SPDW vs VOT

SPDW vs VOT

Which is better, SPDW or VOT?

Large Cap Blend against Mid Cap Growth.

SPDW has a lower expense ratio. SPDW led over 1Y, 3Y and 5Y, VOT over the full window.

Lower Fees: SPDWHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSPDWVOT
Expense Ratio0.03%Best0.05%
AUM$42.1B$19.1B
Dividend Yield2.92%0.60%
Holdings2,440129
YTD Return+16.06%Best+6.16%
1Y Return+23.86%Best+1.82%
3Y Return (annualized)+20.83%Best+16.18%
5Y Return (annualized)+9.92%Best+4.86%
Volatility (annualized)17.6%Best18.8%
Max Drawdown-62.2%-60.3%Best
$10,000 over 5 years$16,047Best$12,678
Fund FamilySPDR State Street Global AdvisorsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Growth
InceptionApr 20, 2007Aug 17, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 26, 2007 to Sep 21, 2026 (19.4 years).

SPDW vs VOT growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 19.4 years both funds cover.

Compare SPDW against instead:SPDW vs SPYSPDW vs QQQSPDW vs VOOSPDW vs VTIVOT against:VOT vs VXUS

SPDW vs VOT Performance

State Street SPDR Portfolio Developed World ex-US ETF (SPDW) is an ETF from SPDR State Street Global Advisors and Vanguard Morningstar Mid-Cap Growth ETF (VOT) is an ETF from Vanguard (US). Over the past year SPDW returned +23.86% while VOT returned +1.82%. Year to date, SPDW is up 16.06% versus a gain of 6.16% for VOT.

Over three years, SPDW compounded at +20.83% per year against +16.18% for VOT; over five years the annualized figures are +9.92% and +4.86% respectively. Across the full 19-year window we track, VOT has the edge at +8.66% annualized vs +3.12%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOT has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 17.6% for SPDW. 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 -62.2% for SPDW and -60.3% for VOT. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPDW charges 0.03% per year while VOT charges 0.05%. On a $10,000 position that is $3 vs $5 annually, a gap of $2 per year that compounds over a long holding period. On income, SPDW currently yields 2.92% against 0.60% for VOT.

Holdings Overlap

VOT already in SPDW1.0%

At least 1.0% of VOT's money is in holdings SPDW also owns.

Stated as a floor: for SPDW, our book for it covers 86.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 2,129 positions we hold weights for in SPDW and 123 in VOT, against full books of 2,440 and 129.

Top Shared Holdings

StockWeight in SPDWWeight in VOTDifference
WCN:CAWaste Connections Inc Common Stock Cad 00.12%0.97%0.85%

You are not choosing between two funds in isolation.

Whichever of SPDW and VOT you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SPDWVOT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPDW or VOT?

SPDW has an expense ratio of 0.03% while VOT charges 0.05%. SPDW is the cheaper option, by $2 a year on a $10,000 investment.

Which performed better, SPDW or VOT?

Over the past year SPDW returned +23.86% vs +1.82% for VOT, so SPDW leads on 1-year performance. Over the longest common window we track (19 years), SPDW annualized +3.12% vs +8.66% for VOT. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SPDW or VOT?

VOT has been the more volatile fund at 18.8% annualized versus 17.6% for SPDW. Worst drawdown: SPDW -62.2% vs VOT -60.3%.

Should I hold both SPDW and VOT?

SPDW and VOT have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SPDW or VOT?

SPDW yields 2.92% while VOT yields 0.60%, so SPDW currently pays the higher dividend yield.

Is VOT better than SPDW?

SPDW has a lower expense ratio. SPDW led over 1Y, 3Y and 5Y, VOT over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.