SPSB vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricSPSBVOOWinner
Expense Ratio0.04%0.03%
AUM$10.5B$979.0B
Dividend Yield4.39%1.09%
Holdings1,553509
YTD Return+1.03%+13.79%
1Y Return+3.22%+23.01%
3Y Return (annualized)+5.21%+21.78%
5Y Return (annualized)+2.77%+13.39%
Volatility (annualized)1.8%14.1%
Max Drawdown-11.8%-34.3%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionDec 16, 2009Sep 7, 2010

SPSB vs VOO Performance

State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) 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 SPSB returned +3.22% while VOO returned +23.01%. Year to date, SPSB is up 1.03% versus a gain of 13.79% for VOO.

Over three years, SPSB compounded at +5.21% per year against +21.78% for VOO; over five years the annualized figures are +2.77% and +13.39% respectively. Across the full 16-year window we track, VOO has the edge at +13.57% annualized vs +1.02%. 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 1.8% for SPSB. 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 -11.8% for SPSB 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPSB charges 0.04% per year while VOO charges 0.03%. On a $10,000 position that is $4 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, SPSB currently yields 4.39% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

SPSB and VOO share 1 holdings out of 964 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPSBWeight in VOODifference
HUBB0.05%0.04%0.01%

Frequently Asked Questions

Which is cheaper, SPSB or VOO?

SPSB has an expense ratio of 0.04% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, SPSB or VOO?

Over the past year SPSB returned +3.22% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), SPSB annualized +1.02% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, SPSB or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 1.8% for SPSB. Worst drawdown: SPSB -11.8% vs VOO -34.3%.

Should I hold both SPSB and VOO?

SPSB and VOO have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPSB and VOO?

SPSB and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 964 unique securities.

Which pays a higher dividend, SPSB or VOO?

SPSB yields 4.39% while VOO yields 1.09%, so SPSB currently pays the higher dividend yield.

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