SPTM vs VFH
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM, ETF) and VANGUARD FINANCIALS INDEX FUND ETF SHARES (VFH, ETF).
5-Year PerformanceSPTM has outperformed VFH, delivering a return of +13.2% compared to +10.3%
SPTM vs VFH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPTM
$14B
VFH
$14B
Expense Ratio
Winner
SPTM
0.03%
VFH
0.09%
Max Drawdown
Winner
SPTM
55.96%
VFH
79.90%
Sharpe Ratio
Winner
SPTM
1.69
VFH
0.45
5Y Beta
SPTM
0.97
Winner
VFH
0.84
P/E Ratio
SPTM
24.73
Winner
VFH
15.69
Forward P/E
SPTM
20.33
Winner
VFH
14.26
PEG Ratio
SPTM
0.26
VFH
N/A
5Y Dividends CAGR
SPTM
7.12%
Winner
VFH
14.57%
5Y EPS CAGR
Winner
SPTM
24.24%
VFH
11.20%
Debt to Equity
Winner
SPTM
30.39%
VFH
71.29%
SPTM vs VFH - Holdings Comparison
SPTM and VFH have 257 common holdings. Overlap is 13.31%
SPTM's top 25 holdings weight is 47.63%. VFH's top 25 holdings weight is 64.98%.
| Rank | SPTM | VFH |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.15% | JPMORGAN CHASE & CO (JPM) - 9.19% |
| #2 | APPLE INC (AAPL) - 6.31% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.46% |
| #3 | MICROSOFT CORP (MSFT) - 5.66% | MASTERCARD INC CLASS A (MA) - 4.88% |
| #4 | AMAZON.COM INC (AMZN) - 3.52% | BANK OF AMERICA CORP (BAC) - 4.13% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.85% | VISA INC CLASS A (V) - 4.02% |
| #6 | BROADCOM INC (AVGO) - 2.57% | MKTLIQ 12/31/2049 (n/a) - 3.32% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.29% | THE GOLDMAN SACHS GROUP INC (GS) - 3.01% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.26% | WELLS FARGO & CO (WFC) - 2.96% |
| #9 | TESLA INC (TSLA) - 2.13% | MORGAN STANLEY (MS) - 2.59% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% | CITIGROUP INC (C) - 2.50% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.40% | n/a (n/a) - 2.35% |
| #12 | ELI LILLY AND CO (LLY) - 1.33% | AMERICAN EXPRESS CO (AXP) - 2.04% |
| #13 | VISA INC CLASS A (V) - 0.93% | BLACKROCK INC (BLK) - 1.80% |
| #14 | EXXON MOBIL CORP (XOM) - 0.78% | CHARLES SCHWAB CORP (SCHW) - 1.77% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.78% | S&P GLOBAL INC (SPGI) - 1.53% |
| #16 | WALMART INC (WMT) - 0.76% | CHUBB LTD (CB) - 1.40% |
| #17 | MASTERCARD INC CLASS A (MA) - 0.74% | CAPITAL ONE FINANCIAL CORP (COF) - 1.39% |
| #18 | n/a (PLTR) - 0.69% | PROGRESSIVE CORP (PGR) - 1.35% |
| #19 | ABBVIE INC (ABBV) - 0.63% | CME GROUP INC CLASS A (CME) - 1.19% |
| #20 | NETFLIX INC (NFLX) - 0.62% | BLACKSTONE INC (BX) - 1.06% |
| #21 | COSTCO WHOLESALE CORP (COST) - 0.60% | BANK OF NEW YORK MELLON CORP (BNY) - 1.06% |
| #22 | BANK OF AMERICA CORP (BAC) - 0.59% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.03% |
| #23 | ADVANCED MICRO DEVICES INC (AMD) - 0.54% | U.S. BANCORP (USB) - 1.01% |
| #24 | THE HOME DEPOT INC (HD) - 0.54% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.00% |
| #25 | PROCTER & GAMBLE CO (PG) - 0.53% | MARSH (MRSH) - 0.94% |
| Total Holdings | 1515 | 424 |
SPTM vs VFH - Historical Returns
Returns include dividend reinvestment.
