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VB vs SPYM

Comparison between VANGUARD SMALL-CAP INDEX FUND ETF SHARES (VB, ETF) and SPDR Portfolio S&P 500 ETF (SPYM, ETF).

5-Year PerformanceSPYM has outperformed VB, delivering a return of +12.8% compared to +7.9%

VB vs SPYM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VB
$183B
SPYM
$162B
Expense Ratio
VB
0.03%
Winner
SPYM
0.02%
Max Drawdown
VB
61.02%
Winner
SPYM
55.77%
Sharpe Ratio
VB
1.23
Winner
SPYM
1.30
5Y Beta
VB
1.03
Winner
SPYM
0.97
P/E Ratio
VB
39.71
SPYM
N/A
Forward P/E
VB
17.58
SPYM
N/A
5Y Dividends CAGR
Winner
VB
11.43%
SPYM
10.82%
5Y EPS CAGR
VB
7.82%
SPYM
N/A
Debt to Equity
VB
102.09%
SPYM
N/A
P/S Ratio
VB
1.60
SPYM
N/A
P/B Ratio
VB
2.71
SPYM
N/A

VB vs SPYM - Historical Returns

Returns include dividend reinvestment.

1M
VB
+2.57%
Winner
SPYM
+3.36%
3M
Winner
VB
+5.09%
SPYM
+2.71%
6M
VB
+9.93%
Winner
SPYM
+11.70%
1Y
Winner
VB
+22.55%
SPYM
+20.23%
5Y(CAGR)
VB
+7.90%
Winner
SPYM
+12.85%
10Y(CAGR)
VB
+11.15%
Winner
SPYM
+15.32%
Max(CAGR)
VB
+9.97%
Winner
SPYM
+11.24%

VB vs SPYM - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearVBSPYM
2026+16.60%+12.39%
2025+8.99%+18.09%
2024+14.94%+25.67%
2023+18.91%+26.80%
2022-18.02%-18.62%
2021+19.49%+30.56%
2020+18.96%+17.52%
2019+27.43%+31.99%
2018-10.04%-5.82%
2017+15.58%+20.95%
2016+20.36%+14.91%
2015-3.44%+1.36%
2014+8.58%+14.49%
2013+33.91%+29.42%
2012+16.63%+13.68%
2011-4.29%+0.35%
2010+25.38%+13.53%
2009+33.60%+24.31%
2008-35.30%-36.07%
2007+1.22%+6.43%
2006+13.88%+14.21%
2005+9.09%+1.93%
2004+15.90%N/A

VB vs SPYM Drawdown Comparison

The maximum drawdown for VB was -59.57%, occurring on Mar 9, 2009. Recovery took 867 trading sessions.

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

The current VB drawdown is -2.07%. The current SPYM drawdown is -1.83%.

RankVBSPYM
#1-59.57%
Jul 13, 2007 - Dec 20, 2010
-54.47%
Oct 10, 2007 - Mar 19, 2012
#2-42.05%
Feb 20, 2020 - Nov 9, 2020
-33.86%
Feb 19, 2020 - Aug 10, 2020
#3-28.30%
Apr 29, 2011 - Sep 6, 2012
-24.49%
Jan 3, 2022 - Dec 13, 2023
#4-28.15%
Nov 8, 2021 - Jul 16, 2024
-19.77%
Sep 20, 2018 - Apr 5, 2019
#5-25.36%
Nov 25, 2024 - Sep 18, 2025
-18.72%
Feb 19, 2025 - Jun 26, 2025
#6-24.54%
Aug 29, 2018 - Nov 26, 2019
-14.24%
Jul 20, 2015 - Jun 6, 2016
#7-23.35%
Jun 23, 2015 - Aug 23, 2016
-9.93%
Jan 26, 2018 - Jul 25, 2018
#8-13.15%
May 5, 2006 - Nov 14, 2006
-9.91%
Apr 2, 2012 - Aug 17, 2012
#9-12.00%
Apr 2, 2004 - Nov 3, 2004
-9.43%
Sep 2, 2020 - Nov 11, 2020
#10-11.75%
Jul 3, 2014 - Dec 23, 2014
-8.93%
Jul 17, 2007 - Oct 5, 2007
#11-9.48%
Sep 14, 2012 - Jan 2, 2013
-8.90%
Jan 27, 2026 - Apr 14, 2026
#12-9.44%
Jan 26, 2018 - May 21, 2018
-8.43%
Jul 16, 2024 - Sep 19, 2024
#13-9.03%
Mar 7, 2005 - Jun 16, 2005
-7.70%
Sep 19, 2014 - Nov 5, 2014
#14-8.97%
Feb 26, 2026 - Apr 16, 2026
-7.67%
May 5, 2006 - Sep 15, 2006
#15-8.52%
Aug 2, 2005 - Nov 22, 2005
-7.34%
Sep 14, 2012 - Jan 2, 2013

Correlation

Correlation between VB and SPYM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2004 - 2026)

VB vs SPYM dividend yield comparison.

YearVBSPYM
20260.62%0.48%
20251.33%1.13%
20241.30%1.28%
20231.55%1.44%
20221.59%1.69%
20211.24%1.25%
20201.14%1.54%
20191.39%1.79%
20181.67%2.23%
20171.35%1.75%
20161.50%1.97%
20151.48%1.98%
20141.43%1.79%
20131.31%1.71%
20121.86%2.08%
20111.36%1.87%
20101.16%1.31%
20091.15%1.69%
20082.22%2.96%
20071.40%1.88%
20061.23%1.80%
20051.15%0.05%
20041.11%0.00%

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