SPBO vs VOO

Quick Verdict

VOO delivered stronger 1-year returns. SPBO offers more diversification with 954 holdings.

Lower Fees: TiedHigher Returns: VOOMore Diversified: SPBO

Side-by-Side Comparison

MetricSPBOVOOWinner
Expense Ratio0.03%0.03%
AUM$2.1B$979.0B
Dividend Yield5.10%1.09%
Holdings4,021509
YTD Return-0.62%+13.72%
1Y Return+1.83%+21.63%
3Y Return (annualized)+5.27%+21.55%
5Y Return (annualized)-0.05%+13.26%
Volatility (annualized)6.1%14.1%
Max Drawdown-22.4%-34.3%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionApr 6, 2011Sep 7, 2010

SPBO vs VOO Performance

State Street SPDR Portfolio Corporate Bond ETF (SPBO) is a ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SPBO returned +1.83% while VOO returned +21.63%. Year to date, SPBO is down 0.62% versus a gain of 13.72% for VOO.

Over three years, SPBO compounded at +5.27% per year against +21.55% for VOO; over five years the annualized figures are -0.05% and +13.26% respectively. Across the full 15-year window we track, VOO has the edge at +13.56% annualized vs +1.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 6.1% for SPBO. 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 -22.4% for SPBO and -34.3% for VOO. 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPBO charges 0.03% per year while VOO charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, SPBO currently yields 5.10% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

SPBO and VOO share 2 holdings out of 1457 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPBOWeight in VOODifference
GE0.01%0.60%0.59%
DUK0.00%0.15%0.15%

Frequently Asked Questions

Which is cheaper, SPBO or VOO?

SPBO has an expense ratio of 0.03% while VOO charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, SPBO or VOO?

Over the past year SPBO returned +1.83% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (15 years), SPBO annualized +1.09% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, SPBO or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 6.1% for SPBO. Worst drawdown: SPBO -22.4% vs VOO -34.3%.

Should I hold both SPBO and VOO?

SPBO and VOO have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPBO and VOO?

SPBO and VOO share 2 common holdings with a 0.0% weight overlap. Combined, they hold 1457 unique securities.

Which pays a higher dividend, SPBO or VOO?

SPBO yields 5.10% while VOO yields 1.09%, so SPBO currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.