VFH vs SPTM
Comparison between VANGUARD FINANCIALS INDEX FUND ETF SHARES (VFH, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM, ETF).
5-Year PerformanceSPTM has outperformed VFH, delivering a return of +13.6% compared to +10.8%
VFH vs SPTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VFH
$14B
Winner
SPTM
$14B
Expense Ratio
VFH
0.09%
Winner
SPTM
0.03%
Max Drawdown
VFH
79.90%
Winner
SPTM
55.96%
Sharpe Ratio
VFH
0.45
Winner
SPTM
1.69
5Y Beta
Winner
VFH
0.84
SPTM
0.97
P/E Ratio
Winner
VFH
15.69
SPTM
24.73
Forward P/E
Winner
VFH
14.26
SPTM
20.33
PEG Ratio
VFH
N/A
SPTM
0.26
5Y Dividends CAGR
Winner
VFH
14.57%
SPTM
5.87%
5Y EPS CAGR
VFH
11.20%
Winner
SPTM
24.24%
Debt to Equity
VFH
71.29%
Winner
SPTM
30.39%
VFH vs SPTM - Holdings Comparison
VFH and SPTM have 257 common holdings. Overlap is 13.31%
VFH's top 25 holdings weight is 64.98%. SPTM's top 25 holdings weight is 47.63%.
| Rank | VFH | SPTM |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 9.19% | NVIDIA CORP (NVDA) - 7.15% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.46% | APPLE INC (AAPL) - 6.31% |
| #3 | MASTERCARD INC CLASS A (MA) - 4.88% | MICROSOFT CORP (MSFT) - 5.66% |
| #4 | BANK OF AMERICA CORP (BAC) - 4.13% | AMAZON.COM INC (AMZN) - 3.52% |
| #5 | VISA INC CLASS A (V) - 4.02% | ALPHABET INC CLASS A (GOOGL) - 2.85% |
| #6 | MKTLIQ 12/31/2049 (n/a) - 3.32% | BROADCOM INC (AVGO) - 2.57% |
| #7 | THE GOLDMAN SACHS GROUP INC (GS) - 3.01% | ALPHABET INC CLASS C (GOOG) - 2.29% |
| #8 | WELLS FARGO & CO (WFC) - 2.96% | META PLATFORMS INC CLASS A (META) - 2.26% |
| #9 | MORGAN STANLEY (MS) - 2.59% | TESLA INC (TSLA) - 2.13% |
| #10 | CITIGROUP INC (C) - 2.50% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | n/a (n/a) - 2.35% | JPMORGAN CHASE & CO (JPM) - 1.40% |
| #12 | AMERICAN EXPRESS CO (AXP) - 2.04% | ELI LILLY AND CO (LLY) - 1.33% |
| #13 | BLACKROCK INC (BLK) - 1.80% | VISA INC CLASS A (V) - 0.93% |
| #14 | CHARLES SCHWAB CORP (SCHW) - 1.77% | EXXON MOBIL CORP (XOM) - 0.78% |
| #15 | S&P GLOBAL INC (SPGI) - 1.53% | JOHNSON & JOHNSON (JNJ) - 0.78% |
| #16 | CHUBB LTD (CB) - 1.40% | WALMART INC (WMT) - 0.76% |
| #17 | CAPITAL ONE FINANCIAL CORP (COF) - 1.39% | MASTERCARD INC CLASS A (MA) - 0.74% |
| #18 | PROGRESSIVE CORP (PGR) - 1.35% | n/a (PLTR) - 0.69% |
| #19 | CME GROUP INC CLASS A (CME) - 1.19% | ABBVIE INC (ABBV) - 0.63% |
| #20 | BLACKSTONE INC (BX) - 1.06% | NETFLIX INC (NFLX) - 0.62% |
| #21 | BANK OF NEW YORK MELLON CORP (BNY) - 1.06% | COSTCO WHOLESALE CORP (COST) - 0.60% |
| #22 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.03% | BANK OF AMERICA CORP (BAC) - 0.59% |
| #23 | U.S. BANCORP (USB) - 1.01% | ADVANCED MICRO DEVICES INC (AMD) - 0.54% |
| #24 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.00% | THE HOME DEPOT INC (HD) - 0.54% |
| #25 | MARSH (MRSH) - 0.94% | PROCTER & GAMBLE CO (PG) - 0.53% |
| Total Holdings | 424 | 1515 |
VFH vs SPTM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VFH
+3.68%
SPTM
+1.71%
3M
VFH
+10.49%
Winner
SPTM
+13.53%
6M
VFH
-0.76%
Winner
SPTM
+11.59%
1Y
VFH
+9.60%
Winner
SPTM
+26.93%
5Y(CAGR)
VFH
+10.77%
Winner
SPTM
+13.64%
10Y(CAGR)
VFH
+13.15%
Winner
SPTM
+16.67%
Max(CAGR)
VFH
+6.63%
Winner
SPTM
+15.23%
VFH vs SPTM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VFH | SPTM |
|---|---|---|
| 2026 | -1.57% | +10.27% |
| 2025 | +15.14% | +17.16% |
| 2024 | +30.38% | +24.55% |
| 2023 | +13.79% | +26.02% |
| 2022 | -13.30% | -18.20% |
| 2021 | +37.15% | +30.31% |
| 2020 | -2.83% | +17.02% |
| 2019 | +30.58% | +31.34% |
| 2018 | -13.45% | -5.72% |
| 2017 | +19.08% | +28.03% |
| 2016 | +27.20% | +26.77% |
| 2015 | -0.60% | +11.00% |
| 2014 | +14.63% | +27.10% |
| 2013 | +29.33% | +42.12% |
| 2012 | +23.46% | +25.71% |
| 2011 | -16.14% | +9.31% |
| 2010 | +12.75% | +22.55% |
| 2009 | +13.97% | +37.18% |
| 2008 | -47.75% | -28.81% |
| 2007 | -17.62% | +13.95% |
| 2006 | +17.71% | +22.59% |
| 2005 | +6.85% | +17.27% |
| 2004 | +10.21% | +21.57% |
| 2003 | N/A | +32.57% |
| 2002 | N/A | -16.35% |
| 2001 | N/A | -0.72% |
| 2000 | N/A | -1.52% |
VFH vs SPTM Drawdown Comparison
The maximum drawdown for VFH was -78.61%, occurring on Mar 6, 2009. Recovery took 2380 trading sessions.
