SPCX vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricSPCXVTIWinner
Expense Ratio2.32%0.03%
AUM$7M$663.5B
Dividend Yield16.50%1.07%
Holdings423,543
YTD Return-9.20%+14.22%
1Y Return-+22.19%
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.23%
Volatility (annualized)-15.3%
Max Drawdown-46.4%-56.6%
Fund FamilyAXS InvestmentsVanguard (US)
CategoryAlternativeEquity
InceptionDec 15, 2020May 24, 2001

SPCX vs VTI Performance

The SPAC and New Issue ETF (SPCX) is a ETF from AXS Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, SPCX is down 9.20% versus a gain of 14.22% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -46.4% for SPCX and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SPCX charges 2.32% per year while VTI charges 0.03%. On a $10,000 position that is $232 vs $3 annually, a gap of $229 per year that compounds over a long holding period. On income, SPCX currently yields 16.50% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

SPCX and VTI share 0 holdings out of 2819 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SPCX or VTI?

SPCX has an expense ratio of 2.32% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $229 per year of difference.

What is the holdings overlap between SPCX and VTI?

SPCX and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2819 unique securities.

Which pays a higher dividend, SPCX or VTI?

SPCX yields 16.50% while VTI yields 1.07%, so SPCX currently pays the higher dividend yield.

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