SPYV vs VOT
Comparison between SPDR(R) PORTFOLIO S&P 500 VALUE ETF (SPYV, ETF) and VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES (VOT, ETF).
5-Year PerformanceSPYV has outperformed VOT, delivering a return of +10.5% compared to +6.2%
SPYV vs VOT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPYV
$32B
VOT
$29B
Expense Ratio
Winner
SPYV
0.04%
VOT
0.05%
Max Drawdown
SPYV
60.42%
Winner
VOT
60.26%
Sharpe Ratio
Winner
SPYV
1.74
VOT
0.70
5Y Beta
Winner
SPYV
0.70
VOT
1.06
P/E Ratio
Winner
SPYV
24.93
VOT
42.87
Forward P/E
Winner
SPYV
19.63
VOT
27.28
PEG Ratio
SPYV
N/A
VOT
0.88
5Y Dividends CAGR
SPYV
2.68%
Winner
VOT
16.18%
5Y EPS CAGR
SPYV
13.35%
Winner
VOT
18.62%
Debt to Equity
SPYV
71.60%
Winner
VOT
-14.29%
P/S Ratio
Winner
SPYV
1.98
VOT
4.99
P/B Ratio
Winner
SPYV
3.49
VOT
7.27
SPYV vs VOT - Holdings Comparison
SPYV and VOT have 75 common holdings. Overlap is 7.18%
SPYV's top 25 holdings weight is 35.12%. VOT's top 25 holdings weight is 39.62%.
| Rank | SPYV | VOT |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.05% | VERTIV HOLDINGS CO CLASS A (VRT) - 2.50% |
| #2 | AMAZON.COM INC (AMZN) - 4.29% | HOWMET AEROSPACE INC (HWM) - 2.41% |
| #3 | EXXON MOBIL CORP (XOM) - 2.30% | CONSTELLATION ENERGY CORP (CEG) - 2.24% |
| #4 | WALMART INC (WMT) - 1.99% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.22% |
| #5 | COSTCO WHOLESALE CORP (COST) - 1.58% | QUANTA SERVICES INC (PWR) - 2.14% |
| #6 | INTEL CORP (INTC) - 1.58% | MOTOROLA SOLUTIONS INC (MSI) - 1.87% |
| #7 | TESLA INC (TSLA) - 1.42% | ROSS STORES INC (ROST) - 1.82% |
| #8 | CHEVRON CORP (CVX) - 1.28% | ROYAL CARIBBEAN GROUP (RCL) - 1.74% |
| #9 | BANK OF AMERICA CORP (BAC) - 1.25% | TRANSDIGM GROUP INC (TDG) - 1.70% |
| #10 | PROCTER & GAMBLE CO (PG) - 1.21% | CLOUDFLARE INC (NET) - 1.62% |
| #11 | UNITEDHEALTH GROUP INC (UNH) - 1.19% | REALTY INCOME CORP (O) - 1.49% |
| #12 | THE HOME DEPOT INC (HD) - 1.14% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.43% |
| #13 | MERCK & CO INC (MRK) - 0.98% | TARGA RESOURCES CORP (TRGP) - 1.40% |
| #14 | JPMORGAN CHASE & CO (JPM) - 0.95% | FASTENAL CO (FAST) - 1.39% |
| #15 | VISA INC CLASS A (V) - 0.90% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.36% |
| #16 | WELLS FARGO & CO (WFC) - 0.90% | VISTRA CORP (VST) - 1.33% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 0.87% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.32% |
| #18 | LINDE PLC (LIN) - 0.84% | AMETEK INC (AME) - 1.28% |
| #19 | JOHNSON & JOHNSON (JNJ) - 0.80% | W.W. GRAINGER INC (GWW) - 1.28% |
| #20 | CITIGROUP INC (C) - 0.79% | TERADYNE INC (TER) - 1.21% |
| #21 | SOUTHERN CO (SO) - 0.37% | EDWARDS LIFESCIENCES CORP (EW) - 1.21% |
| #22 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.36% | WESTERN DIGITAL CORP (WDC) - 1.19% |
| #23 | MCKESSON CORP (MCK) - 0.36% | ZOETIS INC CLASS A (ZTS) - 1.17% |
| #24 | MEDTRONIC PLC (MDT) - 0.36% | IDEXX LABORATORIES INC (IDXX) - 1.16% |
| #25 | ADOBE INC (ADBE) - 0.36% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.14% |
| Total Holdings | 400 | 133 |
SPYV vs VOT - Historical Returns
Returns include dividend reinvestment.
