Compare · 2 funds side by side · dividends reinvested

SSPY and VIG

SSPYStratified×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

SSPY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.4

Stratified LargeCap Index ETFUS Stock Styles · Large cap0.45%1.16%+18.9%+22.3%+19.6%+9.9%−7.3%10.9%$132M1.6

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: SSPY 2019 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Stratified LargeCap Index ETF · $132M$16,025

SSPY

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 27.2% in common

SSPYMeasureVIG

+18.9%Year to dateJan 1 → Nov 4+16.4%

+22.3%1 yearTotal return+18.9%

+19.6%3 years · per year$10,000 became $17,110 · $17,533+20.6%

+9.9%5 years · per year$10,000 became $16,025 · $17,005+11.2%

0.45%Expense ratio$45 · $4 a year on $10k · lower is better0.04%

1.16%Trailing 12-mo yield$116 · $144 a year on $10k1.44%

−7.3%Worst dropSmaller is better−7.9%

10.9%VolatilityLower is calmer10.2%

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

3–5VIG wins

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

More Ways to See the Pairs

SSPY vs VIG: Top 5 Holdings

Today

SSPY

5.0%in top 5

VIG

in top 522.1%

SSPYStockVIG

1.1%MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.0%IBMnot top 5

1.0%COFnot top 5

1.0%SYFnot top 5

0.9%WMTnot top 5

Held in common27.2%

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

SSPY vs VIG Returns, Every Period

StratifiedSSPY

+9.9%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

SSPYVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: SSPY vs VIG

YTD

StratifiedSSPY

+18.9%

VIGVanguard

+16.4%

+18.9%Year to date+16.4%

−7.3%Worst drop · 1Y−7.9%

10.9%Volatility · 1Y10.2%

1.2%Yield1.4%

$132MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: SSPY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SSPY0.45%$45

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

Yields: SSPY, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

SSPY1.16%$116

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

SSPY$116 − $45 = $71

KeptFee

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

Overlap: SSPY, VIG

Today

27.2%most shared, SSPY and VIG

SSPYVIG

SSPY—27.2%

VIG27.2%—

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

Return vs Bumpiness: 2 ETFs

+22.3%SSPY, at 10.9% volatility

VIGWorst drop−7.9%10.2% vol

SSPYWorst drop−7.3%10.9% vol

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

Paid More vs Made More

YTD

VIGSSPY

+16.4%Year to date+18.9%

1.4%Yield1.2%

+18.9%Past year+22.3%

0.04%Fee0.45%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026