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 +13.3% compared to +5.0%
VBK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VBK
$39B
Winner
SPY
$652B
Expense Ratio
Winner
VBK
0.05%
SPY
0.09%
Max Drawdown
VBK
59.36%
Winner
SPY
56.47%
Sharpe Ratio
VBK
1.50
Winner
SPY
2.07
5Y Beta
VBK
1.18
Winner
SPY
1.00
P/E Ratio
VBK
60.66
Winner
SPY
28.24
Forward P/E
Winner
VBK
21.76
SPY
21.85
5Y Dividends CAGR
Winner
VBK
12.10%
SPY
5.43%
5Y EPS CAGR
VBK
18.83%
Winner
SPY
25.79%
Debt to Equity
VBK
28.21%
Winner
SPY
22.35%
P/S Ratio
Winner
VBK
2.85
SPY
3.55
P/B Ratio
Winner
VBK
4.60
SPY
5.29
VBK vs SPY - Holdings Comparison
VBK and SPY have 28 common holdings. Overlap is 0.87%
VBK's top 25 holdings weight is 18.04%. SPY's top 25 holdings weight is 51.32%.
| Rank | VBK | SPY |
|---|---|---|
| #1 | SLCMT1142 (n/a) - 1.68% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | TECHNIPFMC PLC (FTI) - 0.91% | APPLE INC (AAPL) - 6.48% |
| #3 | CIENA CORP (CIEN) - 0.90% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | CASEY'S GENERAL STORES INC (CASY) - 0.88% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | NATERA INC (NTRA) - 0.87% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | LUMENTUM HOLDINGS INC (LITE) - 0.82% | BROADCOM INC (AVGO) - 3.09% |
| #7 | FTAI AVIATION LTD (FTAI) - 0.82% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | CURTISS-WRIGHT CORP (CW) - 0.82% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | COMFORT SYSTEMS USA INC (FIX) - 0.79% | TESLA INC (TSLA) - 1.73% |
| #10 | COHERENT CORP (COHR) - 0.73% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | ROYAL GOLD INC (RGLD) - 0.71% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | n/a (ASTS) - 0.71% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | WOODWARD INC (WWD) - 0.70% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | n/a (FWONK) - 0.68% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | MASTEC INC (MTZ) - 0.67% | WALMART INC (WMT) - 0.91% |
| #16 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.66% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | ATI INC (ATI) - 0.65% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | EQT CORP (EQT) - 0.65% | VISA INC CLASS A (V) - 0.85% |
| #19 | NVENT ELECTRIC PLC (NVT) - 0.63% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | TWILIO INC CLASS A (TWLO) - 0.62% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | HOULIHAN LOKEY INC CLASS A (HLI) - 0.52% | INTEL CORP (INTC) - 0.65% |
| #22 | SOMNIGROUP INTERNATIONAL INC (SGI) - 0.41% | NETFLIX INC (NFLX) - 0.64% |
| #23 | FIVE BELOW INC (FIVE) - 0.41% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | PENUMBRA INC (PEN) - 0.40% | CHEVRON CORP (CVX) - 0.58% |
| #25 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.40% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 512 | 505 |
VBK vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
VBK
+8.31%
Winner
SPY
+9.11%
3M
Winner
VBK
+7.39%
SPY
+6.59%
6M
Winner
VBK
+15.27%
SPY
+10.56%
1Y
Winner
VBK
+34.17%
SPY
+32.04%
5Y(CAGR)
VBK
+5.00%
Winner
SPY
+13.35%
10Y(CAGR)
VBK
+11.87%
Winner
SPY
+15.49%
Max(CAGR)
Winner
VBK
+9.85%
SPY
+8.50%
VBK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VBK | SPY |
|---|---|---|
| 2026 | +12.04% | +8.27% |
| 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 -1.06%.
| 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% | 0.24% |
| 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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