ETF Versus

SPTM vs SPY

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF vs State Street SPDR S&P 500 ETF Trust

Last updated: 2026-04-02

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) is an exchange-traded fund that provides exposure to the total U.S. stock market across all capitalizations. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-10-10
SPY

State Street SPDR S&P 500 ETF Trust (SPY) is an exchange-traded fund that provides exposure to large-cap U.S. equities across growth and value styles. Launched in 1993, the fund has a 33-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 1993-01-29

Quick Verdict

Both funds have delivered similar 1-year returns (15.9% vs 16.1%), tracking closely.

Key Metrics

Metric SPTM SPY
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Total Market US Large Cap Blend

Performance Chart

Indexed to 100 at start (5-year comparison)

85 103 121 139 157 175 2021-04 2022-06 2023-09 2024-12 2026-04
SPTM +58.0%
SPY +61.2%

Performance Comparison

Period SPTM SPY Difference
1 Month -3.76% -3.69% -0.07%
3 Months -3.66% -4.09% +0.43%
6 Months -2.04% -2.44% +0.40%
YTD -3.66% -4.09% +0.43%
1 Year +15.90% +16.07% -0.17%
3 Years +57.40% +59.45% -2.05%
5 Years +57.96% +61.25% -3.29%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SPTM Fees SPY 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 SPTM SPY
Annualized Volatility 16.9% 17.1%
Max Drawdown -25.0% -25.4%
Sharpe Ratio 0.36 0.38

Dividend Comparison

Metric SPTM SPY
Annual Dividend (per share) $0.95 $7.38
Dividend Yield 1.19% 1.13%
Distribution Frequency Quarterly Quarterly

Related Comparisons

ARKK vs SPY COWZ vs SPY GLD vs SPY IBIT vs SPY IJR vs SPTM IJR vs SPY ITOT vs SPTM ITOT vs SPY