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SPTM vs VTV

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

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
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

SPTM has edged ahead over the past year (15.9% vs 13.5%).

Key Metrics

Metric SPTM VTV
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%
VTV +47.7%

Performance Comparison

Period SPTM VTV Difference
1 Month -3.76% -3.72% -0.04%
3 Months -3.66% +2.00% -5.66%
6 Months -2.04% +4.99% -7.03%
YTD -3.66% +2.00% -5.66%
1 Year +15.90% +13.50% +2.40%
3 Years +57.40% +41.26% +16.14%
5 Years +57.96% +47.66% +10.30%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SPTM 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 SPTM VTV
Annualized Volatility 16.9% 13.9%
Max Drawdown -25.0% -18.1%
Sharpe Ratio 0.36 0.31

Dividend Comparison

Metric SPTM VTV
Annual Dividend (per share) $0.95 $3.97
Dividend Yield 1.19% 2.02%
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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