF (SPY) at 2.61%. This indicates that TPU.TO's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


TPU.TOSPYDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.23%

2.61%

+0.62%

Volatility (6M)

Calculated over the trailing 6-month period

8.83%

8.79%

+0.04%

Volatility (1Y)

Calculated over the trailing 1-year period

11.81%

11.66%

+0.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.31%

15.15%

+0.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.60%

16.19%

+0.41%

TPU.TO vs. SPY - Expense Ratio Comparison

TPU.TO has a 0.06% expense ratio, which is lower than SPY's 0.09% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

TPU.TO vs. SPY - Dividend Comparison

TPU.TO's dividend yield for the trailing twelve months is around 0.85%, less than SPY's 0.98% yield.


PositionTTM20252024202320222021202020192018201720162015
SPY
State Street SPDR S&P 500 ETF
0.98%1.07%1.21%1.40%1.65%1.20%1.52%1.75%2.04%1.80%2.03%2.06%
TPU.TO
TD U.S. Equity Index ETF
0.85%0.96%0.90%1.22%1.34%0.99%1.23%1.23%1.57%1.59%1.33%0.00%

Frequently Asked Questions


TPU.TO and SPY have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TPU.TO is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TPU.TO is cheaper with a 0.06% expense ratio, compared with 0.09% for SPY.

TPU.TO is categorized as Large Cap Blend Equities, while SPY is S&P 500. TPU.TO tracks Solactive US Large Cap CAD Index, while SPY tracks S&P 500 Index. They also come from different issuers: TD and State Street. Their fees differ too: 0.06% for TPU.TO and 0.09% for SPY.

Portfolio Optimizer

Find the right allocation for TPU.TO and SPY

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer