VBK vs DIA
Comparison between VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES (VBK, ETF) and SPDR Dow Jones Industrial Average ETF (DIA, ETF).
5-Year PerformanceDIA has outperformed VBK, delivering a return of +9.8% compared to +6.1%
VBK vs DIA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VBK
$43B
DIA
$43B
Expense Ratio
Winner
VBK
0.05%
DIA
0.16%
Max Drawdown
VBK
59.36%
Winner
DIA
53.78%
Sharpe Ratio
Winner
VBK
1.25
DIA
1.19
5Y Beta
VBK
1.18
Winner
DIA
0.80
P/E Ratio
VBK
62.99
Winner
DIA
23.78
Forward P/E
VBK
22.32
Winner
DIA
20.35
PEG Ratio
VBK
N/A
DIA
0.77
5Y Dividends CAGR
Winner
VBK
12.10%
DIA
4.94%
5Y EPS CAGR
Winner
VBK
18.44%
DIA
13.59%
Debt to Equity
VBK
31.91%
Winner
DIA
8.63%
P/S Ratio
VBK
3.16
Winner
DIA
3.14
P/B Ratio
Winner
VBK
4.79
DIA
5.51
VBK vs DIA - Holdings Comparison
VBK and DIA have 1 common holdings. Overlap is -0.06%
VBK's top 25 holdings weight is 18.94%. DIA's top 25 holdings weight is 95.37%.
| Rank | VBK | DIA |
|---|---|---|
| #1 | SLCMT1142 (n/a) - 1.68% | THE GOLDMAN SACHS GROUP INC (GS) - 11.47% |
| #2 | TECHNIPFMC PLC (FTI) - 0.91% | CATERPILLAR INC (CAT) - 11.29% |
| #3 | CIENA CORP (CIEN) - 0.90% | MICROSOFT CORP (MSFT) - 5.13% |
| #4 | CASEY'S GENERAL STORES INC (CASY) - 0.88% | UNITEDHEALTH GROUP INC (UNH) - 4.54% |
| #5 | NATERA INC (NTRA) - 0.87% | AMGEN INC (AMGN) - 4.11% |
| #6 | LUMENTUM HOLDINGS INC (LITE) - 0.82% | VISA INC CLASS A (V) - 4.02% |
| #7 | CURTISS-WRIGHT CORP (CW) - 0.82% | AMERICAN EXPRESS CO (AXP) - 3.94% |
| #8 | FTAI AVIATION LTD (FTAI) - 0.82% | THE HOME DEPOT INC (HD) - 3.94% |
| #9 | COMFORT SYSTEMS USA INC (FIX) - 0.79% | SHERWIN-WILLIAMS CO (SHW) - 3.90% |
| #10 | COHERENT CORP (COHR) - 0.73% | JPMORGAN CHASE & CO (JPM) - 3.86% |
| #11 | n/a (ASTS) - 0.71% | THE TRAVELERS COMPANIES INC (TRV) - 3.76% |
| #12 | ROYAL GOLD INC (RGLD) - 0.71% | MCDONALD'S CORP (MCD) - 3.56% |
| #13 | WOODWARD INC (WWD) - 0.70% | APPLE INC (AAPL) - 3.55% |
| #14 | n/a (FWONK) - 0.68% | AMAZON.COM INC (AMZN) - 3.41% |
| #15 | MASTEC INC (MTZ) - 0.67% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.86% |
| #16 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.66% | JOHNSON & JOHNSON (JNJ) - 2.81% |
| #17 | ATI INC (ATI) - 0.65% | BOEING CO (BA) - 2.80% |
| #18 | EQT CORP (EQT) - 0.65% | HONEYWELL INTERNATIONAL INC (HON) - 2.61% |
| #19 | NVENT ELECTRIC PLC (NVT) - 0.63% | NVIDIA CORP (NVDA) - 2.45% |
| #20 | TWILIO INC CLASS A (TWLO) - 0.62% | CHEVRON CORP (CVX) - 2.40% |
| #21 | CARPENTER TECHNOLOGY CORP (CRS) - 0.61% | SALESFORCE INC (CRM) - 2.33% |
| #22 | FABRINET (FN) - 0.61% | PROCTER & GAMBLE CO (PG) - 1.81% |
| #23 | EVERPURE INC CLASS A (P) - 0.61% | 3M CO (MMM) - 1.78% |
| #24 | BWX TECHNOLOGIES INC (BWXT) - 0.61% | WALMART INC (WMT) - 1.63% |
| #25 | ROCKET LAB CORP (RKLB) - 0.60% | MERCK & CO INC (MRK) - 1.41% |
| Total Holdings | 555 | 31 |
VBK vs DIA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VBK
+6.45%
DIA
+3.16%
3M
Winner
VBK
+9.05%
DIA
+0.76%
6M
Winner
VBK
+17.90%
DIA
+5.52%
1Y
Winner
VBK
+28.38%
DIA
+19.77%
5Y(CAGR)
VBK
+6.14%
Winner
DIA
+9.78%
10Y(CAGR)
VBK
+12.00%
Winner
DIA
+13.16%
Max(CAGR)
Winner
VBK
+9.84%
DIA
+8.26%
VBK vs DIA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VBK | DIA |
|---|---|---|
| 2026 | +11.91% | +3.23% |
| 2025 | +8.29% | +15.16% |
| 2024 | +17.96% | +14.75% |
| 2023 | +22.53% | +16.06% |
| 2022 | -28.70% | -7.61% |
| 2021 | +7.63% | +22.22% |
| 2020 | +34.73% | +8.27% |
| 2019 | +33.46% | +24.60% |
| 2018 | -6.53% | -3.99% |
| 2017 | +21.21% | +27.49% |
| 2016 | +12.95% | +18.21% |
| 2015 | -2.40% | +0.07% |
| 2014 | +5.05% | +10.73% |
| 2013 | +34.65% | +26.55% |
| 2012 | +16.32% | +8.36% |
| 2011 | -3.15% | +7.33% |
| 2010 | +28.14% | +12.30% |
| 2009 | +38.51% | +19.10% |
| 2008 | -39.30% | -31.16% |
| 2007 | +10.06% | +8.83% |
| 2006 | +10.29% | +17.40% |
| 2005 | +10.57% | +1.79% |
| 2004 | +10.26% | +5.22% |
| 2003 | N/A | +23.93% |
| 2002 | N/A | -15.62% |
| 2001 | N/A | -4.73% |
| 2000 | N/A | -4.50% |
| 1999 | N/A | +8.46% |
VBK vs DIA Drawdown Comparison
The maximum drawdown for VBK was -58.69%, occurring on Mar 9, 2009. Recovery took 796 trading sessions.
