SPTI vs VTI

SPTI vs VTI
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Quick Verdict

VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: TiedHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricSPTIVTIWinner
Expense Ratio0.03%0.03%
AUM$10.7B$666.9B
Dividend Yield3.89%1.07%
Holdings1073,543
YTD Return-0.40%+13.14%
1Y Return+1.75%+22.35%
3Y Return (annualized)+4.13%+21.83%
5Y Return (annualized)-0.21%+12.01%
Volatility (annualized)3.8%15.3%
Max Drawdown-16.3%-56.6%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionMay 23, 2007May 24, 2001

SPTI vs VTI Performance

State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) is a ETF from State Street Investment Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SPTI returned +1.75% while VTI returned +22.35%. Year to date, SPTI is down 0.40% versus a gain of 13.14% for VTI.

Over three years, SPTI compounded at +4.13% per year against +21.83% for VTI; over five years the annualized figures are -0.21% and +12.01% respectively. Across the full 19-year window we track, VTI has the edge at +8.09% annualized vs +1.08%. 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 3.8% for SPTI. 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 -16.3% for SPTI 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 -0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPTI charges 0.03% per year while VTI charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, SPTI currently yields 3.89% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

SPTI and VTI share 0 holdings out of 2794 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, SPTI or VTI?

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

Which performed better, SPTI or VTI?

Over the past year SPTI returned +1.75% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (19 years), SPTI annualized +1.08% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, SPTI or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 3.8% for SPTI. Worst drawdown: SPTI -16.3% vs VTI -56.6%.

Should I hold both SPTI and VTI?

SPTI and VTI have a monthly-return correlation of -0.04, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPTI and VTI?

SPTI and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2794 unique securities.

Which pays a higher dividend, SPTI or VTI?

SPTI yields 3.89% while VTI yields 1.07%, so SPTI currently pays the higher dividend yield.

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