Compare · 2 funds side by side · dividends reinvested

VUSG and SPY

VUSGVanguard×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 03

VUSG 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%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.0

Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Growth Active ETFIncome · Dividend stocks0.35%0.02%−1.8%[…][…][…][…][…]$37M2.0

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: VUSG 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Growth Active ETF · $37M[…]

VUSG

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 35.2% in common

VUSGMeasureSPY

−1.8%Year to dateJan 1 → Nov 6+8.7%

[…]1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

0.02%Trailing 12-mo yield$2 · $103 a year on $10k1.03%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

0–3SPY wins

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

More Ways to See the Pairs

VUSG vs SPY: Top 5 Holdings

Today

VUSG

46.7%in top 5

SPY

in top 527.8%

VUSGStockSPY

17.2%NVDA6.9%

12.0%GOOGL2.6%

not top 5AAPL7.9%

7.0%MSFT6.3%

5.3%MUnot top 5

5.1%AVGOnot top 5

not top 5AMZN4.0%

Held in common35.2%

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

VUSG vs SPY Returns, Every Period

VanguardVUSG

[…]

past year

SPYSPDR

+9.7%

past year

VUSGSPYFaded: behind in that period

0–1SPY wins

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

Income vs Core: VUSG vs SPY

YTD

VanguardVUSG

−1.8%

SPYSPDR

+8.7%

−1.8%Year to date+8.7%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.0%Yield1.0%

$36.7MAssets$819B

2–0SPY wins

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

Cost, Income and Risk

Fees: VUSG, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

VUSG0.35%$35

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

Yields: VUSG, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

VUSG0.02%$2

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

VUSG$2 − $35 = −$33

KeptFee

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

Overlap: VUSG, SPY

Today

35.2%most shared, VUSG and SPY

VUSGSPY

VUSG—35.2%

SPY35.2%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

VUSGWorst drop[…][…]

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

Paid More vs Made More

YTD

SPYVUSG

+8.7%Year to date−1.8%

1.0%Yield0.0%

+9.7%Past year[…]

0.09%Fee0.35%

3–0SPY 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