SPDW vs VV

Quick Verdict

SPDW delivered stronger 1-year returns. SPDW offers more diversification with 2348 holdings.

Lower Fees: TiedHigher Returns: SPDWMore Diversified: SPDW

Side-by-Side Comparison

MetricSPDWVVWinner
Expense Ratio0.03%0.03%
AUM$40.0B$52.5B
Dividend Yield3.02%1.25%
Holdings2,440446
YTD Return+15.97%+13.63%
1Y Return+29.29%+22.60%
3Y Return (annualized)+19.55%+22.03%
5Y Return (annualized)+9.71%+12.97%
Volatility (annualized)17.6%14.8%
Max Drawdown-62.2%-56.0%
Fund FamilySPDR State Street Global AdvisorsVanguard (US)
CategoryEquityEquity
InceptionApr 20, 2007Jan 27, 2004

SPDW vs VV Performance

State Street SPDR Portfolio Developed World ex-US ETF (SPDW) is a ETF from SPDR State Street Global Advisors and Vanguard Large-Cap ETF (VV) is a ETF from Vanguard (US). Over the past year SPDW returned +29.29% while VV returned +22.60%. Year to date, SPDW is up 15.97% versus a gain of 13.63% for VV.

Over three years, SPDW compounded at +19.55% per year against +22.03% for VV; over five years the annualized figures are +9.71% and +12.97% respectively. Across the full 19-year window we track, VV has the edge at +9.52% annualized vs +3.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPDW has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 14.8% for VV. 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 -56.0% for VV. 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPDW charges 0.03% per year while VV charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, SPDW currently yields 3.02% against 1.25% for VV.

Holdings Overlap

0.1%overlap

SPDW and VV share 5 holdings out of 2774 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPDWWeight in VVDifference
ORCL0.01%0.40%0.39%
WCN:CA0.14%0.07%0.07%
ADP0.01%0.14%0.13%
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Frequently Asked Questions

Which is cheaper, SPDW or VV?

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

Which performed better, SPDW or VV?

Over the past year SPDW returned +29.29% vs +22.60% for VV, so SPDW leads on 1-year performance. Over the longest common window we track (19 years), SPDW annualized +3.14% vs +9.52% for VV. Past performance does not guarantee future results.

Which is riskier, SPDW or VV?

SPDW has been the more volatile fund at 17.6% annualized versus 14.8% for VV. Worst drawdown: SPDW -62.2% vs VV -56.0%.

Should I hold both SPDW and VV?

SPDW and VV have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPDW and VV?

SPDW and VV share 5 common holdings with a 0.1% weight overlap. Combined, they hold 2774 unique securities.

Which pays a higher dividend, SPDW or VV?

SPDW yields 3.02% while VV yields 1.25%, so SPDW currently pays the higher dividend yield.

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