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SPYM vs VIG

Comparison between SPDR Portfolio S&P 500 ETF (SPYM, ETF) and VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES (VIG, ETF).

5-Year PerformanceSPYM has outperformed VIG, delivering a return of +13.4% compared to +9.8%

SPYM vs VIG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SPYM
$118B
VIG
$117B
Expense Ratio
Winner
SPYM
0.02%
VIG
0.04%
Max Drawdown
SPYM
55.77%
Winner
VIG
48.20%
Sharpe Ratio
Winner
SPYM
2.08
VIG
1.49
5Y Beta
SPYM
0.97
Winner
VIG
0.74
P/E Ratio
SPYM
N/A
VIG
25.95
Forward P/E
SPYM
N/A
VIG
20.99
5Y Dividends CAGR
SPYM
10.23%
Winner
VIG
13.46%
5Y EPS CAGR
SPYM
N/A
VIG
14.05%
Debt to Equity
SPYM
N/A
VIG
40.54%
P/S Ratio
SPYM
N/A
VIG
2.78
P/B Ratio
SPYM
N/A
VIG
5.18

SPYM vs VIG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPYM
+9.14%
VIG
+2.76%
3M
Winner
SPYM
+6.60%
VIG
-0.32%
6M
Winner
SPYM
+10.59%
VIG
+6.60%
1Y
Winner
SPYM
+32.16%
VIG
+20.27%
5Y(CAGR)
Winner
SPYM
+13.42%
VIG
+9.81%
10Y(CAGR)
Winner
SPYM
+15.61%
VIG
+12.96%
Max(CAGR)
Winner
SPYM
+11.21%
VIG
+10.02%

SPYM vs VIG - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearSPYMVIG
2026+8.27%+3.79%
2025+18.09%+14.71%
2024+25.67%+17.22%
2023+26.80%+14.55%
2022-18.62%-9.52%
2021+30.56%+25.45%
2020+17.52%+14.77%
2019+31.99%+30.46%
2018-5.82%-2.42%
2017+20.95%+21.81%
2016+14.91%+13.49%
2015+1.36%-1.78%
2014+14.49%+11.06%
2013+29.42%+26.20%
2012+13.68%+10.41%
2011+0.35%+5.46%
2010+13.53%+13.31%
2009+24.31%+16.47%
2008-36.07%-25.49%
2007+6.43%+5.32%
2006+14.21%+8.59%
2005+1.93%N/A

SPYM vs VIG Drawdown Comparison

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

The maximum drawdown for VIG was -46.80%, occurring on Mar 9, 2009. Recovery took 846 trading sessions.

The current VIG drawdown is -0.77%.

RankSPYMVIG
#1-54.47%
Oct 10, 2007 - Mar 19, 2012
-46.80%
Oct 9, 2007 - Feb 16, 2011
#2-33.86%
Feb 19, 2020 - Aug 10, 2020
-31.72%
Feb 14, 2020 - Aug 26, 2020
#3-24.49%
Jan 3, 2022 - Dec 13, 2023
-20.40%
Jan 4, 2022 - Dec 11, 2023
#4-19.77%
Sep 20, 2018 - Apr 5, 2019
-17.27%
Sep 21, 2018 - Apr 5, 2019
#5-18.72%
Feb 19, 2025 - Jun 26, 2025
-16.95%
Jul 7, 2011 - Feb 3, 2012
#6-14.24%
Jul 20, 2015 - Jun 6, 2016
-14.95%
Feb 19, 2025 - Jun 30, 2025
#7-9.93%
Jan 26, 2018 - Jul 25, 2018
-12.14%
Mar 2, 2015 - Mar 29, 2016
#8-9.91%
Apr 2, 2012 - Aug 17, 2012
-9.77%
Jan 26, 2018 - Aug 17, 2018
#9-9.43%
Sep 2, 2020 - Nov 11, 2020
-7.90%
Feb 9, 2026 - May 5, 2026
#10-8.93%
Jul 17, 2007 - Oct 5, 2007
-7.90%
Jul 19, 2007 - Oct 1, 2007
#11-8.90%
Jan 27, 2026 - Apr 14, 2026
-7.60%
Apr 2, 2012 - Aug 7, 2012
#12-8.43%
Jul 16, 2024 - Sep 19, 2024
-7.20%
Dec 31, 2013 - Mar 4, 2014
#13-7.70%
Sep 19, 2014 - Nov 5, 2014
-6.53%
Oct 12, 2020 - Nov 9, 2020
#14-7.67%
May 5, 2006 - Sep 15, 2006
-6.26%
Sep 2, 2020 - Oct 9, 2020
#15-7.34%
Sep 14, 2012 - Jan 2, 2013
-5.99%
Apr 29, 2011 - Jul 7, 2011

Correlation

Correlation between SPYM and VIG is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2005 - 2026)

SPYM vs VIG dividend yield comparison.

YearSPYMVIG
20260.22%0.37%
20251.13%1.62%
20241.28%1.73%
20231.44%1.88%
20221.69%1.96%
20211.25%1.55%
20201.54%1.63%
20191.79%1.71%
20182.23%2.08%
20171.75%1.88%
20161.97%2.14%
20151.98%2.34%
20141.79%1.95%
20131.71%1.84%
20122.08%2.37%
20111.87%2.14%
20101.31%1.99%
20091.69%2.09%
20082.96%2.56%
20071.88%1.56%
20061.80%0.98%
20050.05%0.00%

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