Compare · 2 funds side by side · dividends reinvested

VFVA and SPY

VFVAVanguard×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,618VFVA · best of the two

02 / 04

VFVA and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard U.S. Value Factor ETFUS Stock Styles · Value0.13%1.77%+23.3%+32.3%+21.9%+12.0%−8.6%14.5%$897M1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: VFVA 2018 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard U.S. Value Factor ETF · $897M$17,618

VFVA

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 18.1% in common

VFVAMeasureSPY

+23.3%Year to dateJan 1 → Nov 5+8.3%

+32.3%1 yearTotal return+9.7%

+21.9%3 years · per year$10,000 became $18,128 · $18,174+22.0%

+12.0%5 years · per year$10,000 became $17,618 · $17,099+11.3%

0.13%Expense ratio$13 · $9 a year on $10k · lower is better0.09%

1.77%Trailing 12-mo yield$177 · $103 a year on $10k1.03%

−8.6%Worst dropSmaller is better−8.9%

14.5%VolatilityLower is calmer13.6%

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

5–3VFVA wins

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

More Ways to See the Pairs

VFVA vs SPY: Top 5 Holdings

Today

VFVA

4.0%in top 5

SPY

in top 527.7%

VFVAStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.9%BMYnot top 5

0.8%PFEnot top 5

0.8%EOGnot top 5

0.8%Tnot top 5

0.7%VZnot top 5

Held in common18.1%

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

VFVA vs SPY Returns, Every Period

VanguardVFVA

+12.0%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

VFVASPYFaded: behind in that period

3–1VFVA wins

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

Stocks vs Core: VFVA vs SPY

YTD

VanguardVFVA

+23.3%

SPYSPDR

+8.3%

+23.3%Year to date+8.3%

−8.6%Worst drop · 1Y−8.9%

14.5%Volatility · 1Y13.6%

1.8%Yield1.0%

$897MAssets$805B

3–1VFVA wins

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

Cost, Income and Risk

Fees: VFVA, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

VFVA0.13%$13

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

Yields: VFVA, SPY

1.77%highest, VFVA

FundTrailing yieldYield$10k

VFVA1.77%$177

SPY1.03%$103

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

Income After Fees on $10,000

$164most kept, VFVA

VFVA$177 − $13 = $164

SPY$103 − $9 = $94

KeptFee

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

Overlap: VFVA, SPY

Today

18.1%most shared, VFVA and SPY

VFVASPY

VFVA—18.1%

SPY18.1%—

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

Return vs Bumpiness: 2 ETFs

+32.3%VFVA, at 14.5% volatility

SPYWorst drop−8.9%13.6% vol

VFVAWorst drop−8.6%14.5% vol

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

Paid More vs Made More

YTD

VFVASPY

+23.3%Year to date+8.3%

1.8%Yield1.0%

+32.3%Past year+9.7%

0.13%Fee0.09%

3–1VFVA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026