Compare · 2 funds side by side · dividends reinvested

VGMS and SPY

VGMSVanguard×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

VGMS and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFBonds & Cash · Other bonds0.30%5.55%+1.1%+2.4%[…][…]−2.7%3.4%$298M1.5

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: VGMS 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETF · $298M[…]

VGMS

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VGMSMeasureSPY

+1.1%Year to dateJan 1 → Nov 4+13.3%

+2.4%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.30%Expense ratio$30 · $9 a year on $10k · lower is better0.09%

5.55%Trailing 12-mo yield$555 · $99 a year on $10k0.99%

−2.7%Worst dropSmaller is better−8.9%

3.4%VolatilityLower is calmer12.9%

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

3–3Level

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

More Ways to See the Pairs

VGMS vs SPY: Top 5 Holdings

Today

VGMS

0.1%in top 5

SPY

in top 527.3%

VGMSStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.1%SVCnot top 5

Held in common0.0%

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

VGMS vs SPY Returns, Every Period

VanguardVGMS

+2.4%

past year

SPYSPDR

+13.4%

past year

VGMSSPYFaded: behind in that period

0–2SPY wins

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

Bonds vs Core: VGMS vs SPY

YTD

VanguardVGMS

+1.1%

SPYSPDR

+13.3%

+1.1%Year to date+13.3%

−2.7%Worst drop · 1Y−8.9%

3.4%Volatility · 1Y12.9%

5.5%Yield1.0%

$298MAssets$798B

3–1VGMS wins

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

Cost, Income and Risk

Fees: VGMS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

VGMS0.30%$30

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

Yields: VGMS, SPY

5.55%highest, VGMS

FundTrailing yieldYield$10k

VGMS5.55%$555

SPY0.99%$99

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

Income After Fees on $10,000

$525most kept, VGMS

VGMS$555 − $30 = $525

SPY$99 − $9 = $90

KeptFee

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

Overlap: VGMS, SPY

Today

0.0%most shared, VGMS and SPY

VGMSSPY

VGMS—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

VGMSWorst drop−2.7%3.4% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

VGMSSPY

+1.1%Year to date+13.3%

5.5%Yield1.0%

+2.4%Past year+13.4%

0.30%Fee0.09%

3–1SPY 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

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

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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026