SPSK vs VTI

SPSK vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricSPSKVTIWinner
Expense Ratio0.50%0.03%
AUM$653M$666.9B
Dividend Yield4.51%1.07%
Holdings1703,543
YTD Return+0.14%+12.65%
1Y Return+1.55%+21.39%
3Y Return (annualized)+4.44%+21.54%
5Y Return (annualized)+0.80%+12.11%
Volatility (annualized)4.6%15.3%
Max Drawdown-13.1%-56.6%
Fund FamilySP FundsVanguard (US)
CategoryFixed IncomeEquity
InceptionDec 27, 2019May 24, 2001

SPSK vs VTI Performance

SP Funds Dow Jones Global Sukuk ETF (SPSK) is a ETF from SP Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SPSK returned +1.55% while VTI returned +21.39%. Year to date, SPSK is up 0.14% versus a gain of 12.65% for VTI.

Over three years, SPSK compounded at +4.44% per year against +21.54% for VTI; over five years the annualized figures are +0.80% and +12.11% respectively. Across the full 7-year window we track, VTI has the edge at +8.07% annualized vs +0.75%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 4.6% for SPSK. 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 -13.1% for SPSK and -56.6% for VTI. 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPSK charges 0.50% per year while VTI charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, SPSK currently yields 4.51% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

SPSK and VTI share 0 holdings out of 2795 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, SPSK or VTI?

SPSK has an expense ratio of 0.50% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, SPSK or VTI?

Over the past year SPSK returned +1.55% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (7 years), SPSK annualized +0.75% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, SPSK or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 4.6% for SPSK. Worst drawdown: SPSK -13.1% vs VTI -56.6%.

Should I hold both SPSK and VTI?

SPSK and VTI have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPSK and VTI?

SPSK and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2795 unique securities.

Which pays a higher dividend, SPSK or VTI?

SPSK yields 4.51% while VTI yields 1.07%, so SPSK currently pays the higher dividend yield.

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