SPAM vs VTI

SPAM vs VTI
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Quick Verdict

VTI has a lower expense ratio. SPAM delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: SPAMMore Diversified: VTI

Side-by-Side Comparison

MetricSPAMVTIWinner
Expense Ratio0.35%0.03%
AUM$6M$666.9B
Dividend Yield0.37%1.07%
Holdings453,543
YTD Return+42.57%+12.65%
1Y Return+36.59%+21.39%
3Y Return (annualized)-+21.54%
5Y Return (annualized)-+12.11%
Volatility (annualized)22.9%15.3%
Max Drawdown-24.0%-56.6%
Fund FamilyThemes ETFsVanguard (US)
CategoryEquityEquity
InceptionDec 8, 2023May 24, 2001

SPAM vs VTI Performance

Themes Cybersecurity ETF (SPAM) is a ETF from Themes ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SPAM returned +36.59% while VTI returned +21.39%. Year to date, SPAM is up 42.57% versus a gain of 12.65% for VTI.

Risk: Volatility and Drawdowns

SPAM has been the more volatile fund, with annualized monthly volatility of 22.9% compared with 15.3% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -24.0% for SPAM and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPAM charges 0.35% per year while VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, SPAM currently yields 0.37% against 1.07% for VTI.

Holdings Overlap

0.9%overlap

SPAM and VTI share 20 holdings out of 2804 unique holdings combined, representing a 0.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPAMWeight in VTIDifference
OKTA6.65%0.03%6.62%
PANW6.23%0.38%5.85%
FTNT6.20%0.13%6.07%
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Frequently Asked Questions

Which is cheaper, SPAM or VTI?

SPAM has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, SPAM or VTI?

Over the past year SPAM returned +36.59% vs +21.39% for VTI, so SPAM leads on 1-year performance. Over the longest common window we track (3 years), SPAM annualized +22.45% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, SPAM or VTI?

SPAM has been the more volatile fund at 22.9% annualized versus 15.3% for VTI. Worst drawdown: SPAM -24.0% vs VTI -56.6%.

Should I hold both SPAM and VTI?

SPAM and VTI have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPAM and VTI?

SPAM and VTI share 20 common holdings with a 0.9% weight overlap. Combined, they hold 2804 unique securities.

Which pays a higher dividend, SPAM or VTI?

SPAM yields 0.37% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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