The maximum drawdown for DIA was -51.88%, occurring on Mar 9, 2009. Recovery took 1078 trading sessions.
The current VBK drawdown is -1.17%. The current DIA drawdown is -0.57%.
| Rank | VBK | DIA |
|---|---|---|
| #1 | -58.69% Oct 10, 2007 - Dec 7, 2010 | -51.88% Oct 9, 2007 - Jan 19, 2012 |
| #2 | -38.71% Feb 20, 2020 - Jul 29, 2020 | -36.69% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -38.39% Nov 8, 2021 - Nov 25, 2024 | -35.00% Jan 14, 2000 - Dec 21, 2004 |
| #4 | -28.93% Jul 7, 2011 - Sep 7, 2012 | -20.75% Jan 4, 2022 - Nov 29, 2023 |
| #5 | -27.54% Dec 4, 2024 - Sep 18, 2025 | -18.14% Oct 3, 2018 - Apr 18, 2019 |
| #6 | -26.61% Jun 23, 2015 - Dec 8, 2016 | -15.96% Dec 4, 2024 - Jul 3, 2025 |
| #7 | -25.96% Sep 4, 2018 - Jul 3, 2019 | -13.86% May 19, 2015 - Apr 14, 2016 |
| #8 | -18.24% Apr 5, 2004 - Nov 12, 2004 | -11.19% Jan 26, 2018 - Sep 18, 2018 |
| #9 | -16.98% May 8, 2006 - Feb 1, 2007 | -9.76% Feb 10, 2026 - Mar 27, 2026 |
| #10 | -13.64% Feb 12, 2021 - Nov 1, 2021 | -8.55% May 1, 2012 - Aug 10, 2012 |
| #11 | -13.23% Mar 4, 2014 - Feb 5, 2015 | -8.37% Mar 4, 2005 - Nov 21, 2005 |
| #12 | -11.44% Jan 22, 2026 - Apr 15, 2026 | -8.00% May 10, 2006 - Sep 15, 2006 |
| #13 | -10.96% Jul 19, 2007 - Oct 5, 2007 | -7.70% Jul 19, 2007 - Sep 27, 2007 |
| #14 | -10.15% Apr 29, 2011 - Jul 7, 2011 | -7.56% Oct 5, 2012 - Jan 15, 2013 |
| #15 | -9.88% Sep 14, 2012 - Jan 2, 2013 | -7.14% Dec 31, 2013 - Apr 1, 2014 |
Correlation
Correlation between VBK and DIA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
VBK vs DIA dividend yield comparison.
| Year | VBK | DIA |
|---|---|---|
| 2026 | 0.10% | 0.40% |
| 2025 | 0.54% | 1.43% |
| 2024 | 0.54% | 1.61% |
| 2023 | 0.68% | 1.81% |
| 2022 | 0.55% | 1.91% |
| 2021 | 0.36% | 1.58% |
| 2020 | 0.44% | 1.87% |
| 2019 | 0.57% | 1.85% |
| 2018 | 0.79% | 2.24% |
| 2017 | 0.82% | 1.97% |
| 2016 | 1.08% | 2.26% |
| 2015 | 0.98% | 2.33% |
| 2014 | 1.01% | 2.02% |
| 2013 | 0.65% | 2.08% |
| 2012 | 1.04% | 2.54% |
| 2011 | 0.55% | 2.44% |
| 2010 | 0.46% | 2.39% |
| 2009 | 0.40% | 2.70% |
| 2008 | 1.04% | 3.35% |
| 2007 | 0.58% | 2.17% |
| 2006 | 0.41% | 2.04% |
| 2005 | 0.37% | 2.10% |
| 2004 | 0.16% | 2.05% |
| 2003 | 0.00% | 1.84% |
| 2002 | 0.00% | 2.08% |
| 2001 | 0.00% | 1.56% |
| 2000 | 0.00% | 1.47% |
| 1999 | 0.00% | 0.26% |
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