Compare · 2 funds side by side · dividends reinvested

SDY and VIG

SDYSPDR×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,495VIG · best of the two

02 / 04

SDY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Dividend ETFIncome · Dividend stocks0.35%2.34%+18.0%+20.5%+16.5%+8.2%−7.7%11.2%$22.6B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SDY 2005 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Dividend ETF · $22.6B$14,832

SDY

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested · they hold 28.3% in common

SDYMeasureVIG

+18.0%Year to dateJan 1 → Nov 3+14.0%

+20.5%1 yearTotal return+15.9%

+16.5%3 years · per year$10,000 became $15,822 · $17,369+20.2%

+8.2%5 years · per year$10,000 became $14,832 · $16,495+10.5%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

2.34%Trailing 12-mo yield$234 · $147 a year on $10k1.47%

−7.7%Worst dropSmaller is better−7.9%

11.2%VolatilityLower is calmer10.0%

SDYVIG Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDY vs VIG: Top 5 Holdings

Today

SDY

12.5%in top 5

VIG

in top 522.1%

SDYStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.9%ACNnot top 5

2.8%VZnot top 5

2.2%CVXnot top 5

1.9%Onot top 5

1.8%MDTnot top 5

Held in common28.3%

End-of-day Nov 3, 2026 · share of each fund

SDY vs VIG Returns, Every Period

SPDRSDY

+8.2%

5 years, per year

VIGVanguard

+10.5%

5 years, per year

SDYVIGFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SDY vs VIG

YTD

SPDRSDY

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

−7.7%Worst drop · 1Y−7.9%

11.2%Volatility · 1Y10.0%

2.3%Yield1.5%

$22.6BAssets$109B

3–1SDY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SDY0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SDY, VIG

2.34%highest, SDY

FundTrailing yieldYield$10k

SDY2.34%$234

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$199most kept, SDY

SDY$234 − $35 = $199

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SDY, VIG

Today

28.3%most shared, SDY and VIG

SDYVIG

SDY—28.3%

VIG28.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.5%SDY, at 11.2% volatility

VIGWorst drop−7.9%10.0% vol

SDYWorst drop−7.7%11.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SDYVIG

+18.0%Year to date+14.0%

2.3%Yield1.5%

+20.5%Past year+15.9%

0.35%Fee0.04%

3–1SDY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026