IVOO vs SPTS
Comparison between VANGUARD S&P MID-CAP 400 INDEX FUND ETF SHARES (IVOO, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF (SPTS, ETF).
5-Year PerformanceIVOO has outperformed SPTS, delivering a return of +9.3% compared to +1.9%
IVOO vs SPTS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVOO vs SPTS - Historical Returns
Returns include dividend reinvestment.
IVOO vs SPTS - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | IVOO | SPTS |
|---|---|---|
| 2026 | +14.21% | +0.82% |
| 2025 | +7.63% | +5.19% |
| 2024 | +14.16% | +4.34% |
| 2023 | +16.94% | +4.16% |
| 2022 | -13.44% | -3.80% |
| 2021 | +26.61% | -0.69% |
| 2020 | +13.41% | +3.20% |
| 2019 | +26.49% | +3.52% |
| 2018 | -12.13% | +1.14% |
| 2017 | +15.53% | +0.66% |
| 2016 | +22.10% | +0.78% |
| 2015 | -2.14% | +0.83% |
| 2014 | +10.55% | +1.12% |
| 2013 | +30.06% | -0.27% |
| 2012 | +16.54% | +0.38% |
| 2011 | -3.77% | +0.08% |
| 2010 | +20.66% | N/A |
IVOO vs SPTS Drawdown Comparison
The maximum drawdown for IVOO was -42.34%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for SPTS was -5.82%, occurring on Sep 12, 2014. Recovery took 1195 trading sessions.
The current IVOO drawdown is -1.31%. The current SPTS drawdown is -0.03%.
| Rank | IVOO | SPTS |
|---|---|---|
| #1 | -42.34% Feb 20, 2020 - Nov 9, 2020 | -5.82% Aug 29, 2014 - May 31, 2019 |
| #2 | -26.27% Apr 29, 2011 - Mar 19, 2012 | -5.71% Aug 3, 2021 - May 15, 2024 |
| #3 | -24.22% Nov 25, 2024 - Dec 10, 2025 | -1.90% Apr 29, 2013 - Oct 28, 2013 |
| #4 | -23.80% Nov 16, 2021 - Feb 12, 2024 | -1.59% Nov 18, 2013 - Aug 29, 2014 |
| #5 | -23.22% Aug 29, 2018 - Nov 25, 2019 | -1.05% Nov 7, 2013 - Nov 14, 2013 |
| #6 | -19.34% Jun 23, 2015 - Jul 11, 2016 | -1.01% Jan 4, 2012 - May 9, 2012 |
| #7 | -11.38% Mar 26, 2012 - Sep 6, 2012 | -0.96% Sep 24, 2024 - Jan 27, 2025 |
| #8 | -10.54% Jul 1, 2014 - Nov 20, 2014 | -0.84% Feb 27, 2026 - Jul 2, 2026 |
| #9 | -9.67% Jan 26, 2018 - Jun 6, 2018 | -0.73% Sep 17, 2012 - Nov 19, 2012 |
| #10 | -8.81% Mar 2, 2026 - Apr 17, 2026 | -0.71% Oct 28, 2013 - Nov 6, 2013 |
| #11 | -7.98% Jul 16, 2024 - Sep 19, 2024 | -0.70% Sep 4, 2019 - Oct 3, 2019 |
| #12 | -7.62% Sep 14, 2012 - Dec 18, 2012 | -0.69% Apr 30, 2025 - Jun 20, 2025 |
| #13 | -7.19% Mar 28, 2024 - Jul 15, 2024 | -0.63% Feb 11, 2013 - Apr 26, 2013 |
| #14 | -7.11% May 21, 2013 - Jul 11, 2013 | -0.55% Mar 9, 2020 - Mar 26, 2020 |
| #15 | -6.92% May 7, 2021 - Aug 27, 2021 | -0.53% Jun 1, 2012 - Jul 18, 2012 |
Correlation
Correlation between IVOO and SPTS is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2010 - 2026)
IVOO vs SPTS dividend yield comparison.
| Year | IVOO | SPTS |
|---|---|---|
| 2026 | 0.54% | 1.90% |
| 2025 | 1.35% | 3.99% |
| 2024 | 1.30% | 4.25% |
| 2023 | 1.25% | 3.61% |
| 2022 | 1.58% | 1.27% |
| 2021 | 1.14% | 0.19% |
| 2020 | 1.23% | 0.70% |
| 2019 | 1.49% | 2.21% |
| 2018 | 1.56% | 2.04% |
| 2017 | 1.22% | 1.20% |
| 2016 | 1.37% | 0.95% |
| 2015 | 1.45% | 0.83% |
| 2014 | 1.26% | 0.68% |
| 2013 | 0.92% | 0.43% |
| 2012 | 1.07% | 0.40% |
| 2011 | 0.81% | 0.02% |
| 2010 | 0.60% | 0.00% |
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