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SPYM vs VGT

Comparison between SPDR Portfolio S&P 500 ETF (SPYM, ETF) and VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES (VGT, ETF).

5-Year PerformanceVGT has outperformed SPYM, delivering a return of +20.1% compared to +13.4%

SPYM vs VGT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPYM
$118B
Winner
VGT
$121B
Expense Ratio
Winner
SPYM
0.02%
VGT
0.09%
Max Drawdown
SPYM
55.77%
Winner
VGT
54.76%
Sharpe Ratio
SPYM
2.08
Winner
VGT
2.20
5Y Beta
Winner
SPYM
0.97
VGT
1.43
P/E Ratio
SPYM
N/A
VGT
38.70
Forward P/E
SPYM
N/A
VGT
22.00
5Y Dividends CAGR
SPYM
10.23%
Winner
VGT
12.85%
5Y EPS CAGR
SPYM
N/A
VGT
36.52%
Debt to Equity
SPYM
N/A
VGT
46.99%
P/S Ratio
SPYM
N/A
VGT
5.81
P/B Ratio
SPYM
N/A
VGT
8.31

SPYM vs VGT - Historical Returns

Returns include dividend reinvestment.

1M
SPYM
+9.14%
Winner
VGT
+21.70%
3M
SPYM
+6.60%
Winner
VGT
+19.83%
6M
SPYM
+10.59%
Winner
VGT
+18.39%
1Y
SPYM
+32.16%
Winner
VGT
+58.16%
5Y(CAGR)
SPYM
+13.42%
Winner
VGT
+20.07%
10Y(CAGR)
SPYM
+15.61%
Winner
VGT
+25.18%
Max(CAGR)
SPYM
+11.21%
Winner
VGT
+14.93%

SPYM vs VGT - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearSPYMVGT
2026+8.27%+19.11%
2025+18.09%+21.87%
2024+25.67%+32.80%
2023+26.80%+54.13%
2022-18.62%-30.28%
2021+30.56%+32.66%
2020+17.52%+43.37%
2019+31.99%+48.52%
2018-5.82%+1.07%
2017+20.95%+36.00%
2016+14.91%+15.56%
2015+1.36%+5.28%
2014+14.49%+19.21%
2013+29.42%+27.04%
2012+13.68%+12.38%
2011+0.35%-0.57%
2010+13.53%+10.90%
2009+24.31%+55.63%
2008-36.07%-41.73%
2007+6.43%+14.56%
2006+14.21%+6.97%
2005+1.93%+4.10%
2004N/A-2.87%

SPYM vs VGT Drawdown Comparison

The maximum drawdown for SPYM was -54.47%, occurring on Mar 9, 2009. Recovery took 1118 trading sessions.

The maximum drawdown for VGT was -54.63%, occurring on Nov 20, 2008. Recovery took 802 trading sessions.

RankSPYMVGT
#1-54.47%
Oct 10, 2007 - Mar 19, 2012
-54.63%
Oct 31, 2007 - Jan 6, 2011
#2-33.86%
Feb 19, 2020 - Aug 10, 2020
-35.08%
Dec 27, 2021 - Nov 20, 2023
#3-24.49%
Jan 3, 2022 - Dec 13, 2023
-31.86%
Feb 19, 2020 - Jun 9, 2020
#4-19.77%
Sep 20, 2018 - Apr 5, 2019
-27.23%
Dec 16, 2024 - Jun 24, 2025
#5-18.72%
Feb 19, 2025 - Jun 26, 2025
-23.67%
Oct 3, 2018 - Mar 21, 2019
#6-14.24%
Jul 20, 2015 - Jun 6, 2016
-21.01%
Feb 2, 2004 - Nov 17, 2005
#7-9.93%
Jan 26, 2018 - Jul 25, 2018
-19.64%
Feb 17, 2011 - Feb 1, 2012
#8-9.91%
Apr 2, 2012 - Aug 17, 2012
-18.06%
Jan 11, 2006 - Nov 10, 2006
#9-9.43%
Sep 2, 2020 - Nov 11, 2020
-16.40%
Oct 29, 2025 - Apr 17, 2026
#10-8.93%
Jul 17, 2007 - Oct 5, 2007
-16.35%
Dec 4, 2015 - Jul 18, 2016
#11-8.90%
Jan 27, 2026 - Apr 14, 2026
-15.23%
Jul 10, 2024 - Oct 14, 2024
#12-8.43%
Jul 16, 2024 - Sep 19, 2024
-14.04%
May 27, 2015 - Oct 23, 2015
#13-7.70%
Sep 19, 2014 - Nov 5, 2014
-13.40%
Apr 2, 2012 - Sep 14, 2012
#14-7.67%
May 5, 2006 - Sep 15, 2006
-13.08%
Sep 14, 2012 - May 6, 2013
#15-7.34%
Sep 14, 2012 - Jan 2, 2013
-12.32%
Sep 2, 2020 - Dec 1, 2020

Correlation

Correlation between SPYM and VGT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2004 - 2026)

SPYM vs VGT dividend yield comparison.

YearSPYMVGT
20260.22%0.08%
20251.13%0.40%
20241.28%0.60%
20231.44%0.65%
20221.69%0.91%
20211.25%0.64%
20201.54%0.82%
20191.79%1.11%
20182.23%1.29%
20171.75%0.99%
20161.97%1.31%
20151.98%1.28%
20141.79%1.12%
20131.71%1.05%
20122.08%1.21%
20111.87%0.79%
20101.31%0.59%
20091.69%0.46%
20082.96%0.96%
20071.88%0.29%
20061.80%0.26%
20050.05%0.19%
20040.00%1.29%

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