SDY vs VOOG
Comparison between SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF) and VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES (VOOG, ETF).
5-Year PerformanceVOOG has outperformed SDY, delivering a return of +15.2% compared to +5.9%
SDY vs VOOG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDY
$21B
Winner
VOOG
$21B
Expense Ratio
SDY
0.35%
Winner
VOOG
0.07%
Max Drawdown
SDY
58.57%
Winner
VOOG
33.14%
Sharpe Ratio
SDY
1.05
Winner
VOOG
2.00
5Y Beta
Winner
SDY
0.48
VOOG
1.21
P/E Ratio
Winner
SDY
21.14
VOOG
32.01
Forward P/E
Winner
SDY
17.23
VOOG
25.94
PEG Ratio
SDY
0.92
Winner
VOOG
0.61
5Y Dividends CAGR
SDY
7.36%
Winner
VOOG
11.71%
5Y EPS CAGR
SDY
8.33%
Winner
VOOG
34.08%
Debt to Equity
SDY
35.03%
Winner
VOOG
30.90%
P/S Ratio
Winner
SDY
1.86
VOOG
6.42
P/B Ratio
Winner
SDY
3.01
VOOG
8.94
SDY vs VOOG - Holdings Comparison
SDY and VOOG have 33 common holdings. Overlap is 5.59%
SDY's top 25 holdings weight is 39.30%. VOOG's top 25 holdings weight is 73.29%.
| Rank | SDY | VOOG |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 3.31% | NVIDIA CORP (NVDA) - 13.53% |
| #2 | REALTY INCOME CORP (O) - 2.50% | APPLE INC (AAPL) - 5.96% |
| #3 | TARGET CORP (TGT) - 2.22% | MICROSOFT CORP (MSFT) - 5.96% |
| #4 | CHEVRON CORP (CVX) - 2.12% | BROADCOM INC (AVGO) - 5.94% |
| #5 | PEPSICO INC (PEP) - 1.77% | ALPHABET INC CLASS A (GOOGL) - 5.83% |
| #6 | WEC ENERGY GROUP INC (WEC) - 1.62% | ALPHABET INC CLASS C (GOOG) - 4.68% |
| #7 | EXXON MOBIL CORP (XOM) - 1.61% | META PLATFORMS INC CLASS A (META) - 4.40% |
| #8 | KENVUE INC (KVUE) - 1.57% | AMAZON.COM INC (AMZN) - 4.11% |
| #9 | CONSOLIDATED EDISON INC (ED) - 1.55% | TESLA INC (TSLA) - 3.78% |
| #10 | TEXAS INSTRUMENTS INC (TXN) - 1.55% | ELI LILLY AND CO (LLY) - 2.68% |
| #11 | SOUTHERN CO (SO) - 1.54% | VISA INC CLASS A (V) - 1.78% |
| #12 | KIMBERLY-CLARK CORP (KMB) - 1.54% | JPMORGAN CHASE & CO (JPM) - 1.54% |
| #13 | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.38% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.45% |
| #14 | XCEL ENERGY INC (XEL) - 1.36% | NETFLIX INC (NFLX) - 1.43% |
| #15 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.33% | MASTERCARD INC CLASS A (MA) - 1.42% |
| #16 | EDISON INTERNATIONAL (EIX) - 1.31% | COSTCO WHOLESALE CORP (COST) - 1.27% |
| #17 | NEXTERA ENERGY INC (NEE) - 1.30% | n/a (PLTR) - 1.20% |
| #18 | COCA-COLA CO (KO) - 1.30% | ORACLE CORP (ORCL) - 1.05% |
| #19 | LOCKHEED MARTIN CORP (LMT) - 1.25% | WALMART INC (WMT) - 1.02% |
| #20 | ABBVIE INC (ABBV) - 1.24% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% |
| #21 | PROCTER & GAMBLE CO (PG) - 1.23% | CATERPILLAR INC (CAT) - 0.84% |
| #22 | SYSCO CORP (SYY) - 1.19% | SALESFORCE INC (CRM) - 0.69% |
| #23 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.18% | INTUITIVE SURGICAL INC (ISRG) - 0.64% |
| #24 | JOHNSON & JOHNSON (JNJ) - 1.17% | AMERICAN EXPRESS CO (AXP) - 0.62% |
| #25 | EVERSOURCE ENERGY (ES) - 1.16% | UBER TECHNOLOGIES INC (UBER) - 0.57% |
| Total Holdings | 158 | 220 |
SDY vs VOOG - Historical Returns
Returns include dividend reinvestment.
