SPTU vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricSPTUVYMWinner
Expense Ratio0.05%0.04%
AUM$14M$79.0B
Dividend Yield2.36%2.86%
Holdings43568
YTD Return+1.86%+16.78%
1Y Return-+24.43%
3Y Return (annualized)-+18.60%
5Y Return (annualized)-+12.30%
Volatility (annualized)-14.6%
Max Drawdown-0.3%-58.8%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionOct 7, 2025Nov 10, 2006

SPTU vs VYM Performance

State Street SPDR Portfolio Ultra Short T-Bill ETF (SPTU) is a ETF from State Street Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, SPTU is up 1.86% versus a gain of 16.78% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.3% for SPTU and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SPTU charges 0.05% per year while VYM charges 0.04%. On a $10,000 position that is $5 vs $4 annually, a gap of $1 per year that compounds over a long holding period. On income, SPTU currently yields 2.36% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

SPTU and VYM share 0 holdings out of 562 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, SPTU or VYM?

SPTU has an expense ratio of 0.05% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

What is the holdings overlap between SPTU and VYM?

SPTU and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 562 unique securities.

Which pays a higher dividend, SPTU or VYM?

SPTU yields 2.36% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.