Compare · 3 funds side by side · dividends reinvested

VIG, SPY and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

VIG, SPY and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.6

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.8

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%$819B2.6

Rank among the three1st → 3rdFee, 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: VIG 2006 · SPY 1993 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,331

VIG

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

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

VIGMeasureSPY

+12.5%Year to dateJan 1 → Nov 5+8.3%

+15.2%1 yearTotal return+9.7%

+18.9%3 years · per year$10,000 became $16,814 · $18,174+22.0%

+10.3%5 years · per year$10,000 became $16,331 · $17,099+11.3%

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

1.49%Trailing 12-mo yield$149 · $103 a year on $10k1.03%

−7.9%Worst dropSmaller is better−8.9%

10.8%VolatilityLower is calmer13.6%

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

6–2VIG wins

End-of-day Nov 5, 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 527.7%

VIGStockSPY

4.9%AAPL7.7%

not top 5NVDA7.3%

4.9%MSFT6.2%

4.3%AVGOnot top 5

4.1%LLYnot top 5

not top 5AMZN3.9%

3.9%JPMnot top 5

not top 5GOOGL2.6%

Held in common42.6%

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

VIG vs SPY Returns, Every Period

VanguardVIG

+10.3%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

VIGSPYFaded: behind in that period

2–2Level

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

Income vs Core: VIG vs SPYM

YTD

VanguardVIG

+12.5%

SPYMSPDR

+8.4%

+12.5%Year to date+8.4%

−7.9%Worst drop · 1Y−8.9%

10.8%Volatility · 1Y13.6%

1.5%Yield1.1%

$109BAssets$182B

4–0VIG wins

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

Cost, Income and Risk

Fees: VIG, SPY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VIG0.04%$4

SPY0.09%$9

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

Yields: VIG, SPY, SPYM

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: VIG, SPY, SPYM

Today

99.9%most shared, SPY and SPYM

VIGSPYSPYM

VIG—42.6%42.6%

SPY42.6%—99.9%

SPYM42.6%99.9%—

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

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

VIGSPYM

+12.5%Year to date+8.4%

1.5%Yield1.1%

+15.2%Past year+9.8%

0.04%Fee0.02%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026