SPBO 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

MetricSPBOVTIWinner
Expense Ratio0.03%0.03%
AUM$2.1B$663.5B
Dividend Yield5.10%1.07%
Holdings4,0213,543
YTD Return-0.31%+14.20%
1Y Return+2.12%+24.16%
3Y Return (annualized)+5.05%+21.12%
5Y Return (annualized)+0.02%+12.37%
Volatility (annualized)6.1%15.3%
Max Drawdown-22.4%-56.6%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionApr 6, 2011May 24, 2001

SPBO vs VTI Performance

State Street SPDR Portfolio Corporate Bond ETF (SPBO) 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 SPBO returned +2.12% while VTI returned +24.16%. Year to date, SPBO is down 0.31% versus a gain of 14.20% for VTI.

Over three years, SPBO compounded at +5.05% per year against +21.12% for VTI; over five years the annualized figures are +0.02% and +12.37% respectively. Across the full 15-year window we track, VTI has the edge at +8.14% annualized vs +1.11%. 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 6.1% for SPBO. 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 -22.4% for SPBO 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPBO charges 0.03% per year while VTI charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, SPBO currently yields 5.10% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

SPBO and VTI share 2 holdings out of 3735 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPBOWeight in VTIDifference
GE0.01%0.54%0.53%
DUK0.00%0.14%0.14%

Frequently Asked Questions

Which is cheaper, SPBO or VTI?

SPBO 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, SPBO or VTI?

Over the past year SPBO returned +2.12% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (15 years), SPBO annualized +1.11% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, SPBO or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 6.1% for SPBO. Worst drawdown: SPBO -22.4% vs VTI -56.6%.

Should I hold both SPBO and VTI?

SPBO and VTI have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPBO and VTI?

SPBO and VTI share 2 common holdings with a 0.0% weight overlap. Combined, they hold 3735 unique securities.

Which pays a higher dividend, SPBO or VTI?

SPBO yields 5.10% while VTI yields 1.07%, so SPBO currently pays the higher dividend yield.

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