ETF Versus

SPSM vs VTV

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

Last updated: 2026-04-02

SPSM

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
VTV

Vanguard Value Index Fund ETF Shares (VTV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2004, the fund has a 22-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2004-01-30

Quick Verdict

SPSM has edged ahead over the past year (17.2% vs 13.5%).

Key Metrics

Metric SPSM VTV
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Small Cap US Large Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

80 96 112 128 144 160 2021-04 2022-06 2023-09 2024-12 2026-04
SPSM +13.0%
VTV +47.7%

Performance Comparison

Period SPSM VTV Difference
1 Month -3.42% -3.72% +0.30%
3 Months +2.83% +2.00% +0.83%
6 Months +4.15% +4.99% -0.84%
YTD +2.83% +2.00% +0.83%
1 Year +17.20% +13.50% +3.70%
3 Years +28.78% +41.26% -12.48%
5 Years +12.96% +47.66% -34.70%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SPSM Fees VTV 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 VTV
Annualized Volatility 21.5% 13.9%
Max Drawdown -28.7% -18.1%
Sharpe Ratio 0.01 0.31

Dividend Comparison

Metric SPSM VTV
Annual Dividend (per share) $0.77 $3.97
Dividend Yield 1.58% 2.02%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose SPSM if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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