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 +4.8%
VBK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VBK
$46B
Winner
SPY
$784B
Expense Ratio
Winner
VBK
0.05%
SPY
0.09%
Max Drawdown
VBK
59.36%
Winner
SPY
56.47%
Sharpe Ratio
VBK
1.27
Winner
SPY
1.54
5Y Beta
VBK
1.19
Winner
SPY
1.00
P/E Ratio
VBK
82.26
Winner
SPY
27.62
Forward P/E
VBK
22.25
Winner
SPY
21.11
5Y Dividends CAGR
Winner
VBK
12.10%
SPY
6.00%
5Y EPS CAGR
VBK
N/A
SPY
25.30%
Debt to Equity
Winner
VBK
11.21%
SPY
31.11%
P/S Ratio
Winner
VBK
3.07
SPY
3.49
P/B Ratio
Winner
VBK
4.89
SPY
5.30
VBK vs SPY - Holdings Comparison
VBK and SPY have 28 common holdings. Overlap is 0.86%
VBK's top 25 holdings weight is 21.23%. SPY's top 25 holdings weight is 51.24%.
| Rank | VBK | SPY |
|---|---|---|
| #1 | SLCMT1142 (n/a) - 2.44% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | ASTERA LABS INC (ALAB) - 1.37% | APPLE INC (AAPL) - 6.81% |
| #3 | CIENA CORP (CIEN) - 1.14% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | ROCKET LAB CORP (RKLB) - 1.13% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.06% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | BLOOM ENERGY CORP CLASS A (BE) - 1.05% | BROADCOM INC (AVGO) - 2.77% |
| #7 | COHERENT CORP (COHR) - 0.94% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | COMFORT SYSTEMS USA INC (FIX) - 0.89% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.87% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | LUMENTUM HOLDINGS INC (LITE) - 0.85% | TESLA INC (TSLA) - 1.76% |
| #11 | n/a (ASTS) - 0.82% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | NATERA INC (NTRA) - 0.82% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | TWILIO INC CLASS A (TWLO) - 0.80% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | CASEY'S GENERAL STORES INC (CASY) - 0.79% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | TECHNIPFMC PLC (FTI) - 0.76% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | CURTISS-WRIGHT CORP (CW) - 0.76% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | NVENT ELECTRIC PLC (NVT) - 0.75% | VISA INC CLASS A (V) - 0.87% |
| #18 | FTAI AVIATION LTD (FTAI) - 0.74% | INTEL CORP (INTC) - 0.85% |
| #19 | EVERPURE INC CLASS A (P) - 0.69% | WALMART INC (WMT) - 0.82% |
| #20 | STERLING INFRASTRUCTURE INC (STRL) - 0.69% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 0.39% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | PLANET LABS PBC CLASS A (PL) - 0.38% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | CLEAN HARBORS INC (CLH) - 0.37% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | n/a (CRCL) - 0.37% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | TOAST INC CLASS A (TOST) - 0.36% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 516 | 505 |
VBK vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VBK
+1.50%
SPY
-1.37%
3M
Winner
VBK
+15.52%
SPY
+12.22%
6M
Winner
VBK
+13.90%
SPY
+7.20%
1Y
Winner
VBK
+30.40%
SPY
+23.58%
5Y(CAGR)
VBK
+4.76%
Winner
SPY
+13.19%
10Y(CAGR)
VBK
+11.62%
Winner
SPY
+15.12%
Max(CAGR)
Winner
VBK
+9.91%
SPY
+8.44%
VBK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VBK | SPY |
|---|---|---|
| 2026 | +14.90% | +7.95% |
| 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% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 -1.61%. The current SPY drawdown is -3.18%.
| Rank | VBK | SPY |
|---|---|---|
| #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.
| Year | VBK | SPY |
|---|---|---|
| 2026 | 0.10% | 0.50% |
| 2025 | 0.54% | 1.07% |
| 2024 | 0.54% | 1.21% |
| 2023 | 0.68% | 1.40% |
| 2022 | 0.55% | 1.65% |
| 2021 | 0.36% | 1.20% |
| 2020 | 0.44% | 1.52% |
| 2019 | 0.57% | 1.75% |
| 2018 | 0.79% | 2.04% |
| 2017 | 0.82% | 1.80% |
| 2016 | 1.08% | 2.03% |
| 2015 | 0.98% | 2.06% |
| 2014 | 1.01% | 1.87% |
| 2013 | 0.65% | 1.81% |
| 2012 | 1.04% | 2.18% |
| 2011 | 0.55% | 2.05% |
| 2010 | 0.46% | 1.80% |
| 2009 | 0.40% | 1.95% |
| 2008 | 1.04% | 3.02% |
| 2007 | 0.58% | 1.85% |
| 2006 | 0.41% | 1.73% |
| 2005 | 0.37% | 1.73% |
| 2004 | 0.16% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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