SPAB vs VTI

Quick Verdict

VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: TiedHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricSPABVTIWinner
Expense Ratio0.03%0.03%
AUM$9.8B$663.5B
Dividend Yield4.03%1.07%
Holdings8,1453,543
YTD Return-0.63%+11.83%
1Y Return+1.64%+21.79%
3Y Return (annualized)+3.96%+20.40%
5Y Return (annualized)-0.50%+11.96%
Volatility (annualized)4.4%15.3%
Max Drawdown-19.5%-56.6%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionMay 23, 2007May 24, 2001

SPAB vs VTI Performance

State Street SPDR Portfolio Aggregate Bond ETF (SPAB) is a ETF from State Street Investment Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SPAB returned +1.64% while VTI returned +21.79%. Year to date, SPAB is down 0.63% versus a gain of 11.83% for VTI.

Over three years, SPAB compounded at +3.96% per year against +20.40% for VTI; over five years the annualized figures are -0.50% and +11.96% respectively. Across the full 19-year window we track, VTI has the edge at +8.06% annualized vs +0.68%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 0.22. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPAB charges 0.03% per year while VTI charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, SPAB currently yields 4.03% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

SPAB and VTI share 4 holdings out of 4295 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 VTIDifference
GE0.01%0.54%0.53%
DUK0.00%0.14%0.14%
HUBB0.00%0.04%0.04%
GMTProProPro
See all 4 holdings SPAB shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime.

Frequently Asked Questions

Which is cheaper, SPAB or VTI?

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

Which performed better, SPAB or VTI?

Over the past year SPAB returned +1.64% vs +21.79% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (19 years), SPAB annualized +0.68% vs +8.06% for VTI. Past performance does not guarantee future results.

Which is riskier, SPAB or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 4.4% for SPAB. Worst drawdown: SPAB -19.5% vs VTI -56.6%.

Should I hold both SPAB and VTI?

SPAB and VTI have a monthly-return correlation of 0.22, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPAB and VTI?

SPAB and VTI share 4 common holdings with a 0.0% weight overlap. Combined, they hold 4295 unique securities.

Which pays a higher dividend, SPAB or VTI?

SPAB yields 4.03% while VTI yields 1.07%, so SPAB currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →