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. Their 0.47 correlation means their historical movements had little consistent relationship. 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 12.18% return, which is significantly higher than SPCT's 10.76% return.
ITOT
- 1D
- 1.46%
- 1M
- 1.37%
- 6M
- 9.88%
- YTD
- 12.18%
- 1Y
- 23.59%
- 3Y*
- 20.38%
- 5Y*
- 12.06%
- 10Y*
- 14.61%
- ALL TIME*
- 10.62%
SPCT
- 1D
- 0.47%
- 1M
- 1.81%
- 6M
- 5.83%
- YTD
- 10.76%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $218.20M | $235.22M | $304.20M | |
| $157.25K | $177.53K | $226.24K |
ITOT vs. SPCT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ITOT iShares Core S&P Total U.S. Stock Market ETF | 12.18% | 2.73% |
SPCT Liberty One Spectrum ETF | 10.76% | 1.93% |
Correlation
The correlation between ITOT and SPCT is 0.47, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.47 |
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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 | 1.32 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | — | — |
| Martin ratioReturn relative to average drawdown | 11.42 | — | — |
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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 | 0.00% | -1.03% | +1.03% |
Average DrawdownAverage peak-to-trough decline | -6.93% | -1.44% | -5.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | — | — |
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 | 3.80% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.35% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.11% | 9.36% | +3.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.48% | 9.36% | +8.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.28% | 9.36% | +8.92% |
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 0.99%, more than SPCT's 0.76% 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 | 0.99% | 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 | 0.76% | 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 0.47, 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 0.99%, compared with 0.76% 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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