SPTM vs MGV
Comparison between SPDR(R) PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF (SPTM, ETF) and VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES (MGV, ETF).
5-Year PerformanceSPTM has outperformed MGV, delivering a return of +12.9% compared to +11.3%
SPTM vs MGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPTM
$12B
MGV
$11B
Expense Ratio
Winner
SPTM
0.03%
MGV
0.05%
Max Drawdown
Winner
SPTM
55.96%
MGV
57.07%
Sharpe Ratio
Winner
SPTM
2.05
MGV
1.97
5Y Beta
SPTM
0.97
Winner
MGV
0.65
P/E Ratio
SPTM
26.25
Winner
MGV
21.36
Forward P/E
SPTM
20.50
Winner
MGV
17.30
PEG Ratio
SPTM
N/A
MGV
0.41
5Y Dividends CAGR
SPTM
5.87%
Winner
MGV
11.56%
5Y EPS CAGR
Winner
SPTM
24.13%
MGV
11.17%
Debt to Equity
SPTM
N/A
MGV
4.29%
P/S Ratio
SPTM
3.07
Winner
MGV
2.44
P/B Ratio
SPTM
4.64
Winner
MGV
3.46
SPTM vs MGV - Holdings Comparison
SPTM and MGV have 121 common holdings. Overlap is 30.11%
SPTM's top 25 holdings weight is 47.63%. MGV's top 25 holdings weight is 47.96%.
| Rank | SPTM | MGV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.15% | JPMORGAN CHASE & CO (JPM) - 3.81% |
| #2 | APPLE INC (AAPL) - 6.31% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.46% |
| #3 | MICROSOFT CORP (MSFT) - 5.66% | EXXON MOBIL CORP (XOM) - 3.19% |
| #4 | AMAZON.COM INC (AMZN) - 3.52% | JOHNSON & JOHNSON (JNJ) - 2.97% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.85% | WALMART INC (WMT) - 2.79% |
| #6 | BROADCOM INC (AVGO) - 2.57% | MICRON TECHNOLOGY INC (MU) - 2.31% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.29% | COSTCO WHOLESALE CORP (COST) - 2.23% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.26% | ABBVIE INC (ABBV) - 2.04% |
| #9 | TESLA INC (TSLA) - 2.13% | PROCTER & GAMBLE CO (PG) - 1.94% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% | THE HOME DEPOT INC (HD) - 1.88% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.40% | CHEVRON CORP (CVX) - 1.77% |
| #12 | ELI LILLY AND CO (LLY) - 1.33% | GE AEROSPACE (GE) - 1.70% |
| #13 | VISA INC CLASS A (V) - 0.93% | CATERPILLAR INC (CAT) - 1.57% |
| #14 | EXXON MOBIL CORP (XOM) - 0.78% | BANK OF AMERICA CORP (BAC) - 1.55% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.78% | MERCK & CO INC (MRK) - 1.53% |
| #16 | WALMART INC (WMT) - 0.76% | APPLIED MATERIALS INC (AMAT) - 1.47% |
| #17 | MASTERCARD INC CLASS A (MA) - 0.74% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.44% |
| #18 | n/a (PLTR) - 0.69% | CISCO SYSTEMS INC (CSCO) - 1.40% |
| #19 | ABBVIE INC (ABBV) - 0.63% | COCA-COLA CO (KO) - 1.39% |
| #20 | NETFLIX INC (NFLX) - 0.62% | RTX CORP (RTX) - 1.35% |
| #21 | COSTCO WHOLESALE CORP (COST) - 0.60% | UNITEDHEALTH GROUP INC (UNH) - 1.32% |
| #22 | BANK OF AMERICA CORP (BAC) - 0.59% | WELLS FARGO & CO (WFC) - 1.27% |
| #23 | ADVANCED MICRO DEVICES INC (AMD) - 0.54% | THE GOLDMAN SACHS GROUP INC (GS) - 1.22% |
| #24 | THE HOME DEPOT INC (HD) - 0.54% | BERKSHIRE HATHAWAY INC CLASS A (BRK-A) - 1.18% |
| #25 | PROCTER & GAMBLE CO (PG) - 0.53% | LINDE PLC (LIN) - 1.18% |
| Total Holdings | 1515 | 133 |
SPTM vs MGV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPTM
+8.82%
MGV
+3.03%
3M
Winner
SPTM
+6.28%
MGV
+1.23%
6M
SPTM
+10.88%
Winner
MGV
+13.06%
1Y
Winner
SPTM
+31.81%
MGV
+25.98%
5Y(CAGR)
Winner
SPTM
+12.89%
MGV
+11.28%
10Y(CAGR)
Winner
SPTM
+15.29%
MGV
+12.70%
Max(CAGR)
SPTM
+8.82%
Winner
MGV
+9.07%
SPTM vs MGV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SPTM | MGV |
|---|---|---|
| 2026 | +8.51% | +8.58% |
| 2025 | +17.16% | +15.69% |
| 2024 | +24.55% | +16.14% |
| 2023 | +26.02% | +9.44% |
| 2022 | -18.20% | -1.69% |
| 2021 | +30.31% | +27.43% |
| 2020 | +17.02% | +1.87% |
| 2019 | +31.34% | +25.48% |
| 2018 | -5.72% | -4.44% |
| 2017 | +20.28% | +16.00% |
| 2016 | +14.77% | +18.26% |
| 2015 | +1.05% | -0.17% |
| 2014 | +14.39% | +13.94% |
| 2013 | +30.04% | +28.83% |
| 2012 | +14.09% | +13.14% |
| 2011 | -0.13% | +0.18% |
| 2010 | +15.00% | +11.13% |
| 2009 | +24.27% | +12.92% |
| 2008 | -35.95% | -34.86% |
| 2007 | +5.42% | -0.46% |
| 2006 | +13.22% | N/A |
| 2005 | +8.08% | N/A |
| 2004 | +10.82% | N/A |
| 2003 | +22.72% | N/A |
| 2002 | -21.86% | N/A |
| 2001 | -7.31% | N/A |
| 2000 | -2.67% | N/A |
SPTM vs MGV Drawdown Comparison
The maximum drawdown for SPTM was -54.81%, occurring on Mar 9, 2009. Recovery took 1115 trading sessions.
