SPTN vs. VTV
Compare and contrast key facts about SpartanNash Company (SPTN) and Vanguard Value ETF (VTV).
VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPTN or VTV.
Key characteristics
| SPTN | VTV | |
|---|---|---|
| YTD Return | -17.53% | 21.21% |
| 1Y Return | -12.04% | 30.33% |
| 3Y Return (Ann) | -7.60% | 9.77% |
| 5Y Return (Ann) | 11.91% | 11.68% |
| 10Y Return (Ann) | 1.02% | 10.67% |
| Sharpe Ratio | -0.39 | 3.18 |
| Sortino Ratio | -0.35 | 4.47 |
| Omega Ratio | 0.95 | 1.59 |
| Calmar Ratio | -0.23 | 6.42 |
| Martin Ratio | -0.85 | 20.69 |
| Ulcer Index | 13.15% | 1.58% |
| Daily Std Dev | 28.55% | 10.27% |
| Max Drawdown | -92.38% | -59.27% |
| Current Drawdown | -46.35% | -0.65% |
Correlation
The correlation between SPTN and VTV is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SPTN vs. VTV - Performance Comparison
In the year-to-date period, SPTN achieves a -17.53% return, which is significantly lower than VTV's 21.21% return. Over the past 10 years, SPTN has underperformed VTV with an annualized return of 1.02%, while VTV has yielded a comparatively higher 10.67% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SPTN vs. VTV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SpartanNash Company (SPTN) and Vanguard Value ETF (VTV). 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.
Dividends
SPTN vs. VTV - Dividend Comparison
SPTN's dividend yield for the trailing twelve months is around 4.74%, more than VTV's 2.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPTN SpartanNash Company | 4.74% | 3.75% | 2.78% | 3.11% | 4.42% | 5.34% | 4.19% | 2.47% | 1.52% | 2.50% | 1.84% | 1.44% |
VTV Vanguard Value ETF | 2.23% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% | 2.21% |
Drawdowns
SPTN vs. VTV - Drawdown Comparison
The maximum SPTN drawdown since its inception was -92.38%, which is greater than VTV's maximum drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for SPTN and VTV. For additional features, visit the drawdowns tool.
Volatility
SPTN vs. VTV - Volatility Comparison
SpartanNash Company (SPTN) has a higher volatility of 14.98% compared to Vanguard Value ETF (VTV) at 3.65%. This indicates that SPTN's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.