1M
SDY
-0.14%
Winner
VOOG
+14.01%
3M
SDY
-2.68%
Winner
VOOG
+10.98%
6M
SDY
+9.30%
Winner
VOOG
+12.04%
1Y
SDY
+14.99%
Winner
VOOG
+40.42%
5Y(CAGR)
SDY
+5.88%
Winner
VOOG
+15.25%
10Y(CAGR)
SDY
+9.42%
Winner
VOOG
+18.03%
Max(CAGR)
SDY
+8.87%
Winner
VOOG
+16.96%
SDY vs VOOG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SDY | VOOG |
|---|---|---|
| 2026 | +6.33% | +10.26% |
| 2025 | +8.85% | +22.07% |
| 2024 | +8.00% | +38.05% |
| 2023 | +2.35% | +31.59% |
| 2022 | -0.44% | -30.01% |
| 2021 | +27.12% | +33.81% |
| 2020 | +2.06% | +31.48% |
| 2019 | +24.12% | +31.11% |
| 2018 | -2.82% | -1.19% |
| 2017 | +15.46% | +26.26% |
| 2016 | +21.95% | +8.82% |
| 2015 | -0.69% | +5.46% |
| 2014 | +15.05% | +15.66% |
| 2013 | +27.23% | +29.59% |
| 2012 | +10.85% | +12.99% |
| 2011 | +6.44% | +3.57% |
| 2010 | +14.94% | +15.80% |
| 2009 | +16.62% | N/A |
| 2008 | -21.76% | N/A |
| 2007 | -7.06% | N/A |
| 2006 | +16.23% | N/A |
| 2005 | +1.10% | N/A |
SDY vs VOOG Drawdown Comparison
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The maximum drawdown for VOOG was -32.74%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.
The current SDY drawdown is -4.50%.
| Rank | SDY | VOOG |
|---|---|---|
| #1 | -54.78% Jun 1, 2007 - Apr 28, 2011 | -32.74% Dec 27, 2021 - Mar 1, 2024 |
| #2 | -36.66% Feb 14, 2020 - Nov 24, 2020 | -31.42% Feb 19, 2020 - Jun 10, 2020 |
| #3 | -16.06% Jul 7, 2011 - Dec 27, 2011 | -22.18% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -15.21% Aug 16, 2022 - Dec 2, 2022 | -20.78% Oct 1, 2018 - Apr 23, 2019 |
| #5 | -15.02% Feb 2, 2023 - Mar 12, 2024 | -16.17% Jul 7, 2011 - Feb 3, 2012 |
| #6 | -14.40% Nov 29, 2024 - Aug 13, 2025 | -13.71% Oct 29, 2025 - Apr 15, 2026 |
| #7 | -14.22% Sep 21, 2018 - Feb 19, 2019 | -13.25% Nov 3, 2015 - Jul 8, 2016 |
| #8 | -13.20% Apr 20, 2022 - Aug 15, 2022 | -12.86% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -10.85% Dec 29, 2014 - Nov 2, 2015 | -11.79% Jul 20, 2015 - Oct 29, 2015 |
| #10 | -9.42% Jan 26, 2018 - Aug 6, 2018 | -11.09% Sep 2, 2020 - Dec 4, 2020 |
| #11 | -9.33% Nov 3, 2015 - Mar 1, 2016 | -9.99% Jan 26, 2018 - Jun 5, 2018 |
| #12 | -7.67% Feb 27, 2026 - Mar 20, 2026 | -8.64% Feb 12, 2021 - Apr 5, 2021 |
| #13 | -6.96% Jan 7, 2022 - Mar 29, 2022 | -8.51% Apr 2, 2012 - Aug 6, 2012 |
| #14 | -6.93% May 21, 2013 - Jul 18, 2013 | -7.90% Sep 21, 2012 - Jan 22, 2013 |
| #15 | -6.87% May 10, 2021 - Nov 3, 2021 | -7.40% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SDY and VOOG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
SDY vs VOOG dividend yield comparison.
| Year | SDY | VOOG |
|---|---|---|
| 2026 | 0.59% | 0.12% |
| 2025 | 2.61% | 0.49% |
| 2024 | 2.56% | 0.49% |
| 2023 | 2.64% | 1.12% |
| 2022 | 2.55% | 0.93% |
| 2021 | 2.63% | 0.53% |
| 2020 | 2.85% | 0.88% |
| 2019 | 2.45% | 1.26% |
| 2018 | 2.73% | 1.34% |
| 2017 | 4.69% | 1.32% |
| 2016 | 3.30% | 1.47% |
| 2015 | 6.20% | 1.56% |
| 2014 | 4.74% | 1.28% |
| 2013 | 3.95% | 1.46% |
| 2012 | 3.28% | 1.75% |
| 2011 | 3.23% | 1.60% |
| 2010 | 3.35% | 0.36% |
| 2009 | 3.75% | 0.00% |
| 2008 | 5.44% | 0.00% |
| 2007 | 5.03% | 0.00% |
| 2006 | 2.86% | 0.00% |
| 2005 | 0.57% | 0.00% |
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