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 +13.3% compared to +11.0%
SPYM vs VIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPYM
$148B
VIG
$128B
Expense Ratio
Winner
SPYM
0.02%
VIG
0.04%
Max Drawdown
SPYM
55.77%
Winner
VIG
48.20%
Sharpe Ratio
Winner
SPYM
1.55
VIG
1.46
5Y Beta
SPYM
0.97
Winner
VIG
0.73
P/E Ratio
SPYM
N/A
VIG
27.10
Forward P/E
SPYM
N/A
VIG
21.20
5Y Dividends CAGR
SPYM
10.82%
Winner
VIG
13.46%
5Y EPS CAGR
SPYM
N/A
VIG
14.09%
Debt to Equity
SPYM
N/A
VIG
82.14%
P/S Ratio
SPYM
N/A
VIG
2.81
P/B Ratio
SPYM
N/A
VIG
5.43
SPYM vs VIG - Historical Returns
Returns include dividend reinvestment.
1M
SPYM
-1.33%
Winner
VIG
+0.48%
3M
Winner
SPYM
+12.26%
VIG
+9.40%
6M
Winner
SPYM
+7.24%
VIG
+6.28%
1Y
Winner
SPYM
+23.72%
VIG
+18.42%
5Y(CAGR)
Winner
SPYM
+13.26%
VIG
+10.96%
10Y(CAGR)
Winner
SPYM
+16.09%
VIG
+13.01%
Max(CAGR)
Winner
SPYM
+14.82%
VIG
+10.10%
SPYM vs VIG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPYM | VIG |
|---|---|---|
| 2026 | +7.98% | +6.59% |
| 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 | +25.98% | +21.81% |
| 2016 | +22.20% | +13.49% |
| 2015 | +7.47% | -1.78% |
| 2014 | +20.97% | +11.06% |
| 2013 | +36.86% | +26.20% |
| 2012 | +20.92% | +10.41% |
| 2011 | +6.14% | +5.46% |
| 2010 | +18.40% | +13.31% |
| 2009 | +32.04% | +16.47% |
| 2008 | -31.54% | -25.49% |
| 2007 | +12.50% | +5.32% |
| 2006 | +21.01% | +8.59% |
| 2005 | +2.08% | N/A |
SPYM vs VIG Drawdown Comparison
The maximum drawdown for SPYM was -50.38%, occurring on Mar 9, 2009. Recovery took 774 trading sessions.
The maximum drawdown for VIG was -46.80%, occurring on Mar 9, 2009. Recovery took 846 trading sessions.
The current SPYM drawdown is -3.15%. The current VIG drawdown is -1.13%.
| Rank | SPYM | VIG |
|---|---|---|
| #1 | -50.38% Oct 10, 2007 - Nov 4, 2010 | -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 | -18.78% Jul 7, 2011 - Jan 18, 2012 | -16.95% Jul 7, 2011 - Feb 3, 2012 |
| #6 | -18.72% Feb 19, 2025 - Jun 26, 2025 | -14.95% Feb 19, 2025 - Jun 30, 2025 |
| #7 | -12.05% Nov 3, 2015 - Mar 18, 2016 | -12.14% Mar 2, 2015 - Mar 29, 2016 |
| #8 | -11.41% Jul 20, 2015 - Nov 2, 2015 | -9.77% Jan 26, 2018 - Aug 17, 2018 |
| #9 | -9.93% Jan 26, 2018 - Jul 25, 2018 | -7.90% Feb 9, 2026 - May 5, 2026 |
| #10 | -9.91% Apr 2, 2012 - Aug 8, 2012 | -7.90% Jul 19, 2007 - Oct 1, 2007 |
| #11 | -9.43% Sep 2, 2020 - Nov 11, 2020 | -7.60% Apr 2, 2012 - Aug 7, 2012 |
| #12 | -8.93% Jul 17, 2007 - Oct 3, 2007 | -7.20% Dec 31, 2013 - Mar 4, 2014 |
| #13 | -8.90% Jan 27, 2026 - Apr 14, 2026 | -6.53% Oct 12, 2020 - Nov 9, 2020 |
| #14 | -8.43% Jul 16, 2024 - Sep 19, 2024 | -6.26% Sep 2, 2020 - Oct 9, 2020 |
| #15 | -7.70% Sep 19, 2014 - Nov 5, 2014 | -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.
| Year | SPYM | VIG |
|---|---|---|
| 2026 | 0.50% | 0.36% |
| 2025 | 1.13% | 1.62% |
| 2024 | 1.28% | 1.73% |
| 2023 | 1.44% | 1.88% |
| 2022 | 1.69% | 1.96% |
| 2021 | 1.25% | 1.55% |
| 2020 | 1.54% | 1.63% |
| 2019 | 1.79% | 1.71% |
| 2018 | 2.23% | 2.08% |
| 2017 | 5.51% | 1.88% |
| 2016 | 7.89% | 2.14% |
| 2015 | 7.93% | 2.34% |
| 2014 | 7.17% | 1.95% |
| 2013 | 6.85% | 1.84% |
| 2012 | 8.30% | 2.37% |
| 2011 | 7.48% | 2.14% |
| 2010 | 5.26% | 1.99% |
| 2009 | 6.76% | 2.09% |
| 2008 | 11.85% | 2.56% |
| 2007 | 7.52% | 1.56% |
| 2006 | 7.20% | 0.98% |
| 2005 | 0.19% | 0.00% |
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