Compare · 2 funds side by side · dividends reinvested

VUSV and SPY

VUSVVanguard×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

VUSV 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%$819B1.1

Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Value Active ETFIncome · Dividend stocks0.30%0.17%+14.7%[…][…][…][…][…]$93M1.7

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: VUSV 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Value Active ETF · $93M[…]

VUSV

SPY

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

$10,000 five years ago, dividends reinvested · they hold 23.2% in common

VUSVMeasureSPY

+14.7%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%

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

0.17%Trailing 12-mo yield$17 · $103 a year on $10k1.03%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

1–2SPY wins

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

More Ways to See the Pairs

VUSV vs SPY: Top 5 Holdings

Today

VUSV

19.6%in top 5

SPY

in top 527.8%

VUSVStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

6.8%MSFT6.3%

5.8%AMZN4.0%

2.7%MRKnot top 5

not top 5GOOGL2.6%

2.2%CBnot top 5

2.0%MSnot top 5

Held in common23.2%

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

VUSV vs SPY Returns, Every Period

VanguardVUSV

[…]

past year

SPYSPDR

+9.7%

past year

VUSVSPYFaded: behind in that period

1–0VUSV wins

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

Income vs Core: VUSV vs SPY

YTD

VanguardVUSV

+14.7%

SPYSPDR

+8.7%

+14.7%Year to date+8.7%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.2%Yield1.0%

$92.6MAssets$819B

1–1level

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

Cost, Income and Risk

Fees: VUSV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

VUSV0.30%$30

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

Yields: VUSV, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

VUSV0.17%$17

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

VUSV$17 − $30 = −$13

KeptFee

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

Overlap: VUSV, SPY

Today

23.2%most shared, VUSV and SPY

VUSVSPY

VUSV—23.2%

SPY23.2%—

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

VUSVWorst drop[…][…]

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

Paid More vs Made More

YTD

SPYVUSV

+8.7%Year to date+14.7%

1.0%Yield0.2%

+9.7%Past year[…]

0.09%Fee0.30%

2–1SPY 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