SPGM vs VT
SPGM vs VT
State Street SPDR Portfolio MSCI Global Stock Market ETF vs Vanguard Total World Stock ETF
Quick Verdict
VT has a lower expense ratio. SPGM delivered stronger 1-year returns. VT offers more diversification with 8926 holdings.
Side-by-Side Comparison
| Metric | SPGM | VT | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.06% | |
| AUM | $1.7B | $77.6B | |
| Dividend Yield | 1.80% | 1.61% | |
| Holdings | 2,985 | 10,133 | |
| YTD Return | +14.15% | +13.59% | |
| 1Y Return | +27.20% | +25.39% | |
| 3Y Return (annualized) | +20.43% | +19.94% | |
| 5Y Return (annualized) | +11.66% | +11.12% | |
| Volatility (annualized) | 13.6% | 16.6% | |
| Max Drawdown | -34.0% | -50.6% | |
| Fund Family | SPDR State Street Global Advisors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 27, 2012 | Jun 24, 2008 |
SPGM vs VT Performance
State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) is a ETF from SPDR State Street Global Advisors and Vanguard Total World Stock ETF (VT) is a ETF from Vanguard (US). Over the past year SPGM returned +27.20% while VT returned +25.39%. Year to date, SPGM is up 14.15% versus a gain of 13.59% for VT.
Over three years, SPGM compounded at +20.43% per year against +19.94% for VT; over five years the annualized figures are +11.66% and +11.12% respectively. Across the full 14-year window we track, SPGM has the edge at +9.88% annualized vs +7.34%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VT has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 13.6% for SPGM. 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 -34.0% for SPGM and -50.6% for VT. 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SPGM charges 0.09% per year while VT charges 0.06%. On a $10,000 position that is $9 vs $6 annually, a gap of $3 per year that compounds over a long holding period. On income, SPGM currently yields 1.80% against 1.61% for VT.
Holdings Overlap
SPGM and VT share 1912 holdings out of 9857 unique holdings combined, representing a 56.2% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in SPGM | Weight in VT | Difference |
|---|---|---|---|
| NVDA | 4.02% | 4.14% | 0.12% |
| AAPL | 3.67% | 3.47% | 0.20% |
| MSFT | 2.59% | 2.68% | 0.09% |
| AMZN | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| JPM | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
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Frequently Asked Questions
Which is cheaper, SPGM or VT?
SPGM has an expense ratio of 0.09% while VT charges 0.06%. VT is the cheaper option. On a $10,000 investment, that is $3 per year of difference.
Which performed better, SPGM or VT?
Over the past year SPGM returned +27.20% vs +25.39% for VT, so SPGM leads on 1-year performance. Over the longest common window we track (14 years), SPGM annualized +9.88% vs +7.34% for VT. Past performance does not guarantee future results.
Which is riskier, SPGM or VT?
VT has been the more volatile fund at 16.6% annualized versus 13.6% for SPGM. Worst drawdown: SPGM -34.0% vs VT -50.6%.
Should I hold both SPGM and VT?
SPGM and VT have a monthly-return correlation of 0.98, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between SPGM and VT?
SPGM and VT share 1912 common holdings with a 56.2% weight overlap. Combined, they hold 9857 unique securities.
Which pays a higher dividend, SPGM or VT?
SPGM yields 1.80% while VT yields 1.61%, so SPGM currently pays the higher dividend yield.
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