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VBK vs SPY

Comparison between VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES (VBK, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed VBK, delivering a return of +13.2% compared to +4.7%

VBK vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VBK
$47B
Winner
SPY
$781B
Expense Ratio
Winner
VBK
0.05%
SPY
0.09%
Max Drawdown
VBK
59.36%
Winner
SPY
56.47%
Sharpe Ratio
VBK
1.04
Winner
SPY
1.43
5Y Beta
VBK
1.19
Winner
SPY
1.00
P/E Ratio
VBK
102.97
Winner
SPY
26.48
Forward P/E
VBK
24.37
Winner
SPY
20.89
PEG Ratio
VBK
N/A
SPY
0.30
5Y Dividends CAGR
Winner
VBK
8.54%
SPY
6.00%
5Y EPS CAGR
VBK
12.12%
Winner
SPY
26.40%
Debt to Equity
VBK
206.11%
Winner
SPY
48.17%
P/S Ratio
Winner
VBK
2.92
SPY
3.72
P/B Ratio
Winner
VBK
4.52
SPY
5.55

VBK vs SPY - Holdings Comparison

VBK and SPY have 33 common holdings. Overlap is 0.76%

VBK's top 25 holdings weight is 21.01%. SPY's top 25 holdings weight is 51.49%.

RankVBKSPY
#1
SLCMT1142 (n/a) - 2.60%
NVIDIA CORP (NVDA) - 7.76%
#2
CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.24%
APPLE INC (AAPL) - 7.44%
#3
REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.04%
MICROSOFT CORP (MSFT) - 4.56%
#4
ASTERA LABS INC (ALAB) - 1.02%
AMAZON.COM INC (AMZN) - 3.74%
#5
NATERA INC (NTRA) - 1.01%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
TWILIO INC CLASS A (TWLO) - 0.86%
BROADCOM INC (AVGO) - 2.83%
#7
CASEY'S GENERAL STORES INC (CASY) - 0.80%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
CARPENTER TECHNOLOGY CORP (CRS) - 0.80%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
CURTISS-WRIGHT CORP (CW) - 0.77%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
FTAI AVIATION LTD (FTAI) - 0.76%
TESLA INC (TSLA) - 1.65%
#11
NVENT ELECTRIC PLC (NVT) - 0.75%
ELI LILLY AND CO (LLY) - 1.44%
#12
ENTEGRIS INC (ENTG) - 0.75%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
ATI INC (ATI) - 0.74%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
MASTEC INC (MTZ) - 0.72%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
TECHNIPFMC PLC (FTI) - 0.72%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.71%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
WOODWARD INC (WWD) - 0.69%
VISA INC CLASS A (V) - 0.91%
#18
EVERPURE INC CLASS A (P) - 0.68%
INTEL CORP (INTC) - 0.77%
#19
STERLING INFRASTRUCTURE INC (STRL) - 0.67%
WALMART INC (WMT) - 0.75%
#20
OKTA INC CLASS A (OKTA) - 0.63%
ABBVIE INC (ABBV) - 0.70%
#21
XPO INC (XPO) - 0.63%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.63%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
n/a (FWONK) - 0.61%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
n/a (AFRM) - 0.59%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
RB GLOBAL INC (RBA) - 0.59%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings535505

VBK vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
VBK
-2.39%
Winner
SPY
+2.30%
3M
VBK
+1.50%
Winner
SPY
+5.00%
6M
VBK
+11.53%
Winner
SPY
+11.88%
1Y
Winner
VBK
+26.03%
SPY
+22.80%
5Y(CAGR)
VBK
+4.74%
Winner
SPY
+13.20%
10Y(CAGR)
VBK
+11.10%
Winner
SPY
+15.26%
Max(CAGR)
Winner
VBK
+9.86%
SPY
+8.59%

VBK vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVBKSPY
2026+14.94%+13.10%
2025+8.29%+18.00%
2024+17.96%+25.59%
2023+22.53%+26.72%
2022-28.70%-18.64%
2021+7.63%+30.52%
2020+34.73%+17.28%
2019+33.46%+31.09%
2018-6.53%-5.24%
2017+21.21%+20.78%
2016+12.95%+13.59%
2015-2.40%+1.31%
2014+5.05%+14.56%
2013+34.65%+29.00%
2012+16.32%+14.17%
2011-3.15%+0.85%
2010+28.14%+13.14%
2009+38.51%+22.67%
2008-39.30%-36.25%
2007+10.06%+5.32%
2006+10.29%+13.85%
2005+10.57%+5.32%
2004+10.26%+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

VBK vs SPY Drawdown Comparison

The maximum drawdown for VBK was -58.69%, occurring on Mar 9, 2009. Recovery took 796 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current VBK drawdown is -3.72%. The current SPY drawdown is -0.36%.

RankVBKSPY
#1-58.69%
Oct 10, 2007 - Dec 7, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-38.71%
Feb 20, 2020 - Jul 29, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-38.39%
Nov 8, 2021 - Nov 25, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-28.93%
Jul 7, 2011 - Sep 7, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-27.54%
Dec 4, 2024 - Sep 18, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-26.61%
Jun 23, 2015 - Dec 8, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-25.96%
Sep 4, 2018 - Jul 3, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-18.24%
Apr 5, 2004 - Nov 12, 2004		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.98%
May 8, 2006 - Feb 1, 2007		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.64%
Feb 12, 2021 - Nov 1, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.23%
Mar 4, 2014 - Feb 5, 2015		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.44%
Jan 22, 2026 - Apr 15, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.96%
Jul 19, 2007 - Oct 5, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.15%
Apr 29, 2011 - Jul 7, 2011		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.88%
Sep 14, 2012 - Jan 2, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VBK and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

VBK vs SPY dividend yield comparison.

YearVBKSPY
20260.20%0.48%
20250.54%1.07%
20240.54%1.21%
20230.68%1.40%
20220.55%1.65%
20210.36%1.20%
20200.44%1.52%
20190.57%1.75%
20180.79%2.04%
20170.82%1.80%
20161.08%2.03%
20150.98%2.06%
20141.01%1.87%
20130.65%1.81%
20121.04%2.18%
20110.55%2.05%
20100.46%1.80%
20090.40%1.95%
20081.04%3.02%
20070.58%1.85%
20060.41%1.73%
20050.37%1.73%
20040.16%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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