ITOT vs. SPCT
ITOT (iShares Core S&P Total U.S. Stock Market ETF) and SPCT (Liberty One Spectrum ETF) are both Large Cap Blend Equities funds. ITOT is passively managed, while SPCT is actively managed. At a 0.49 correlation, their price movements are largely independent. ITOT charges 0.03%/yr vs 0.85%/yr for SPCT.
Performance
ITOT vs. SPCT - Performance Comparison
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Returns By Period
In the year-to-date period, ITOT achieves a 11.42% return, which is significantly higher than SPCT's 8.90% return.
ITOT
- 1D
- 0.41%
- 1M
- 1.58%
- 6M
- 9.14%
- YTD
- 11.42%
- 1Y
- 21.88%
- 3Y*
- 19.93%
- 5Y*
- 12.17%
- 10Y*
- 14.68%
SPCT
- 1D
- -0.13%
- 1M
- 0.99%
- 6M
- 6.70%
- YTD
- 8.90%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ITOT vs. SPCT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ITOT iShares Core S&P Total U.S. Stock Market ETF | 11.42% | 2.73% |
SPCT Liberty One Spectrum ETF | 8.90% | 1.93% |
Correlation
The correlation between ITOT and SPCT is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.49 |
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Return for Risk
ITOT vs. SPCT — Risk / Return Rank
ITOT
SPCT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ITOT vs. SPCT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Total U.S. Stock Market ETF (ITOT) and Liberty One Spectrum ETF (SPCT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ITOT | SPCT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.31 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.47 | — | — |
| Martin ratioReturn relative to average drawdown | 10.77 | — | — |
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Drawdowns
ITOT vs. SPCT - Drawdown Comparison
The maximum ITOT drawdown since its inception was -55.20%, which is greater than SPCT's maximum drawdown of -7.17%. Use the drawdown chart below to compare losses from any high point for ITOT and SPCT.
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Drawdown Indicators
| ITOT | SPCT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.20% | -7.17% | -48.03% |
Max Drawdown (1Y)Largest decline over 1 year | -8.90% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -19.44% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.36% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.00% | — | — |
Current DrawdownCurrent decline from peak | -0.57% | -0.49% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -6.94% | -1.50% | -5.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | — | — |
Volatility
ITOT vs. SPCT - Volatility Comparison
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Volatility by Period
| ITOT | SPCT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.13% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.85% | 9.26% | +3.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.47% | 9.26% | +8.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.25% | 9.26% | +8.99% |
ITOT vs. SPCT - Expense Ratio Comparison
ITOT has a 0.03% expense ratio, which is lower than SPCT's 0.85% expense ratio.
Dividends
ITOT vs. SPCT - Dividend Comparison
ITOT's dividend yield for the trailing twelve months is around 1.00%, more than SPCT's 0.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.00% | 1.11% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% |
SPCT Liberty One Spectrum ETF | 0.74% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ITOT and SPCT have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ITOT is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ITOT is cheaper with a 0.03% expense ratio, compared with 0.85% for SPCT.
ITOT has the higher dividend yield at 1.00%, compared with 0.74% for SPCT.
They also come from different issuers: iShares and Liberty One. Their fees differ too: 0.03% for ITOT and 0.85% for SPCT.
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