SPY vs VIG

ASPY

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common42.8%SPY and VIG

SPY

VIG

State Street SPDR S&P 500 ETF · $778BVanguard Dividend Appreciation ETF · $109B

+21.7%3 years · per year$18,039 · $16,669+18.6%

+11.3%5 years · per year$17,118 · $16,243+10.2%

0.09%Expense ratio$9 · $4 on $10k · lower wins0.04%

1.03%12-mo yield$103 · $150 on $10k1.50%

−8.9%Worst dropSmaller wins−7.9%

13.6%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · VIG

6.3%MSFT4.9%

7.9%AAPL4.9%

2.2%AVGO4.3%

1.7%LLY4.1%

Held in common42.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPY vs VIG

SPY

SPDR S&P 500

$17,118

VIG

Vanguard Dividend Appreciation

$16,243

MeasureSPYVIG

Fee0.09%0.04%

Cost on $10k a year$9$4

Yield1.03%1.50%

5 years, per year+11.3%+10.2%

3 years, per year+21.7%+18.6%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y13.6%10.8%

4–2measures won
VIG first

42.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: SPY, VIG

Today

42.8%most shared, SPY and VIG

SPYVIG

SPY—42.8%

VIG42.8%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

SPY$103 − $9 = $94

KeptFee

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