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SSPY vs VB

Stratified LargeCap Index ETF vs Vanguard Small-Cap Index Fund ETF Shares

SSPY

Stratified LargeCap Index ETF

Syntax

Annual cost

0.45%

Fund size

$122M

VB

Vanguard Small-Cap Index Fund ETF Shares

Vanguard

Annual cost

0.03%

Fund size

$177.4B

Key differences

  • VB costs 0.42% less per year.
  • VB is significantly larger than SSPY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VB has delivered higher annualized returns.
  • VB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SSPYVB
Annual cost (TER)0.45%0.03%
Fund size (AUM)$122M$177.4B
Since20192004
Dividend yield1.29%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.3%+31.4%
CAGR 3Y+14.9%+17.9%
CAGR 5Y+9.4%+7.8%
Sharpe 3Y0.840.78
Volatility 1Y10.76%16.45%
Max drawdown-36.67%-42.05%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SSPY and VB