Compare · 3 funds side by side · dividends reinvested

VIG, SPY and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,493SPY · best of the three

02 / 04

VIG, SPY and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · SPY 1993 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 42.6% in common

VIGMeasureSPY

+14.8%Year to dateJan 1 → Nov 9+11.2%

+17.6%1 yearTotal return+13.5%

+18.8%3 years · per year$10,000 became $16,775 · $18,118+21.9%

+10.7%5 years · per year$10,000 became $16,638 · $17,493+11.8%

0.04%Expense ratio$4 · $9 a year on $10k · lower is better0.09%

1.46%Trailing 12-mo yield$146 · $101 a year on $10k1.01%

−7.9%Worst dropSmaller is better−8.9%

11.0%VolatilityLower is calmer13.7%

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

6–2VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs SPY: Top 5 Holdings

Today

VIG

22.1%in top 5

SPY

in top 527.8%

VIGStockSPY

4.9%AAPL7.9%

not top 5NVDA7.1%

4.9%MSFT6.2%

4.3%AVGOnot top 5

4.1%LLYnot top 5

not top 5AMZN4.0%

3.9%JPMnot top 5

not top 5GOOGL2.6%

Held in common42.6%

End-of-day Nov 9, 2026 · share of each fund

VIG vs SPY Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

VIGSPYFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VIG vs DGRO

YTD

VanguardVIG

+14.8%

DGROiShares

+18.8%

+14.8%Year to date+18.8%

−7.9%Worst drop · 1Y−6.5%

11.0%Volatility · 1Y10.3%

1.5%Yield1.8%

$109BAssets$44.7B

4–0DGRO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, SPY, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

SPY0.09%$9

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VIG, SPY, DGRO

1.84%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.84%$184

VIG1.46%$146

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$176most kept, DGRO

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VIG, SPY, DGRO

Today

68.2%most shared, VIG and DGRO

VIGSPYDGRO

VIG—42.6%68.2%

SPY42.6%—43.8%

DGRO68.2%43.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

VIGWorst drop−7.9%11.0% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DGROVIG

+18.8%Year to date+14.8%

1.8%Yield1.5%

+22.9%Past year+17.6%

0.08%Fee0.04%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026