SPAB vs VOO

Quick Verdict

VOO delivered stronger 1-year returns. SPAB offers more diversification with 1516 holdings.

Lower Fees: TiedHigher Returns: VOOMore Diversified: SPAB

Side-by-Side Comparison

MetricSPABVOOWinner
Expense Ratio0.03%0.03%
AUM$9.8B$979.0B
Dividend Yield4.03%1.09%
Holdings8,145509
YTD Return-0.27%+13.53%
1Y Return+2.00%+23.65%
3Y Return (annualized)+4.10%+21.27%
5Y Return (annualized)-0.43%+13.52%
Volatility (annualized)4.4%14.1%
Max Drawdown-19.5%-34.3%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionMay 23, 2007Sep 7, 2010

SPAB vs VOO Performance

State Street SPDR Portfolio Aggregate Bond ETF (SPAB) is a ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SPAB returned +2.00% while VOO returned +23.65%. Year to date, SPAB is down 0.27% versus a gain of 13.53% for VOO.

Over three years, SPAB compounded at +4.10% per year against +21.27% for VOO; over five years the annualized figures are -0.43% and +13.52% respectively. Across the full 16-year window we track, VOO has the edge at +13.57% annualized vs +0.70%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.4% for SPAB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -19.5% for SPAB and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.29. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPAB charges 0.03% per year while VOO charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, SPAB currently yields 4.03% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

SPAB and VOO share 3 holdings out of 2018 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPABWeight in VOODifference
GE0.01%0.60%0.59%
DUK0.00%0.15%0.15%
HUBB0.00%0.04%0.04%

Frequently Asked Questions

Which is cheaper, SPAB or VOO?

SPAB has an expense ratio of 0.03% while VOO charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, SPAB or VOO?

Over the past year SPAB returned +2.00% vs +23.65% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), SPAB annualized +0.70% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, SPAB or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 4.4% for SPAB. Worst drawdown: SPAB -19.5% vs VOO -34.3%.

Should I hold both SPAB and VOO?

SPAB and VOO have a monthly-return correlation of 0.29, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPAB and VOO?

SPAB and VOO share 3 common holdings with a 0.0% weight overlap. Combined, they hold 2018 unique securities.

Which pays a higher dividend, SPAB or VOO?

SPAB yields 4.03% while VOO yields 1.09%, so SPAB currently pays the higher dividend yield.

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