Compare · 2 funds side by side · dividends reinvested

VDIG and SPYM

VDIGVanguard×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 03

VDIG and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.0

Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETFIncome · Dividend stocks0.40%0.12%+5.5%[…][…][…][…][…]$32M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: VDIG 2025 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETF · $32M[…]

VDIG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

VDIGMeasureSPYM

+5.5%Year to dateJan 1 → Nov 6+8.8%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.40%Expense ratio$40 · $2 a year on $10k · lower is better0.02%

0.12%Trailing 12-mo yield$12 · $105 a year on $10k1.05%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

0–3SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VDIG vs SPYM: Top 5 Holdings

Today

VDIG

27.4%in top 5

SPYM

in top 527.8%

VDIGStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

6.7%MAnot top 5

6.5%MSFT6.3%

5.4%AVGOnot top 5

4.7%LLYnot top 5

4.1%JPMnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common26.3%

End-of-day Nov 6, 2026 · share of each fund

VDIG vs SPYM Returns, Every Period

VanguardVDIG

[…]

past year

SPYMSPDR

+9.8%

past year

VDIGSPYMFaded: behind in that period

0–1SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: VDIG vs SPYM

YTD

VanguardVDIG

+5.5%

SPYMSPDR

+8.8%

+5.5%Year to date+8.8%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.1%Yield1.1%

$31.6MAssets$182B

2–0SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VDIG, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VDIG0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VDIG, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

VDIG0.12%$12

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

VDIG$12 − $40 = −$28

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VDIG, SPYM

Today

26.3%most shared, VDIG and SPYM

VDIGSPYM

VDIG—26.3%

SPYM26.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

VDIGWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMVDIG

+8.8%Year to date+5.5%

1.1%Yield0.1%

+9.8%Past year[…]

0.02%Fee0.40%

3–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026