SPTB vs VOO

SPTB vs VOO

Which is better, SPTB or VOO?

VOO has been ahead.

VOO led over 1Y and the full window.

Lower Fees: TiedHigher Returns: VOO

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

MetricSPTBVOO
Expense Ratio0.03%Tie0.03%Tie
AUM$477M$997.4B
Dividend Yield4.21%1.04%
Holdings286509
YTD Return-1.19%+14.14%Best
1Y Return-0.39%+17.31%Best
3Y Return (annualized)-+23.04%
5Y Return (annualized)-+13.63%
Volatility (annualized)3.9%Best11.7%
Max Drawdown-5.0%Best-18.7%
$10,000 over 2.3 years$10,663$14,908Best
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryMoney MarketEquity
Style-Large Cap Blend
InceptionMay 20, 2024Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: May 21, 2024 to Sep 22, 2026 (2.3 years).

SPTB vs VOO 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 2.3 years both funds cover.

SPTB vs VOO Performance

State Street SPDR Portfolio Treasury ETF (SPTB) is an ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SPTB returned -0.39% while VOO returned +17.31%. Year to date, SPTB is down 1.19% versus a gain of 14.14% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 11.7% compared with 3.9% for SPTB. 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 -5.0% for SPTB and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.20. They move largely independently of each other.

Fees and Cost Over Time

SPTB charges 0.03% per year while VOO charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, SPTB currently yields 4.21% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 1 holding in SPTB and 494 in VOO, totalling 0.9% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in SPTB and 494 in VOO, against full books of 286 and 509.

You are not choosing between two funds in isolation.

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

SPTBVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPTB or VOO?

SPTB has an expense ratio of 0.03% while VOO charges 0.03%. At the precision these are quoted to, they cost the same.

Which performed better, SPTB or VOO?

Over the past year SPTB returned -0.39% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), SPTB annualized +2.83% vs +18.96% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SPTB or VOO?

VOO has been the more volatile fund at 11.7% annualized versus 3.9% for SPTB. Worst drawdown: SPTB -5.0% vs VOO -18.7%.

Should I hold both SPTB and VOO?

SPTB and VOO have a monthly-return correlation of 0.20, 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, SPTB or VOO?

SPTB yields 4.21% while VOO yields 1.04%, so SPTB currently pays the higher dividend yield.

Is VOO better than SPTB?

VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.