Compare · 2 funds side by side · dividends reinvested

SPYM and VUG

SPYMSPDR×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

SPYM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: SPYM 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

SPYM

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 55.4% in common

SPYMMeasureVUG

+13.4%Year to dateJan 1 → Nov 4+6.3%

+13.5%1 yearTotal return+3.4%

+24.3%3 years · per year$10,000 became $19,186 · $19,712+25.4%

+12.6%5 years · per year$10,000 became $18,126 · $17,153+11.4%

0.02%Expense ratio$2 · $3 a year on $10k · lower is better0.03%

1.01%Trailing 12-mo yield$101 · $40 a year on $10k0.40%

−8.9%Worst dropSmaller is better−16.1%

12.8%VolatilityLower is calmer18.2%

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

7–1SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPYM vs VUG: Top 5 Holdings

Today

SPYM

27.3%in top 5

VUG

in top 545.2%

SPYMStockVUG

7.7%NVDA13.5%

7.4%AAPL12.5%

5.9%MSFT9.7%

2.5%GOOGL5.2%

not top 5AVGO4.3%

3.8%AMZNnot top 5

Held in common55.4%

End-of-day Nov 4, 2026 · share of each fund

SPYM vs VUG Returns, Every Period

SPDRSPYM

+12.6%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

SPYMVUGFaded: behind in that period

3–1SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPYM vs VUG

YTD

SPDRSPYM

+13.4%

VUGVanguard

+6.3%

+13.4%Year to date+6.3%

−8.9%Worst drop · 1Y−16.1%

12.8%Volatility · 1Y18.2%

1.0%Yield0.4%

$185BAssets$233B

4–0SPYM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPYM, VUG

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VUG0.03%$3

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SPYM, VUG

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SPYM, VUG

Today

55.4%most shared, SPYM and VUG

SPYMVUG

SPYM—55.4%

VUG55.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMVUG

+13.4%Year to date+6.3%

1.0%Yield0.4%

+13.5%Past year+3.4%

0.02%Fee0.03%

4–0SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026