ETF Versus

SPTM vs SPYV

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

Last updated: 2026-04-02

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

State Street SPDR Portfolio S&P 500 Value ETF (SPYV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-10-02

Quick Verdict

Over the past year, SPTM has significantly outperformed with a 15.9% return vs 10.5%.

Key Metrics

Metric SPTM SPYV
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 Value

Performance Chart

Indexed to 100 at start (5-year comparison)

85 102 119 136 153 170 2021-04 2022-06 2023-09 2024-12 2026-04
SPTM +58.0%
SPYV +47.1%

Performance Comparison

Period SPTM SPYV Difference
1 Month -3.76% -3.87% +0.11%
3 Months -3.66% -0.54% -3.12%
6 Months -2.04% +1.51% -3.55%
YTD -3.66% -0.54% -3.12%
1 Year +15.90% +10.47% +5.43%
3 Years +57.40% +39.05% +18.35%
5 Years +57.96% +47.10% +10.86%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SPTM Fees SPYV 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 SPYV
Annualized Volatility 16.9% 14.4%
Max Drawdown -25.0% -19.1%
Sharpe Ratio 0.36 0.30

Dividend Comparison

Metric SPTM SPYV
Annual Dividend (per share) $0.95 $1.03
Dividend Yield 1.19% 1.82%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose SPTM if...

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

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