VIG vs SPY
Comparison between VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES (VIG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed VIG, delivering a return of +13.3% compared to +9.8%
VIG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VIG
$117B
Winner
SPY
$652B
Expense Ratio
Winner
VIG
0.04%
SPY
0.09%
Max Drawdown
Winner
VIG
48.20%
SPY
56.47%
Sharpe Ratio
VIG
1.49
Winner
SPY
2.07
5Y Beta
Winner
VIG
0.74
SPY
1.00
P/E Ratio
Winner
VIG
25.95
SPY
28.24
Forward P/E
Winner
VIG
20.99
SPY
21.85
5Y Dividends CAGR
Winner
VIG
13.46%
SPY
5.43%
5Y EPS CAGR
VIG
14.05%
Winner
SPY
25.79%
Debt to Equity
VIG
40.54%
Winner
SPY
22.35%
P/S Ratio
Winner
VIG
2.78
SPY
3.55
P/B Ratio
Winner
VIG
5.18
SPY
5.29
VIG vs SPY - Holdings Comparison
VIG and SPY have 132 common holdings. Overlap is 29.89%
VIG's top 25 holdings weight is 49.44%. SPY's top 25 holdings weight is 51.32%.
| Rank | VIG | SPY |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 4.07% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | APPLE INC (AAPL) - 4.03% | APPLE INC (AAPL) - 6.48% |
| #3 | MICROSOFT CORP (MSFT) - 3.81% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | JPMORGAN CHASE & CO (JPM) - 3.53% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | ELI LILLY AND CO (LLY) - 3.48% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | EXXON MOBIL CORP (XOM) - 3.38% | BROADCOM INC (AVGO) - 3.09% |
| #7 | JOHNSON & JOHNSON (JNJ) - 2.81% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | WALMART INC (WMT) - 2.60% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | VISA INC CLASS A (V) - 2.26% | TESLA INC (TSLA) - 1.73% |
| #10 | COSTCO WHOLESALE CORP (COST) - 2.11% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | MASTERCARD INC CLASS A (MA) - 1.94% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | ABBVIE INC (ABBV) - 1.83% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | PROCTER & GAMBLE CO (PG) - 1.60% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | CATERPILLAR INC (CAT) - 1.57% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | THE HOME DEPOT INC (HD) - 1.56% | WALMART INC (WMT) - 0.91% |
| #16 | BANK OF AMERICA CORP (BAC) - 1.47% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | CISCO SYSTEMS INC (CSCO) - 1.46% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | MERCK & CO INC (MRK) - 1.42% | VISA INC CLASS A (V) - 0.85% |
| #19 | COCA-COLA CO (KO) - 1.40% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | LAM RESEARCH CORP (LRCX) - 1.27% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | BANK OF NEW YORK MELLON CORP (BK) - 0.39% | INTEL CORP (INTC) - 0.65% |
| #22 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.39% | NETFLIX INC (NFLX) - 0.64% |
| #23 | CSX CORP (CSX) - 0.36% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | SHERWIN-WILLIAMS CO (SHW) - 0.35% | CHEVRON CORP (CVX) - 0.58% |
| #25 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 0.35% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 303 | 505 |
VIG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
VIG
+2.76%
Winner
SPY
+9.11%
3M
VIG
-0.32%
Winner
SPY
+6.59%
6M
VIG
+6.60%
Winner
SPY
+10.56%
1Y
VIG
+20.27%
Winner
SPY
+32.04%
5Y(CAGR)
VIG
+9.81%
Winner
SPY
+13.35%
10Y(CAGR)
VIG
+12.96%
Winner
SPY
+15.49%
Max(CAGR)
Winner
VIG
+10.02%
SPY
+8.50%
VIG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VIG | SPY |
|---|---|---|
| 2026 | +3.79% | +8.27% |
| 2025 | +14.71% | +18.00% |
| 2024 | +17.22% | +25.59% |
| 2023 | +14.55% | +26.72% |
| 2022 | -9.52% | -18.64% |
| 2021 | +25.45% | +30.52% |
| 2020 | +14.77% | +17.28% |
| 2019 | +30.46% | +31.09% |
| 2018 | -2.42% | -5.24% |
| 2017 | +21.81% | +20.78% |
| 2016 | +13.49% | +13.59% |
| 2015 | -1.78% | +1.31% |
| 2014 | +11.06% | +14.56% |
| 2013 | +26.20% | +29.00% |
| 2012 | +10.41% | +14.17% |
| 2011 | +5.46% | +0.85% |
| 2010 | +13.31% | +13.14% |
| 2009 | +16.47% | +22.67% |
| 2008 | -25.49% | -36.25% |
| 2007 | +5.32% | +5.32% |
| 2006 | +8.59% | +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% |
VIG vs SPY Drawdown Comparison
The maximum drawdown for VIG was -46.80%, occurring on Mar 9, 2009. Recovery took 846 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current VIG drawdown is -0.77%.
| Rank | VIG | SPY |
|---|---|---|
| #1 | -46.80% Oct 9, 2007 - Feb 16, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -31.72% Feb 14, 2020 - Aug 26, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -20.40% Jan 4, 2022 - Dec 11, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -17.27% Sep 21, 2018 - Apr 5, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.95% Jul 7, 2011 - Feb 3, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -14.95% Feb 19, 2025 - Jun 30, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.14% Mar 2, 2015 - Mar 29, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.77% Jan 26, 2018 - Aug 17, 2018 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.90% Feb 9, 2026 - May 5, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.90% Jul 19, 2007 - Oct 1, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.60% Apr 2, 2012 - Aug 7, 2012 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.20% Dec 31, 2013 - Mar 4, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.53% Oct 12, 2020 - Nov 9, 2020 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.26% Sep 2, 2020 - Oct 9, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.99% Apr 29, 2011 - Jul 7, 2011 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between VIG and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
VIG vs SPY dividend yield comparison.
| Year | VIG | SPY |
|---|---|---|
| 2026 | 0.37% | 0.24% |
| 2025 | 1.62% | 1.07% |
| 2024 | 1.73% | 1.21% |
| 2023 | 1.88% | 1.40% |
| 2022 | 1.96% | 1.65% |
| 2021 | 1.55% | 1.20% |
| 2020 | 1.63% | 1.52% |
| 2019 | 1.71% | 1.75% |
| 2018 | 2.08% | 2.04% |
| 2017 | 1.88% | 1.80% |
| 2016 | 2.14% | 2.03% |
| 2015 | 2.34% | 2.06% |
| 2014 | 1.95% | 1.87% |
| 2013 | 1.84% | 1.81% |
| 2012 | 2.37% | 2.18% |
| 2011 | 2.14% | 2.05% |
| 2010 | 1.99% | 1.80% |
| 2009 | 2.09% | 1.95% |
| 2008 | 2.56% | 3.02% |
| 2007 | 1.56% | 1.85% |
| 2006 | 0.98% | 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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