VFMV vs SPY
Comparison between VANGUARD U.S. MINIMUM VOLATILITY ETF ETF SHARES (VFMV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed VFMV, delivering a return of +13.3% compared to +9.7%
VFMV vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VFMV
$421M
Winner
SPY
$735B
Expense Ratio
VFMV
0.13%
Winner
SPY
0.09%
Max Drawdown
Winner
VFMV
33.96%
SPY
56.47%
Sharpe Ratio
VFMV
0.99
Winner
SPY
1.62
5Y Beta
Winner
VFMV
0.52
SPY
1.00
P/E Ratio
Winner
VFMV
22.41
SPY
28.99
Forward P/E
Winner
VFMV
19.47
SPY
22.37
5Y Dividends CAGR
Winner
VFMV
13.35%
SPY
5.43%
5Y EPS CAGR
VFMV
17.41%
Winner
SPY
26.05%
Debt to Equity
Winner
VFMV
11.86%
SPY
32.40%
P/S Ratio
Winner
VFMV
2.27
SPY
3.74
P/B Ratio
Winner
VFMV
3.29
SPY
5.61
VFMV vs SPY - Holdings Comparison
VFMV and SPY have 117 common holdings. Overlap is 20.42%
VFMV's top 25 holdings weight is 36.66%. SPY's top 25 holdings weight is 52.37%.
| Rank | VFMV | SPY |
|---|---|---|
| #1 | CIRRUS LOGIC INC (CRUS) - 1.61% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | ROSS STORES INC (ROST) - 1.56% | APPLE INC (AAPL) - 7.02% |
| #3 | TJX COMPANIES INC (TJX) - 1.54% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.52% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | DOLBY LABORATORIES INC CLASS A (DLB) - 1.51% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | COCA-COLA CO (KO) - 1.51% | BROADCOM INC (AVGO) - 3.10% |
| #7 | TEXAS INSTRUMENTS INC (TXN) - 1.51% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.51% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | NVIDIA CORP (NVDA) - 1.51% | TESLA INC (TSLA) - 1.89% |
| #10 | MICROSOFT CORP (MSFT) - 1.50% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | ANALOG DEVICES INC (ADI) - 1.50% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | APPLE INC (AAPL) - 1.49% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | COSTCO WHOLESALE CORP (COST) - 1.49% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | ENSIGN GROUP INC (ENSG) - 1.48% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | LOEWS CORP (L) - 1.48% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | TRIMBLE INC (TRMB) - 1.48% | INTEL CORP (INTC) - 0.90% |
| #17 | CHEVRON CORP (CVX) - 1.47% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | REPUBLIC SERVICES INC (RSG) - 1.46% | VISA INC CLASS A (V) - 0.85% |
| #19 | PTC INC (PTC) - 1.46% | WALMART INC (WMT) - 0.81% |
| #20 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.39% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | META PLATFORMS INC CLASS A (META) - 1.39% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | INGREDION INC (INGR) - 1.38% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | EXXON MOBIL CORP (XOM) - 1.37% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | AMETEK INC (AME) - 1.28% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | LAM RESEARCH CORP (LRCX) - 1.26% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 182 | 505 |
VFMV vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
VFMV
+0.24%
Winner
SPY
+1.90%
3M
VFMV
+1.81%
Winner
SPY
+8.55%
6M
VFMV
+7.43%
Winner
SPY
+8.18%
1Y
VFMV
+12.94%
Winner
SPY
+25.79%
5Y(CAGR)
VFMV
+9.71%
Winner
SPY
+13.32%
10Y(CAGR)
VFMV
+9.80%
Winner
SPY
+15.19%
Max(CAGR)
Winner
VFMV
+9.80%
SPY
+8.47%
VFMV vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VFMV | SPY |
|---|---|---|
| 2026 | +8.01% | +8.26% |
| 2025 | +10.61% | +18.00% |
| 2024 | +16.78% | +25.59% |
| 2023 | +8.55% | +26.72% |
| 2022 | -5.36% | -18.64% |
| 2021 | +21.46% | +30.52% |
| 2020 | +0.16% | +17.28% |
| 2019 | +27.53% | +31.09% |
| 2018 | -1.09% | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +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% |
VFMV vs SPY Drawdown Comparison
The maximum drawdown for VFMV was -33.63%, occurring on Mar 23, 2020. Recovery took 231 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current VFMV drawdown is -1.52%. The current SPY drawdown is -2.90%.
| Rank | VFMV | SPY |
|---|---|---|
| #1 | -33.63% Feb 20, 2020 - Jan 20, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -16.10% Sep 14, 2018 - Apr 24, 2019 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -15.40% Dec 29, 2021 - Dec 4, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -10.35% Feb 25, 2025 - Jun 10, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -6.24% Nov 26, 2024 - Feb 19, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -6.09% Feb 12, 2021 - Apr 1, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -6.00% Mar 2, 2026 - Apr 30, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -5.36% Sep 2, 2021 - Nov 3, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.37% Mar 28, 2024 - May 14, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.92% Nov 16, 2021 - Dec 15, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.76% Jan 25, 2021 - Feb 8, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.65% Jul 31, 2024 - Aug 15, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.35% Mar 12, 2018 - Apr 12, 2018 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.24% Jul 29, 2019 - Sep 4, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.10% Sep 11, 2025 - Nov 26, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between VFMV and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
VFMV vs SPY dividend yield comparison.
| Year | VFMV | SPY |
|---|---|---|
| 2026 | 0.33% | 0.24% |
| 2025 | 2.12% | 1.07% |
| 2024 | 1.46% | 1.21% |
| 2023 | 2.20% | 1.40% |
| 2022 | 2.08% | 1.65% |
| 2021 | 1.31% | 1.20% |
| 2020 | 2.14% | 1.52% |
| 2019 | 2.43% | 1.75% |
| 2018 | 2.29% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 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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