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SPTM vs VT: Performance & Backtest Comparison

SPTM delivered the higher return - 12.74% CAGR vs 10.05% - over 2011-02-28 → 2026-07-31.

Growth comparison

Drawdown

Annual returns

SPTMVT
NameState Street SPDR Portfolio S&P 1500 Composite Stock Market ETFVanguard Total World Stock Index ETF
CAGR12.74%10.05%
Total return541.81%341.19%
Volatility14.42%14.35%
Max drawdown-23.64%Sep 2022-25.52%Sep 2022
Sharpe0.800.64
Sortino1.170.88
Best year31.55%26.82%
Worst year-17.75%-18.01%
Final balance$64,181$44,119

Correlation of monthly returns: 0.96. Wondering if you need both? Check their fund overlap →

All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.

Which has performed better, SPTM or VT?

Over 2011-02-28 to 2026-07-31, SPTM performed better: 12.74% annualized versus 10.05% for VT, with dividends reinvested. Past performance does not guarantee future results.

How similar are SPTM and VT?

Their monthly returns have a correlation of 0.96 over the common period. SPTM is State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF; VT is Vanguard Total World Stock Index ETF.

Which is riskier, SPTM or VT?

Over the common period SPTM had 14.42% annualized volatility and a -23.64% max drawdown, versus 14.35% and -25.52% for VT.