SPYM vs VOO

Quick Verdict

SPYM has a lower expense ratio. VOO offers more diversification with 505 holdings.

Lower Fees: SPYMHigher Returns: TiedMore Diversified: VOO

Side-by-Side Comparison

MetricSPYMVOOWinner
Expense Ratio0.02%0.03%
AUM$160.0B$979.0B
Dividend Yield1.03%1.09%
Holdings508509
YTD Return+9.92%+9.95%
1Y Return+19.58%+19.58%
3Y Return (annualized)+19.40%+19.43%
5Y Return (annualized)+12.89%+12.89%
Volatility (annualized)14.8%14.2%
Max Drawdown-34.3%-34.3%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionNov 8, 2005Sep 7, 2010

SPYM vs VOO Performance

State Street SPDR Portfolio S&P 500 ETF (SPYM) 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 SPYM returned +19.58% while VOO returned +19.58%. Year to date, SPYM is up 9.92% versus a gain of 9.95% for VOO.

Over three years, SPYM compounded at +19.40% per year against +19.43% for VOO; over five years the annualized figures are +12.89% and +12.89% respectively. Across the full 12-year window we track, VOO has the edge at +13.35% annualized vs +12.54%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPYM has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 14.2% for VOO. 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 -34.3% for SPYM 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 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SPYM charges 0.02% per year while VOO charges 0.03%. On a $10,000 position that is $2 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, SPYM currently yields 1.03% against 1.09% for VOO.

Holdings Overlap

96.9%overlap

SPYM and VOO share 493 holdings out of 516 unique holdings combined, representing a 96.9% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in SPYMWeight in VOODifference
NVDA7.30%7.51%0.21%
AAPL7.08%6.59%0.49%
MSFT4.43%4.30%0.13%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
MUProProPro
TSLAProProPro
See all 10 holdings SPYM shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, SPYM or VOO?

SPYM has an expense ratio of 0.02% while VOO charges 0.03%. SPYM is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, SPYM or VOO?

Over the past year SPYM returned +19.58% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (12 years), SPYM annualized +12.54% vs +13.35% for VOO. Past performance does not guarantee future results.

Which is riskier, SPYM or VOO?

SPYM has been the more volatile fund at 14.8% annualized versus 14.2% for VOO. Worst drawdown: SPYM -34.3% vs VOO -34.3%.

Should I hold both SPYM and VOO?

SPYM and VOO have a monthly-return correlation of 1.00, 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 SPYM and VOO?

SPYM and VOO share 493 common holdings with a 96.9% weight overlap. Combined, they hold 516 unique securities.

Which pays a higher dividend, SPYM or VOO?

SPYM yields 1.03% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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