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SSPY vs VTHR

Stratified LargeCap Index ETF vs Vanguard Russell 3000 Index Fund ETF Shares

SSPY

Stratified LargeCap Index ETF

Syntax

Annual cost

0.45%

Fund size

$122M

VTHR

Vanguard Russell 3000 Index Fund ETF Shares

Vanguard

Annual cost

0.06%

Fund size

$5.8B

Key differences

  • VTHR costs 0.39% less per year.
  • VTHR is significantly larger than SSPY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VTHR has delivered higher annualized returns.
  • VTHR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SSPYVTHR
Annual cost (TER)0.45%0.06%
Fund size (AUM)$122M$5.8B
Since20192010
Dividend yield1.29%1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.3%+30.6%
CAGR 3Y+14.9%+22.6%
CAGR 5Y+9.4%+13.2%
Sharpe 3Y0.841.19
Volatility 1Y10.76%12.42%
Max drawdown-36.67%-34.61%

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

Similar to SSPY and VTHR