Compare · 2 funds side by side · dividends reinvested

SPTE and VIG

SPTESP Funds×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

SPTE and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

SP Funds S&P Global Technology ETFSectors · Technology0.55%0.82%+16.8%+15.7%[…][…]−20.8%29.7%$243M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: SPTE 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

SP Funds S&P Global Technology ETF · $243M[…]

SPTE

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 20.3% in common

SPTEMeasureVIG

+16.8%Year to dateJan 1 → Nov 5+12.5%

+15.7%1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.55%Expense ratio$55 · $4 a year on $10k · lower is better0.04%

0.82%Trailing 12-mo yield$82 · $149 a year on $10k1.49%

−20.8%Worst dropSmaller is better−7.9%

29.7%VolatilityLower is calmer10.8%

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

2–4VIG wins

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

More Ways to See the Pairs

SPTE vs VIG: Top 5 Holdings

Today

SPTE

50.5%in top 5

VIG

in top 522.1%

SPTEStockVIG

12.4%AAPL4.9%

11.4%TSMnot top 5

10.9%NVDAnot top 5

10.3%MSFT4.9%

5.4%ASML.ASnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common20.3%

End-of-day Nov 5, 2026 · share of each fund

SPTE vs VIG Returns, Every Period

SP FundsSPTE

+15.7%

past year

VIGVanguard

+15.2%

past year

SPTEVIGFaded: behind in that period

2–0SPTE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: SPTE vs VIG

YTD

SP FundsSPTE

+16.8%

VIGVanguard

+12.5%

+16.8%Year to date+12.5%

−20.8%Worst drop · 1Y−7.9%

29.7%Volatility · 1Y10.8%

0.8%Yield1.5%

$243MAssets$109B

3–1VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPTE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SPTE0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SPTE, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

SPTE0.82%$82

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SPTE$82 − $55 = $27

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SPTE, VIG

Today

20.3%most shared, SPTE and VIG

SPTEVIG

SPTE—20.3%

VIG20.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.7%SPTE, at 29.7% volatility

VIGWorst drop−7.9%10.8% vol

SPTEWorst drop−20.8%29.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSPTE

+12.5%Year to date+16.8%

1.5%Yield0.8%

+15.2%Past year+15.7%

0.04%Fee0.55%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026