The maximum drawdown for MGV was -55.86%, occurring on Mar 5, 2009. Recovery took 1213 trading sessions.
The current MGV drawdown is -0.10%.
| Rank | SPTM | MGV |
|---|---|---|
| #1 | -54.81% Oct 9, 2007 - Mar 13, 2012 | -55.86% Dec 27, 2007 - Oct 18, 2012 |
| #2 | -40.96% Nov 7, 2000 - Nov 23, 2005 | -35.41% Jan 17, 2020 - Dec 4, 2020 |
| #3 | -34.65% Feb 19, 2020 - Aug 17, 2020 | -16.63% Sep 21, 2018 - Apr 23, 2019 |
| #4 | -24.15% Jan 4, 2022 - Dec 13, 2023 | -16.55% Apr 20, 2022 - Jul 20, 2023 |
| #5 | -20.19% Sep 20, 2018 - Apr 12, 2019 | -13.18% Feb 19, 2025 - Jul 1, 2025 |
| #6 | -18.87% Feb 19, 2025 - Jun 26, 2025 | -12.88% May 21, 2015 - Apr 18, 2016 |
| #7 | -14.80% Jun 22, 2015 - Jun 8, 2016 | -11.02% Jan 26, 2018 - Sep 14, 2018 |
| #8 | -10.29% Apr 2, 2012 - Aug 17, 2012 | -9.07% Jul 24, 2023 - Dec 13, 2023 |
| #9 | -9.79% Jan 26, 2018 - Jul 25, 2018 | -7.73% Oct 18, 2012 - Jan 2, 2013 |
| #10 | -9.46% Jul 19, 2007 - Oct 5, 2007 | -7.68% Sep 19, 2014 - Nov 6, 2014 |
| #11 | -9.44% Sep 2, 2020 - Nov 9, 2020 | -7.06% Nov 29, 2024 - Feb 19, 2025 |
| #12 | -8.69% Feb 9, 2026 - Apr 14, 2026 | -6.71% Jan 11, 2022 - Mar 29, 2022 |
| #13 | -8.36% Jul 16, 2024 - Sep 19, 2024 | -6.55% Jul 29, 2019 - Oct 22, 2019 |
| #14 | -8.35% May 8, 2006 - Sep 26, 2006 | -6.41% Feb 11, 2026 - Apr 30, 2026 |
| #15 | -7.50% Sep 19, 2014 - Oct 31, 2014 | -6.00% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between SPTM and MGV is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
SPTM vs MGV dividend yield comparison.
| Year | SPTM | MGV |
|---|---|---|
| 2026 | 0.26% | 0.52% |
| 2025 | 1.13% | 2.04% |
| 2024 | 1.28% | 2.31% |
| 2023 | 1.44% | 2.48% |
| 2022 | 1.69% | 2.45% |
| 2021 | 1.25% | 2.17% |
| 2020 | 1.56% | 2.47% |
| 2019 | 1.72% | 2.69% |
| 2018 | 1.90% | 2.65% |
| 2017 | 1.66% | 2.34% |
| 2016 | 1.91% | 2.53% |
| 2015 | 1.92% | 2.59% |
| 2014 | 2.08% | 2.26% |
| 2013 | 1.63% | 2.29% |
| 2012 | 1.95% | 2.80% |
| 2011 | 1.82% | 2.75% |
| 2010 | 1.19% | 2.37% |
| 2009 | 1.68% | 3.01% |
| 2008 | 2.79% | 3.39% |
| 2007 | 1.60% | 0.00% |
| 2006 | 1.51% | 0.00% |
| 2005 | 1.62% | 0.00% |
| 2004 | 1.80% | 0.00% |
| 2003 | 1.42% | 0.00% |
| 2002 | 1.48% | 0.00% |
| 2001 | 1.33% | 0.00% |
| 2000 | 0.24% | 0.00% |
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