VTV Offers Higher Yield While SPTM Delivers Broader Growth

Core Insights - The article compares two ETFs: SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) and Vanguard Value ETF (VTV), highlighting their differences in diversification and value orientation Cost & Size - SPTM has a lower expense ratio of 0.03% compared to VTV's 0.04% - As of October 27, 2025, SPTM has a 1-year return of 17.39%, while VTV has a return of 8.71% - VTV offers a higher dividend yield of 2.09% compared to SPTM's 1.16% - SPTM has assets under management (AUM) of $11.49 billion, while VTV has significantly larger AUM of $207.8 billion - The 5-year beta for SPTM is 1.02, indicating higher volatility compared to VTV's beta of 0.86 [2][3] Performance & Risk Comparison - The maximum drawdown over 5 years for SPTM is 24.15%, while VTV's is lower at 17.03% - An investment of $1,000 would grow to $2,062 in SPTM over 5 years, compared to $1,810 in VTV [4] Fund Composition - VTV holds 314 large-cap U.S. stocks, with significant exposure to financial services (23%), industrials (16%), and healthcare (14%) - Major holdings in VTV include JPMorgan Chase, Berkshire Hathaway, and Exxon Mobil, providing liquidity and stability - SPTM covers a broader market with 1,510 stocks, heavily weighted towards technology (35%), featuring top positions in Nvidia, Apple, and Microsoft [5][6] Investment Considerations - VTV is suitable for income-focused investors due to its higher dividend yield and stability, while SPTM offers more growth potential through technology exposure but comes with increased risk [10]