SPGM vs VTI
SPGM vs VTI
State Street SPDR Portfolio MSCI Global Stock Market ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2846 holdings.
Side-by-Side Comparison
| Metric | SPGM | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.03% | |
| AUM | $1.7B | $663.5B | |
| Dividend Yield | 1.80% | 1.07% | |
| Holdings | 2,985 | 3,543 | |
| YTD Return | +14.76% | +14.20% | |
| 1Y Return | +27.05% | +24.16% | |
| 3Y Return (annualized) | +20.87% | +21.12% | |
| 5Y Return (annualized) | +11.68% | +12.37% | |
| Volatility (annualized) | 13.6% | 15.3% | |
| Max Drawdown | -34.0% | -56.6% | |
| Fund Family | SPDR State Street Global Advisors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 27, 2012 | May 24, 2001 |
SPGM vs VTI Performance
State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) is a ETF from SPDR State Street Global Advisors and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SPGM returned +27.05% while VTI returned +24.16%. Year to date, SPGM is up 14.76% versus a gain of 14.20% for VTI.
Over three years, SPGM compounded at +20.87% per year against +21.12% for VTI; over five years the annualized figures are +11.68% and +12.37% respectively. Across the full 14-year window we track, SPGM has the edge at +9.92% annualized vs +8.14%. 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 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 -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 0.95. 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 VTI charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, SPGM currently yields 1.80% against 1.07% for VTI.
Holdings Overlap
SPGM and VTI share 787 holdings out of 4842 unique holdings combined, representing a 50.8% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in SPGM | Weight in VTI | Difference |
|---|---|---|---|
| NVDA | 4.02% | 6.32% | 2.30% |
| AAPL | 3.67% | 5.84% | 2.17% |
| MSFT | 2.59% | 3.81% | 1.22% |
| AMZN | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
See all 10 holdings SPGM 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, SPGM or VTI?
SPGM has an expense ratio of 0.09% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
Which performed better, SPGM or VTI?
Over the past year SPGM returned +27.05% vs +24.16% for VTI, so SPGM leads on 1-year performance. Over the longest common window we track (14 years), SPGM annualized +9.92% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, SPGM or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 13.6% for SPGM. Worst drawdown: SPGM -34.0% vs VTI -56.6%.
Should I hold both SPGM and VTI?
SPGM and VTI have a monthly-return correlation of 0.95, 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 VTI?
SPGM and VTI share 787 common holdings with a 50.8% weight overlap. Combined, they hold 4842 unique securities.
Which pays a higher dividend, SPGM or VTI?
SPGM yields 1.80% while VTI yields 1.07%, so SPGM currently pays the higher dividend yield.
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