1M
SPYV
+3.75%
Winner
VOT
+6.50%
3M
SPYV
+1.66%
Winner
VOT
+4.88%
6M
Winner
SPYV
+8.86%
VOT
+1.52%
1Y
Winner
SPYV
+23.16%
VOT
+13.33%
5Y(CAGR)
Winner
SPYV
+10.50%
VOT
+6.24%
10Y(CAGR)
Winner
SPYV
+12.01%
VOT
+11.96%
Max(CAGR)
SPYV
+7.76%
Winner
VOT
+9.93%
SPYV vs VOT - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SPYV | VOT |
|---|---|---|
| 2026 | +5.90% | +2.84% |
| 2025 | +13.74% | +10.27% |
| 2024 | +11.51% | +18.14% |
| 2023 | +21.57% | +24.20% |
| 2022 | -5.69% | -27.94% |
| 2021 | +26.65% | +22.29% |
| 2020 | +1.09% | +33.42% |
| 2019 | +31.17% | +34.62% |
| 2018 | -9.54% | -6.28% |
| 2017 | +14.24% | +20.88% |
| 2016 | +18.50% | +8.44% |
| 2015 | -3.01% | -1.05% |
| 2014 | +12.83% | +14.57% |
| 2013 | +28.40% | +29.27% |
| 2012 | +14.94% | +14.42% |
| 2011 | -1.95% | -5.01% |
| 2010 | +13.67% | +26.71% |
| 2009 | +14.71% | +37.80% |
| 2008 | -35.49% | -46.71% |
| 2007 | +1.64% | +17.69% |
| 2006 | +20.05% | +9.44% |
| 2005 | +6.00% | N/A |
| 2004 | +13.25% | N/A |
| 2003 | +21.98% | N/A |
| 2002 | -17.45% | N/A |
| 2001 | -4.78% | N/A |
| 2000 | +3.70% | N/A |
SPYV vs VOT Drawdown Comparison
The maximum drawdown for SPYV was -58.47%, occurring on Mar 6, 2009. Recovery took 1347 trading sessions.
The maximum drawdown for VOT was -60.16%, occurring on Nov 20, 2008. Recovery took 839 trading sessions.
The current SPYV drawdown is -0.23%. The current VOT drawdown is -2.80%.
| Rank | SPYV | VOT |
|---|---|---|
| #1 | -58.47% Oct 9, 2007 - Feb 14, 2013 | -60.16% Oct 10, 2007 - Feb 8, 2011 |
| #2 | -36.86% Feb 12, 2020 - Dec 31, 2020 | -37.19% Nov 16, 2021 - Nov 8, 2024 |
| #3 | -33.68% Dec 28, 2000 - Jan 26, 2004 | -36.23% Feb 19, 2020 - Jul 8, 2020 |
| #4 | -19.15% Jan 26, 2018 - Apr 23, 2019 | -25.98% Jul 7, 2011 - Sep 14, 2012 |
| #5 | -17.91% Apr 20, 2022 - Feb 1, 2023 | -21.84% Aug 29, 2018 - Mar 21, 2019 |
| #6 | -17.54% Nov 29, 2024 - Aug 22, 2025 | -21.83% Apr 23, 2015 - Jan 6, 2017 |
| #7 | -14.71% May 21, 2015 - Jun 6, 2016 | -21.77% Feb 10, 2025 - Jun 24, 2025 |
| #8 | -10.91% Jul 31, 2023 - Dec 1, 2023 | -15.96% Oct 27, 2025 - Mar 30, 2026 |
| #9 | -10.38% Jul 13, 2007 - Oct 9, 2007 | -12.22% Jul 19, 2007 - Oct 5, 2007 |
| #10 | -9.56% Feb 2, 2023 - Jun 13, 2023 | -11.11% Feb 12, 2021 - Jun 21, 2021 |
| #11 | -7.70% May 3, 2019 - Jul 1, 2019 | -10.49% Sep 5, 2014 - Nov 6, 2014 |
| #12 | -7.48% Mar 5, 2004 - Sep 14, 2004 | -9.54% Jan 26, 2018 - Jun 5, 2018 |
| #13 | -7.39% Sep 18, 2014 - Nov 6, 2014 | -8.36% Sep 2, 2020 - Oct 9, 2020 |
| #14 | -7.36% May 5, 2006 - Aug 16, 2006 | -7.96% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.27% Jan 12, 2022 - Apr 20, 2022 | -7.92% May 10, 2011 - Jul 7, 2011 |
Correlation
Correlation between SPYV and VOT is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
SPYV vs VOT dividend yield comparison.
| Year | SPYV | VOT |
|---|---|---|
| 2026 | 0.35% | 0.18% |
| 2025 | 1.77% | 0.64% |
| 2024 | 2.29% | 0.67% |
| 2023 | 1.75% | 0.71% |
| 2022 | 2.22% | 0.78% |
| 2021 | 2.10% | 0.34% |
| 2020 | 2.38% | 0.56% |
| 2019 | 2.25% | 0.78% |
| 2018 | 2.97% | 0.84% |
| 2017 | 2.77% | 0.72% |
| 2016 | 2.39% | 0.81% |
| 2015 | 2.53% | 0.81% |
| 2014 | 2.19% | 0.79% |
| 2013 | 1.96% | 0.61% |
| 2012 | 2.48% | 0.69% |
| 2011 | 2.23% | 0.54% |
| 2010 | 2.43% | 0.52% |
| 2009 | 2.57% | 0.60% |
| 2008 | 4.54% | 0.68% |
| 2007 | 2.71% | 0.24% |
| 2006 | 2.12% | 0.38% |
| 2005 | 2.26% | 0.00% |
| 2004 | 2.27% | 0.00% |
| 2003 | 2.09% | 0.00% |
| 2002 | 2.84% | 0.00% |
| 2001 | 1.78% | 0.00% |
| 2000 | 0.42% | 0.00% |
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