1M
SPTM
+0.30%
Winner
VFH
+3.75%
3M
Winner
SPTM
+13.86%
VFH
+9.76%
6M
Winner
SPTM
+9.53%
VFH
-1.93%
1Y
Winner
SPTM
+25.61%
VFH
+8.50%
5Y(CAGR)
Winner
SPTM
+13.15%
VFH
+10.35%
10Y(CAGR)
Winner
SPTM
+15.22%
VFH
+13.11%
Max(CAGR)
Winner
SPTM
+8.83%
VFH
+6.66%
SPTM vs VFH - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SPTM | VFH |
|---|---|---|
| 2026 | +9.91% | -1.04% |
| 2025 | +17.16% | +15.14% |
| 2024 | +24.55% | +30.38% |
| 2023 | +26.02% | +13.79% |
| 2022 | -18.20% | -13.30% |
| 2021 | +30.31% | +37.15% |
| 2020 | +17.02% | -2.83% |
| 2019 | +31.34% | +30.58% |
| 2018 | -5.72% | -13.45% |
| 2017 | +20.28% | +19.08% |
| 2016 | +14.77% | +27.20% |
| 2015 | +1.05% | -0.60% |
| 2014 | +14.39% | +14.63% |
| 2013 | +30.04% | +29.33% |
| 2012 | +14.09% | +23.46% |
| 2011 | -0.13% | -16.14% |
| 2010 | +15.00% | +12.75% |
| 2009 | +24.27% | +13.97% |
| 2008 | -35.95% | -47.75% |
| 2007 | +5.42% | -17.62% |
| 2006 | +13.22% | +17.71% |
| 2005 | +8.08% | +6.85% |
| 2004 | +10.82% | +10.21% |
| 2003 | +22.72% | N/A |
| 2002 | -21.86% | N/A |
| 2001 | -7.31% | N/A |
| 2000 | -2.67% | N/A |
SPTM vs VFH Drawdown Comparison
The maximum drawdown for SPTM was -54.81%, occurring on Mar 9, 2009. Recovery took 1115 trading sessions.
The maximum drawdown for VFH was -78.61%, occurring on Mar 6, 2009. Recovery took 2380 trading sessions.
The current SPTM drawdown is -1.50%. The current VFH drawdown is -3.71%.
| Rank | SPTM | VFH |
|---|---|---|
| #1 | -54.81% Oct 9, 2007 - Mar 13, 2012 | -78.61% Jun 4, 2007 - Nov 11, 2016 |
| #2 | -40.96% Nov 7, 2000 - Nov 23, 2005 | -44.44% Feb 14, 2020 - Jan 7, 2021 |
| #3 | -34.65% Feb 19, 2020 - Aug 17, 2020 | -25.67% Jan 12, 2022 - Feb 22, 2024 |
| #4 | -24.15% Jan 4, 2022 - Dec 13, 2023 | -24.30% Jan 26, 2018 - Nov 1, 2019 |
| #5 | -20.19% Sep 20, 2018 - Apr 12, 2019 | -17.30% Feb 18, 2025 - Jun 30, 2025 |
| #6 | -18.87% Feb 19, 2025 - Jun 26, 2025 | -14.75% Jan 6, 2026 - Mar 27, 2026 |
| #7 | -14.80% Jun 22, 2015 - Jun 8, 2016 | -10.78% Mar 5, 2004 - Nov 4, 2004 |
| #8 | -10.29% Apr 2, 2012 - Aug 17, 2012 | -9.41% Dec 30, 2004 - Jul 11, 2005 |
| #9 | -9.79% Jan 26, 2018 - Jul 25, 2018 | -8.64% Mar 1, 2017 - Jul 25, 2017 |
| #10 | -9.46% Jul 19, 2007 - Oct 5, 2007 | -8.33% Feb 20, 2007 - Jun 1, 2007 |
| #11 | -9.44% Sep 2, 2020 - Nov 9, 2020 | -8.27% Jun 4, 2021 - Aug 10, 2021 |
| #12 | -8.69% Feb 9, 2026 - Apr 14, 2026 | -7.98% Nov 29, 2024 - Jan 27, 2025 |
| #13 | -8.36% Jul 16, 2024 - Sep 19, 2024 | -7.84% Jan 14, 2021 - Feb 9, 2021 |
| #14 | -8.35% May 8, 2006 - Sep 26, 2006 | -7.67% Nov 3, 2021 - Jan 7, 2022 |
| #15 | -7.50% Sep 19, 2014 - Oct 31, 2014 | -7.40% May 5, 2006 - Sep 12, 2006 |
Correlation
Correlation between SPTM and VFH is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
SPTM vs VFH dividend yield comparison.
| Year | SPTM | VFH |
|---|---|---|
| 2026 | 0.54% | 0.29% |
| 2025 | 1.13% | 1.55% |
| 2024 | 1.28% | 1.75% |
| 2023 | 1.44% | 2.08% |
| 2022 | 1.69% | 2.31% |
| 2021 | 1.25% | 1.87% |
| 2020 | 1.56% | 2.21% |
| 2019 | 1.72% | 2.17% |
| 2018 | 1.90% | 2.30% |
| 2017 | 1.66% | 1.53% |
| 2016 | 1.91% | 1.63% |
| 2015 | 1.92% | 2.00% |
| 2014 | 2.08% | 1.85% |
| 2013 | 1.63% | 1.82% |
| 2012 | 1.95% | 2.13% |
| 2011 | 1.82% | 2.02% |
| 2010 | 1.19% | 1.32% |
| 2009 | 1.68% | 1.72% |
| 2008 | 2.79% | 5.14% |
| 2007 | 1.60% | 2.83% |
| 2006 | 1.51% | 1.96% |
| 2005 | 1.62% | 1.81% |
| 2004 | 1.80% | 2.13% |
| 2003 | 1.42% | 0.00% |
| 2002 | 1.48% | 0.00% |
| 2001 | 1.33% | 0.00% |
| 2000 | 0.24% | 0.00% |
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