SPTL vs VOO

SPTL vs VOO

Which is better, SPTL or VOO?

Long Term Government Bond against Large Cap Blend.

VOO led over 1Y, 3Y, 5Y 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

MetricSPTLVOO
Expense Ratio0.03%Tie0.03%Tie
AUM$11.0B$997.4B
Dividend Yield4.34%1.04%
Holdings100509
YTD Return-3.85%+11.55%Best
1Y Return-4.88%+17.54%Best
3Y Return (annualized)+0.27%+20.71%Best
5Y Return (annualized)-7.22%+12.80%Best
Volatility (annualized)12.4%Best14.1%
Max Drawdown-46.9%-34.3%Best
$10,000 over 5 years$6,875$18,262Best
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleLong Term Government BondLarge Cap Blend
InceptionMay 23, 2007Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 10, 2026 (16 years).

SPTL 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SPTL vs VOO Performance

State Street SPDR Portfolio Long Term Treasury ETF (SPTL) 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 SPTL returned -4.88% while VOO returned +17.54%. Year to date, SPTL is down 3.85% versus a gain of 11.55% for VOO.

Over three years, SPTL compounded at +0.27% per year against +20.71% for VOO; over five years the annualized figures are -7.22% and +12.80% respectively. Across the full 16-year window we track, VOO has the edge at +13.35% annualized vs -0.13%.

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 12.4% for SPTL. 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 -46.9% for SPTL and -34.3% 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 -0.02. They move largely independently of each other.

Fees and Cost Over Time

SPTL charges 0.03% per year while VOO charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, SPTL currently yields 4.34% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 23 holdings in SPTL and 505 in VOO, totalling 29.0% and 99.9% 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 23 positions we hold weights for in SPTL and 505 in VOO, against full books of 100 and 509.

You are not choosing between two funds in isolation.

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

SPTLVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPTL or VOO?

SPTL 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, SPTL or VOO?

Over the past year SPTL returned -4.88% vs +17.54% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), SPTL annualized -0.13% vs +13.35% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SPTL or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 12.4% for SPTL. Worst drawdown: SPTL -46.9% vs VOO -34.3%.

Should I hold both SPTL and VOO?

SPTL and VOO have a monthly-return correlation of -0.02, 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, SPTL or VOO?

SPTL yields 4.34% while VOO yields 1.04%, so SPTL currently pays the higher dividend yield.

Is VOO better than SPTL?

VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.