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SPTS vs IVOO

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF (SPTS, ETF) and VANGUARD S&P MID-CAP 400 INDEX FUND ETF SHARES (IVOO, ETF).

5-Year PerformanceIVOO has outperformed SPTS, delivering a return of +9.3% compared to +1.9%

SPTS vs IVOO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPTS
$5.90B
IVOO
$5.90B
Expense Ratio
Winner
SPTS
0.03%
IVOO
0.07%
Max Drawdown
Winner
SPTS
10.12%
IVOO
42.47%
Sharpe Ratio
SPTS
-0.36
Winner
IVOO
1.17
5Y Beta
Winner
SPTS
-0.02
IVOO
0.99
P/E Ratio
SPTS
N/A
IVOO
26.63
Forward P/E
SPTS
N/A
IVOO
16.98
PEG Ratio
SPTS
N/A
IVOO
0.16
5Y Dividends CAGR
Winner
SPTS
68.98%
IVOO
8.85%
5Y EPS CAGR
SPTS
N/A
IVOO
12.67%
Debt to Equity
SPTS
N/A
IVOO
45.05%
P/S Ratio
SPTS
N/A
IVOO
1.63
P/B Ratio
SPTS
N/A
IVOO
2.74

SPTS vs IVOO - Historical Returns

Returns include dividend reinvestment.

1M
SPTS
+0.13%
Winner
IVOO
+0.18%
3M
SPTS
+0.29%
Winner
IVOO
+6.67%
6M
SPTS
+0.82%
Winner
IVOO
+9.14%
1Y
SPTS
+3.18%
Winner
IVOO
+22.62%
5Y(CAGR)
SPTS
+1.91%
Winner
IVOO
+9.34%
10Y(CAGR)
SPTS
+1.67%
Winner
IVOO
+11.04%
Max(CAGR)
SPTS
+1.45%
Winner
IVOO
+12.29%

SPTS vs IVOO - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearSPTSIVOO
2026+0.82%+14.21%
2025+5.19%+7.63%
2024+4.34%+14.16%
2023+4.16%+16.94%
2022-3.80%-13.44%
2021-0.69%+26.61%
2020+3.20%+13.41%
2019+3.52%+26.49%
2018+1.14%-12.13%
2017+0.66%+15.53%
2016+0.78%+22.10%
2015+0.83%-2.14%
2014+1.12%+10.55%
2013-0.27%+30.06%
2012+0.38%+16.54%
2011+0.08%-3.77%
2010N/A+20.66%

SPTS vs IVOO Drawdown Comparison

The maximum drawdown for SPTS was -5.82%, occurring on Sep 12, 2014. Recovery took 1195 trading sessions.

The maximum drawdown for IVOO was -42.34%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The current SPTS drawdown is -0.03%. The current IVOO drawdown is -1.31%.

RankSPTSIVOO
#1-5.82%
Aug 29, 2014 - May 31, 2019
-42.34%
Feb 20, 2020 - Nov 9, 2020
#2-5.71%
Aug 3, 2021 - May 15, 2024
-26.27%
Apr 29, 2011 - Mar 19, 2012
#3-1.90%
Apr 29, 2013 - Oct 28, 2013
-24.22%
Nov 25, 2024 - Dec 10, 2025
#4-1.59%
Nov 18, 2013 - Aug 29, 2014
-23.80%
Nov 16, 2021 - Feb 12, 2024
#5-1.05%
Nov 7, 2013 - Nov 14, 2013
-23.22%
Aug 29, 2018 - Nov 25, 2019
#6-1.01%
Jan 4, 2012 - May 9, 2012
-19.34%
Jun 23, 2015 - Jul 11, 2016
#7-0.96%
Sep 24, 2024 - Jan 27, 2025
-11.38%
Mar 26, 2012 - Sep 6, 2012
#8-0.84%
Feb 27, 2026 - Jul 2, 2026
-10.54%
Jul 1, 2014 - Nov 20, 2014
#9-0.73%
Sep 17, 2012 - Nov 19, 2012
-9.67%
Jan 26, 2018 - Jun 6, 2018
#10-0.71%
Oct 28, 2013 - Nov 6, 2013
-8.81%
Mar 2, 2026 - Apr 17, 2026
#11-0.70%
Sep 4, 2019 - Oct 3, 2019
-7.98%
Jul 16, 2024 - Sep 19, 2024
#12-0.69%
Apr 30, 2025 - Jun 20, 2025
-7.62%
Sep 14, 2012 - Dec 18, 2012
#13-0.63%
Feb 11, 2013 - Apr 26, 2013
-7.19%
Mar 28, 2024 - Jul 15, 2024
#14-0.55%
Mar 9, 2020 - Mar 26, 2020
-7.11%
May 21, 2013 - Jul 11, 2013
#15-0.53%
Jun 1, 2012 - Jul 18, 2012
-6.92%
May 7, 2021 - Aug 27, 2021

Correlation

Correlation between SPTS and IVOO is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2010 - 2026)

SPTS vs IVOO dividend yield comparison.

YearSPTSIVOO
20261.90%0.54%
20253.99%1.35%
20244.25%1.30%
20233.61%1.25%
20221.27%1.58%
20210.19%1.14%
20200.70%1.23%
20192.21%1.49%
20182.04%1.56%
20171.20%1.22%
20160.95%1.37%
20150.83%1.45%
20140.68%1.26%
20130.43%0.92%
20120.40%1.07%
20110.02%0.81%
20100.00%0.60%

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