ETF Versus

SPTM vs VBR

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF vs Vanguard Small-Cap Value Index Fund ETF Shares

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
VBR

Vanguard Small-Cap Value Index Fund ETF Shares (VBR) is an exchange-traded fund that provides exposure to us small cap value securities. 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

Both funds have delivered similar 1-year returns (15.9% vs 15.0%), tracking closely.

Key Metrics

Metric SPTM VBR
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Total Market US Small 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%
VBR +29.6%

Performance Comparison

Period SPTM VBR Difference
1 Month -3.76% -4.01% +0.25%
3 Months -3.66% +1.73% -5.39%
6 Months -2.04% +3.54% -5.58%
YTD -3.66% +1.73% -5.39%
1 Year +15.90% +15.02% +0.88%
3 Years +57.40% +37.32% +20.08%
5 Years +57.96% +29.61% +28.35%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SPTM Fees VBR 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 VBR
Annualized Volatility 16.9% 19.9%
Max Drawdown -25.0% -25.1%
Sharpe Ratio 0.36 0.14

Dividend Comparison

Metric SPTM VBR
Annual Dividend (per share) $0.95 $4.14
Dividend Yield 1.19% 1.90%
Distribution Frequency Quarterly Quarterly

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