SPDR Portfolio S&P 1500 Composite Stock Market ETF Returns Calculator
Calculate historical returns and project future compounding for SPDR S&P 1500 Broad Market (SPTM). Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Total US Stock Market
AUM
$14.17 Billion
Expense Ratio
0.03%
Fund Manager
State Street Global Advisors (SSGA)
SPDR S&P 1500 Broad Market (SPTM) Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 22.3% CAGR | 5 Years @ 13.3% CAGR | 10 Years @ 14.9% CAGR |
|---|---|---|---|
| $100/mo | $5,150 Invested: $3,600 | $8,559 Invested: $6,000 | $27,695 Invested: $12,000 |
| $250/mo | $12,875 Invested: $9,000 | $21,396 Invested: $15,000 | $69,237 Invested: $30,000 |
| $500/mo | $25,749 Invested: $18,000 | $42,793 Invested: $30,000 | $138,473 Invested: $60,000 |
| $1,000/mo | $51,498 Invested: $36,000 | $85,585 Invested: $60,000 | $276,946 Invested: $120,000 |
| $2,500/mo | $128,745 Invested: $90,000 | $213,964 Invested: $150,000 | $692,365 Invested: $300,000 |
* Projections calculated using actual historical 3-year (22.25%), 5-year (13.33%), and 10-year (14.9%) performance data. Actual mutual fund returns fluctuate with market NAV.
About SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) provides broad-market total US equity exposure by tracking the S&P Composite 1500 Index. It combines the S&P 500 (large cap), S&P 400 (mid cap), and S&P 600 (small cap) into a single ultra-low-cost 0.03% vehicle.
Investment Strategy
Passive Total Market Indexing â Replicates the S&P Composite 1500 Index, covering approximately 90% of total US market capitalization across profitable large, mid, and small-cap public companies meeting S&P's strict profitability screening criteria.
Key Facts
- Covers 1,500 profitable US corporations (S&P 500 + S&P MidCap 400 + S&P SmallCap 600)
- Ultra-low 0.03% expense ratio ($3 per year per $10,000 invested)
- All underlying companies must meet S&P earnings profitability criteria
- Over $10.5 Billion in assets under management
Historical Returns
3-Year CAGR
22.25%
5-Year CAGR
13.33%
10-Year CAGR
14.9%
Benchmark
S&P Composite 1500 Index
Historical annualized returns as of August 2026. Past performance does not guarantee future results.
Top Holdings & Sector Allocation
As of September 2026, SPDR S&P 1500 Broad Market (SPTM)'s portfolio includes:
Top 5 Holdings
- Microsoft Corp. (MSFT)
- Apple Inc. (AAPL)
- NVIDIA Corp. (NVDA)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
Sector Allocation
Information Technology 30.8%, Financials 13.5%, Healthcare 11.9%, Consumer Discretionary 10.5%, Industrials 9.8%, Communication Services 8.4%, Others 15.1%
Risk & Drawdowns
Standard deviation is ~15.2% over 3 years, reflecting broad domestic market beta.
Experienced -34.5% drawdown in early 2020 and -24.2% in 2022.
Tax Treatment
Highly tax-efficient ETF structure. Distributions are primarily qualified dividends.
Who Should NOT Invest in SPDR S&P 1500 Broad Market (SPTM)?
Investors seeking pure mega-cap concentration or guaranteed fixed income.
About the Fund Manager
Managed by State Street Global Advisors passive equity indexing team.
Who Is This Fund Suitable For?
Ideal for investors seeking an all-in-one domestic stock market ETF combining large, mid, and small-cap equities with S&P profitability filters at rock-bottom costs.
More Funds from SPDR & Similar Schemes
Similar Funds to Consider
- Vanguard Total Stock Market ETF (VTI)
- iShares Core S&P Total U.S. Stock Market ETF (ITOT)
- Schwab U.S. Broad Market ETF (SCHB)
Or compare side by side using our main SIP calculator â you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for SPDR S&P 1500 Broad Market (SPTM) Investors
- FIRE Calculator â Plan your retirement corpus with SPDR S&P 1500 Broad Market (SPTM) as part of your portfolio
- Cost of Delay Calculator â See how much delaying your SIP in SPDR S&P 1500 Broad Market (SPTM) could cost you
- SIP vs EMI Calculator â Compare investing in SPDR S&P 1500 Broad Market (SPTM) vs paying off loans
Frequently Asked Questions About SPDR S&P 1500 Broad Market (SPTM)
What is the historical SIP return of SPDR S&P 1500 Broad Market (SPTM)?
Based on the latest data, SPDR S&P 1500 Broad Market (SPTM) has delivered an annualized return (CAGR) of 22.25% over 3 years, 13.33% over 5 years, and 14.9% over 10 years. Experienced -34.5% drawdown in early 2020 and -24.2% in 2022.
How is SPDR S&P 1500 Broad Market (SPTM) SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would $500 monthly SIP in SPDR S&P 1500 Broad Market (SPTM) generate over 5 years?
At an estimated annual return rate of 13.33%, a monthly $500 investment ($30,000 total invested) would grow to approximately $42,793 in 5 years, yielding an estimated wealth gain of $12,793. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in SPDR S&P 1500 Broad Market (SPTM)?
SPDR S&P 1500 Broad Market (SPTM)'s top holdings include Microsoft Corp. (MSFT), Apple Inc. (AAPL), NVIDIA Corp. (NVDA), and Amazon.com Inc. (AMZN). The fund's sector allocation is Information Technology 30.8%, Financials 13.5%, Healthcare 11.9%, Consumer Discretionary 10.5%, Industrials 9.8%, Communication Services 8.4%, Others 15.1%.
What is the risk profile of SPDR S&P 1500 Broad Market (SPTM)?
Standard deviation is ~15.2% over 3 years, reflecting broad domestic market beta. This fund may not be suitable for investors seeking pure mega-cap concentration or guaranteed fixed income..
What are the tax implications of investing in SPDR S&P 1500 Broad Market (SPTM)?
Highly tax-efficient ETF structure. Distributions are primarily qualified dividends.
Data last updated: September 2026 | Fund data sourced from SEC filings and public exchanges
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