ETF Versus

SPSM vs VTI

State Street SPDR Portfolio S&P 600 Small Cap ETF vs Vanguard Total Stock Market Index Fund ETF Shares

Last updated: 2026-04-02

State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) is an exchange-traded fund that provides exposure to small-cap U.S. equities with higher growth potential and volatility. Launched in 2013, the fund has a 13-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2013-07-09
VTI

Vanguard Total Stock Market Index Fund ETF Shares (VTI) is an exchange-traded fund that provides exposure to the total U.S. stock market across all capitalizations. Launched in 2001, the fund has a 25-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2001-06-15

Quick Verdict

Both funds have delivered similar 1-year returns (17.2% vs 16.3%), tracking closely.

Key Metrics

Metric SPSM VTI
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Small Cap US Total Market

Performance Chart

Indexed to 100 at start (5-year comparison)

80 97 114 131 148 165 2021-04 2022-06 2023-09 2024-12 2026-04
SPSM +13.0%
VTI +52.7%

Performance Comparison

Period SPSM VTI Difference
1 Month -3.42% -3.72% +0.30%
3 Months +2.83% -3.89% +6.72%
6 Months +4.15% -2.41% +6.56%
YTD +2.83% -3.89% +6.72%
1 Year +17.20% +16.29% +0.91%
3 Years +28.78% +57.96% -29.18%
5 Years +12.96% +52.67% -39.71%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SPSM Fees VTI Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric SPSM VTI
Annualized Volatility 21.5% 17.4%
Max Drawdown -28.7% -26.2%
Sharpe Ratio 0.01 0.32

Dividend Comparison

Metric SPSM VTI
Annual Dividend (per share) $0.77 $3.77
Dividend Yield 1.58% 1.17%
Distribution Frequency Quarterly Quarterly

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