SPGM vs VOO

Quick Verdict

VOO has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2846 holdings.

Lower Fees: VOOHigher Returns: SPGMMore Diversified: SPGM

Side-by-Side Comparison

MetricSPGMVOOWinner
Expense Ratio0.09%0.03%
AUM$1.7B$979.0B
Dividend Yield1.80%1.09%
Holdings2,985509
YTD Return+14.76%+13.80%
1Y Return+27.05%+23.71%
3Y Return (annualized)+20.87%+21.50%
5Y Return (annualized)+11.68%+13.44%
Volatility (annualized)13.6%14.1%
Max Drawdown-34.0%-34.3%
Fund FamilySPDR State Street Global AdvisorsVanguard (US)
CategoryEquityEquity
InceptionFeb 27, 2012Sep 7, 2010

SPGM vs VOO Performance

State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) is a ETF from SPDR State Street Global Advisors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SPGM returned +27.05% while VOO returned +23.71%. Year to date, SPGM is up 14.76% versus a gain of 13.80% for VOO.

Over three years, SPGM compounded at +20.87% per year against +21.50% for VOO; over five years the annualized figures are +11.68% and +13.44% respectively. Across the full 14-year window we track, VOO has the edge at +13.58% annualized vs +9.92%. 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 13.6% for SPGM. 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 -34.0% for SPGM 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SPGM charges 0.09% per year while VOO charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, SPGM currently yields 1.80% against 1.09% for VOO.

Holdings Overlap

51.4%overlap

SPGM and VOO share 323 holdings out of 3028 unique holdings combined, representing a 51.4% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in SPGMWeight in VOODifference
NVDA4.02%7.51%3.49%
AAPL3.67%6.59%2.92%
MSFT2.59%4.30%1.71%
AMZNProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
TSLAProProPro
MUProProPro
LLYProProPro
See all 10 holdings SPGM shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, SPGM or VOO?

SPGM has an expense ratio of 0.09% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, SPGM or VOO?

Over the past year SPGM returned +27.05% vs +23.71% for VOO, so SPGM leads on 1-year performance. Over the longest common window we track (14 years), SPGM annualized +9.92% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, SPGM or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 13.6% for SPGM. Worst drawdown: SPGM -34.0% vs VOO -34.3%.

Should I hold both SPGM and VOO?

SPGM and VOO have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between SPGM and VOO?

SPGM and VOO share 323 common holdings with a 51.4% weight overlap. Combined, they hold 3028 unique securities.

Which pays a higher dividend, SPGM or VOO?

SPGM yields 1.80% while VOO yields 1.09%, so SPGM currently pays the higher dividend yield.

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