SPTM vs. VT

Last updated Jun 23, 2026

SPTM (SPDR Portfolio S&P 1500 Composite Stock Market ETF) and VT (Vanguard Total World Stock ETF) are both exchange-traded funds - SPTM is a Large Cap Blend Equities fund tracking the S&P Composite 1500 Index, while VT is a Global Equities fund tracking the FTSE Global All Cap Index. Both are passively managed. Over the past 10 years, SPTM returned 15.51%/yr vs 13.20%/yr for VT. Their correlation of 0.91 suggests significant overlap in exposure. SPTM charges 0.03%/yr vs 0.06%/yr for VT.

Performance

SPTM vs. VT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) and Vanguard Total World Stock ETF (VT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SPTM achieves a 10.17% return, which is significantly lower than VT's 12.36% return. Over the past 10 years, SPTM has outperformed VT with an annualized return of 15.51%, while VT has yielded a comparatively lower 13.20% annualized return.

SPTM

• 1D: -0.32%
• 1M: 0.30%
• YTD: 10.17%
• 6M: 9.53%
• 1Y: 26.81%
• 3Y*: 20.92%
• 5Y*: 13.15%
• 10Y*: 15.51%

VT

• 1D: -0.06%
• 1M: 1.64%
• YTD: 12.36%
• 6M: 12.14%
• 1Y: 29.57%
• 3Y*: 20.75%
• 5Y*: 11.13%
• 10Y*: 13.20%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SPTM vs. VT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	10.17%	16.93%	23.87%	25.55%	-17.75%	28.58%	17.94%	31.34%	-5.30%	21.18%
VT Vanguard Total World Stock ETF	12.36%	22.43%	16.49%	22.02%	-18.00%	18.27%	16.59%	26.81%	-9.76%	24.50%

Correlation

The correlation between SPTM and VT is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.96
Correlation (3Y) Calculated over the trailing 3-year period	0.96
Correlation (5Y) Calculated over the trailing 5-year period	0.96
Correlation (10Y) Calculated over the trailing 10-year period	0.95
Correlation (All Time) Calculated using the full available price history since Jun 26, 2008	0.91

The correlation between SPTM and VT has been stable across timeframes, ranging from 0.91 to 0.96 - a consistent structural relationship.

SPTM vs. VT - Sectors Allocation Comparison

Sectors	SPTM	VT
Technology	37.4%	31.1%
Financial Services	11.4%	15.2%
Consumer Cyclical	10.1%	9.3%
Communication Services	10.0%	8.0%
Industrials	8.9%	11.4%
Healthcare	8.4%	7.9%
Consumer Defensive	4.4%	4.5%
Energy	3.3%	3.8%
Real Estate	2.2%	2.3%
Utilities	2.1%	2.4%
Basic Materials	1.9%	4.1%

Return for Risk

SPTM vs. VT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPTM

SPTM Risk / Return Rank: 69
SPTM Sharpe Ratio Rank: 69
SPTM Sortino Ratio Rank: 67
SPTM Omega Ratio Rank: 69
SPTM Calmar Ratio Rank: 64
SPTM Martin Ratio Rank: 76

VT

VT Risk / Return Rank: 70
VT Sharpe Ratio Rank: 71
VT Sortino Ratio Rank: 70
VT Omega Ratio Rank: 71
VT Calmar Ratio Rank: 64
VT Martin Ratio Rank: 73

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPTM vs. VT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) and Vanguard Total World Stock ETF (VT). 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.

	SPTM	VT	Difference
Sharpe ratio: Return per unit of total volatility	2.17	2.21	-0.05
Sortino ratio: Return per unit of downside risk	2.94	3.03	-0.09
Omega ratio: Gain probability vs. loss probability	1.39	1.40	-0.01
Calmar ratio: Return relative to maximum drawdown	3.10	3.07	+0.03
Martin ratio: Return relative to average drawdown	14.03	13.35	+0.68

SPTM vs. VT - Sharpe Ratio Comparison

The current SPTM Sharpe Ratio is 2.17, which is comparable to the VT Sharpe Ratio of 2.21. The chart below compares the historical Sharpe Ratios of SPTM and VT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SPTM vs. VT - Drawdown Comparison

The maximum SPTM drawdown since its inception was -54.80%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for SPTM and VT.

Drawdown Indicators

	SPTM	VT	Difference
Max Drawdown Largest peak-to-trough decline	-54.80%	-50.27%	-4.53%
Max Drawdown (1Y) Largest decline over 1 year	-8.68%	-9.67%	+0.99%
Max Drawdown (3Y) Largest decline over 3 years	-18.87%	-16.51%	-2.36%
Max Drawdown (5Y) Largest decline over 5 years	-24.14%	-26.38%	+2.24%
Max Drawdown (10Y) Largest decline over 10 years	-34.66%	-34.24%	-0.42%
Current Drawdown Current decline from peak	-1.50%	-0.77%	-0.73%
Average Drawdown Average peak-to-trough decline	-9.03%	-7.00%	-2.03%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.92%	2.22%	-0.30%

Volatility

SPTM vs. VT - Volatility Comparison

The current volatility for SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) is 4.60%, while Vanguard Total World Stock ETF (VT) has a volatility of 5.23%. This indicates that SPTM experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SPTM	VT	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.60%	5.23%	-0.63%
Volatility (6M) Calculated over the trailing 6-month period	9.74%	11.12%	-1.38%
Volatility (1Y) Calculated over the trailing 1-year period	12.46%	13.44%	-0.98%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.95%	16.16%	+0.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.08%	17.27%	+0.81%

SPTM vs. VT - Expense Ratio Comparison

SPTM has a 0.03% expense ratio, which is lower than VT's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

SPTM vs. VT - Dividend Comparison

SPTM's dividend yield for the trailing twelve months is around 1.33%, less than VT's 1.58% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	1.33%	1.13%	1.28%	1.44%	1.69%	1.25%	1.56%	1.72%	1.90%	1.66%	1.91%	1.92%
VT Vanguard Total World Stock ETF	1.58%	1.82%	1.95%	2.08%	2.20%	1.82%	1.66%	2.32%	2.53%	2.11%	2.39%	2.45%

Frequently Asked Questions

Can I hold both SPTM and VT in my portfolio?

With a correlation of 0.96, SPTM and VT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, SPTM or VT?

VT has higher volatility (5.23%) compared to SPTM (4.60%). In terms of maximum drawdown, SPTM dropped -54.80% vs VT's -50.27%.

Which ETF is better, SPTM or VT?

On 10-year performance, SPTM leads with 15.51% vs 13.20% for VT. On fees, SPTM is cheaper at 0.03% per year. On volatility, SPTM has been the lower-risk option at 4.60%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SPTM or VT?

Over the 10-year period, SPTM has performed better with a 15.51% return vs 13.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SPTM or VT?

SPTM is cheaper with a 0.03% expense ratio, compared with 0.06% for VT.

Which ETF pays a higher dividend yield, SPTM or VT?

VT has the higher dividend yield at 1.58%, compared with 1.33% for SPTM.

What is the main difference between SPTM and VT?

SPTM is categorized as Large Cap Blend Equities, while VT is Global Equities. SPTM tracks S&P Composite 1500 Index, while VT tracks FTSE Global All Cap Index. They also come from different issuers: State Street and Vanguard. Their fees differ too: 0.03% for SPTM and 0.06% for VT.

Which has better risk-adjusted returns?

VT currently has the higher Sharpe Ratio (2.21 vs 2.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.