The maximum drawdown for SPTM was -48.73%, occurring on Mar 9, 2009. Recovery took 610 trading sessions.
The current VFH drawdown is -4.22%. The current SPTM drawdown is -1.18%.
| Rank | VFH | SPTM |
|---|---|---|
| #1 | -78.61% Jun 4, 2007 - Nov 11, 2016 | -48.73% Oct 9, 2007 - Mar 12, 2010 |
| #2 | -44.44% Feb 14, 2020 - Jan 7, 2021 | -34.65% Feb 19, 2020 - Aug 17, 2020 |
| #3 | -25.67% Jan 12, 2022 - Feb 22, 2024 | -33.33% Nov 7, 2000 - Dec 17, 2003 |
| #4 | -24.30% Jan 26, 2018 - Nov 1, 2019 | -24.15% Jan 4, 2022 - Dec 13, 2023 |
| #5 | -17.30% Feb 18, 2025 - Jun 30, 2025 | -20.19% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -14.75% Jan 6, 2026 - Mar 27, 2026 | -18.87% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -10.78% Mar 5, 2004 - Nov 4, 2004 | -18.10% Jul 7, 2011 - Jan 10, 2012 |
| #8 | -9.41% Dec 30, 2004 - Jul 11, 2005 | -14.16% Apr 23, 2010 - Oct 18, 2010 |
| #9 | -8.64% Mar 1, 2017 - Jul 25, 2017 | -12.14% Dec 29, 2015 - Mar 18, 2016 |
| #10 | -8.33% Feb 20, 2007 - Jun 1, 2007 | -11.23% Jun 22, 2015 - Oct 28, 2015 |
| #11 | -8.27% Jun 4, 2021 - Aug 10, 2021 | -10.29% Apr 2, 2012 - Jul 27, 2012 |
| #12 | -7.98% Nov 29, 2024 - Jan 27, 2025 | -9.79% Jan 26, 2018 - Jul 25, 2018 |
| #13 | -7.84% Jan 14, 2021 - Feb 9, 2021 | -9.46% Jul 19, 2007 - Sep 26, 2007 |
| #14 | -7.67% Nov 3, 2021 - Jan 7, 2022 | -9.44% Sep 2, 2020 - Nov 9, 2020 |
| #15 | -7.40% May 5, 2006 - Sep 12, 2006 | -8.69% Feb 9, 2026 - Apr 14, 2026 |
Correlation
Correlation between VFH and SPTM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
VFH vs SPTM dividend yield comparison.
| Year | VFH | SPTM |
|---|---|---|
| 2026 | 0.29% | 0.26% |
| 2025 | 1.55% | 1.13% |
| 2024 | 1.75% | 1.28% |
| 2023 | 2.08% | 1.44% |
| 2022 | 2.31% | 1.69% |
| 2021 | 1.87% | 1.25% |
| 2020 | 2.21% | 1.56% |
| 2019 | 2.17% | 1.72% |
| 2018 | 2.30% | 1.90% |
| 2017 | 1.53% | 7.42% |
| 2016 | 1.63% | 11.48% |
| 2015 | 2.00% | 11.50% |
| 2014 | 1.85% | 12.47% |
| 2013 | 1.82% | 9.80% |
| 2012 | 2.13% | 11.71% |
| 2011 | 2.02% | 10.93% |
| 2010 | 1.32% | 7.14% |
| 2009 | 1.72% | 10.08% |
| 2008 | 5.14% | 16.73% |
| 2007 | 2.83% | 9.59% |
| 2006 | 1.96% | 9.08% |
| 2005 | 1.81% | 9.70% |
| 2004 | 2.13% | 10.79% |
| 2003 | 0.00% | 8.54% |
| 2002 | 0.00% | 8.90% |
| 2001 | 0.00% | 7.99% |
| 2000 | 0.00% | 1.41% |
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