Compare · 2 funds side by side · dividends reinvested

VYM and SPY

VYMVanguard×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

VYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.3

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%$805B1.8

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: VYM 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$17,742

VYM

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 35.3% in common

VYMMeasureSPY

+17.2%Year to dateJan 1 → Nov 4+13.3%

+21.2%1 yearTotal return+13.4%

+21.6%3 years · per year$10,000 became $17,970 · $19,132+24.1%

+12.2%5 years · per year$10,000 became $17,742 · $18,060+12.6%

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

2.22%Trailing 12-mo yield$222 · $99 a year on $10k0.99%

−6.7%Worst dropSmaller is better−8.9%

10.1%VolatilityLower is calmer12.9%

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

6–2VYM wins

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

More Ways to See the Pairs

VYM vs SPY: Top 5 Holdings

Today

VYM

18.2%in top 5

SPY

in top 527.3%

VYMStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

6.9%AVGOnot top 5

not top 5MSFT5.9%

not top 5AMZN3.8%

3.8%JPMnot top 5

2.8%XOMnot top 5

2.7%JNJnot top 5

not top 5GOOGL2.5%

2.0%ABBVnot top 5

Held in common35.3%

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

VYM vs SPY Returns, Every Period

VanguardVYM

+12.2%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

VYMSPYFaded: behind in that period

2–2Level

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

Income vs Core: VYM vs SPY

YTD

VanguardVYM

+17.2%

SPYSPDR

+13.3%

+17.2%Year to date+13.3%

−6.7%Worst drop · 1Y−8.9%

10.1%Volatility · 1Y12.9%

2.2%Yield1.0%

$78.9BAssets$805B

4–0VYM wins

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

Cost, Income and Risk

Fees: VYM, SPY

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SPY0.09%$9

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

Yields: VYM, SPY

2.22%highest, VYM

FundTrailing yieldYield$10k

VYM2.22%$222

SPY0.99%$99

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

Income After Fees on $10,000

$218most kept, VYM

VYM$222 − $4 = $218

SPY$99 − $9 = $90

KeptFee

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

Overlap: VYM, SPY

Today

35.3%most shared, VYM and SPY

VYMSPY

VYM—35.3%

SPY35.3%—

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

Return vs Bumpiness: 2 ETFs

+21.2%VYM, at 10.1% volatility

VYMWorst drop−6.7%10.1% 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

VYMSPY

+17.2%Year to date+13.3%

2.2%Yield1.0%

+21.2%Past year+13.4%

0.04%Fee0.09%

4–0VYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026