PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
VUS vs. SPTM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VUS vs. SPTM

Last updated Jun 24, 2026

VUS (Virtus U.S. Dividend ETF) and SPTM (SPDR Portfolio S&P 1500 Composite Stock Market ETF) are both Large Cap Blend Equities funds. VUS is actively managed, while SPTM is passively managed. Their correlation of 0.93 suggests significant overlap in exposure. VUS charges 0.25%/yr vs 0.03%/yr for SPTM.

Performance

VUS vs. SPTM - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, VUS achieves a 17.75% return, which is significantly higher than SPTM's 8.72% return.

VUS

1D
-1.62%
1M
0.06%
YTD
17.75%
6M
16.89%
1Y
—
3Y*
—
5Y*
—
10Y*
—

SPTM

1D
-1.32%
1M
-1.02%
YTD
8.72%
6M
7.68%
1Y
23.97%
3Y*
20.38%
5Y*
12.72%
10Y*
15.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VUS vs. SPTM - Yearly Performance Comparison

2026 (YTD)2025
VUS
Virtus U.S. Dividend ETF		17.75%0.88%
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF		8.72%0.38%

Correlation

The correlation between VUS and SPTM is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 3, 2025

0.93

VUS vs. SPTM - Sectors Allocation Comparison

Sectors
VUS
SPTM

Technology

37.1%
37.4%

Real Estate

11.2%
2.2%

Industrials

10.9%
8.9%

Financial Services

8.4%
11.4%

Healthcare

7.9%
8.4%

Energy

6.4%
3.3%

Communication Services

5.9%
10.0%

Consumer Cyclical

4.2%
10.1%

Basic Materials

3.0%
1.9%

Consumer Defensive

2.4%
4.4%

Utilities

1.3%
2.1%

Technology

VUS
37.1%
SPTM
37.4%

Real Estate

VUS
11.2%
SPTM
2.2%

Industrials

VUS
10.9%
SPTM
8.9%

Financial Services

VUS
8.4%
SPTM
11.4%

Healthcare

VUS
7.9%
SPTM
8.4%

Energy

VUS
6.4%
SPTM
3.3%

Communication Services

VUS
5.9%
SPTM
10.0%

Consumer Cyclical

VUS
4.2%
SPTM
10.1%

Basic Materials

VUS
3.0%
SPTM
1.9%

Consumer Defensive

VUS
2.4%
SPTM
4.4%

Utilities

VUS
1.3%
SPTM
2.1%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Virtus U.S. Dividend ETF

SPDR Portfolio S&P 1500 Composite Stock Market ETF

Often compared with VUS:
VUS vs. VDIVUS vs. VTIVUS vs. VSHYVUS vs. ASMFVUS vs. RSSYVUS vs. SEIXVUS vs. ASGM
Often compared with SPTM:
SPTM vs. VTISPTM vs. SPYSPTM vs. VOOSPTM vs. ITOTSPTM vs. SCHGSPTM vs. BKLCSPTM vs. SCHD

Return for Risk

VUS vs. SPTM — Risk / Return Rank

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

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SPTM
SPTM Risk / Return Rank: 6161
Overall Rank
SPTM Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
SPTM Sortino Ratio Rank: 5858
Sortino Ratio Rank
SPTM Omega Ratio Rank: 5959
Omega Ratio Rank
SPTM Calmar Ratio Rank: 5858
Calmar Ratio Rank
SPTM Martin Ratio Rank: 7070
Martin Ratio Rank
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.

VUS vs. SPTM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus U.S. Dividend ETF (VUS) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM). 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.

VUSSPTMDifference
Sharpe ratioReturn per unit of total volatility

—

1.93

—

Sortino ratioReturn per unit of downside risk

—

2.63

—

Omega ratioGain probability vs. loss probability

—

1.35

—

Calmar ratioReturn relative to maximum drawdown

—

2.77

—

Martin ratioReturn relative to average drawdown

—

12.49

—

VUS vs. SPTM - Sharpe Ratio Comparison

Loading charts...

Drawdowns

VUS vs. SPTM - Drawdown Comparison

The maximum VUS drawdown since its inception was -9.45%, smaller than the maximum SPTM drawdown of -54.80%. Use the drawdown chart below to compare losses from any high point for VUS and SPTM.

Loading charts...

Drawdown Indicators

VUSSPTMDifference

Max Drawdown

Largest peak-to-trough decline

-9.45%

-54.80%

+45.35%

Max Drawdown (1Y)

Largest decline over 1 year

—

-8.68%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-18.87%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-24.14%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-34.66%

—

Current Drawdown

Current decline from peak

-2.39%

-2.80%

+0.41%

Average Drawdown

Average peak-to-trough decline

-1.50%

-9.03%

+7.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

1.92%

—

Volatility

VUS vs. SPTM - Volatility Comparison

Loading charts...

Volatility by Period

VUSSPTMDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

4.79%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

9.82%

—

Volatility (1Y)

Calculated over the trailing 1-year period

15.16%

12.51%

+2.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.16%

16.96%

-1.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.16%

18.04%

-2.88%

VUS vs. SPTM - Expense Ratio Comparison

VUS has a 0.25% expense ratio, which is higher than SPTM's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

VUS vs. SPTM - Dividend Comparison

VUS's dividend yield for the trailing twelve months is around 1.31%, more than SPTM's 1.08% yield.

PositionTTM20252024202320222021202020192018201720162015
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF		1.08%1.13%1.28%1.44%1.69%1.25%1.56%1.72%1.90%1.66%1.91%1.92%
VUS
Virtus U.S. Dividend ETF		1.31%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

With a correlation of 0.93, VUS and SPTM 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.

On fees, SPTM is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPTM is cheaper with a 0.03% expense ratio, compared with 0.25% for VUS.

VUS has the higher dividend yield at 1.31%, compared with 1.08% for SPTM.

They also come from different issuers: Virtus and State Street. Their fees differ too: 0.25% for VUS and 0.03% for SPTM.

Portfolio Optimizer

Find the right allocation for VUS and SPTM

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer