VIG vs SPYM
Comparison between VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES (VIG, ETF) and SPDR Portfolio S&P 500 ETF (SPYM, ETF).
5-Year PerformanceSPYM has outperformed VIG, delivering a return of +13.4% compared to +10.9%
VIG vs SPYM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VIG
$131B
Winner
SPYM
$154B
Expense Ratio
VIG
0.04%
Winner
SPYM
0.02%
Max Drawdown
Winner
VIG
48.20%
SPYM
55.77%
Sharpe Ratio
Winner
VIG
1.52
SPYM
1.43
5Y Beta
Winner
VIG
0.72
SPYM
0.97
P/E Ratio
VIG
27.50
SPYM
N/A
Forward P/E
VIG
21.53
SPYM
N/A
5Y Dividends CAGR
VIG
8.14%
Winner
SPYM
10.82%
5Y EPS CAGR
VIG
14.74%
SPYM
N/A
Debt to Equity
VIG
79.61%
SPYM
N/A
P/S Ratio
VIG
2.99
SPYM
N/A
P/B Ratio
VIG
5.73
SPYM
N/A
VIG vs SPYM - Historical Returns
Returns include dividend reinvestment.
1M
VIG
+2.66%
Winner
SPYM
+3.42%
3M
Winner
VIG
+7.96%
SPYM
+5.99%
6M
VIG
+7.72%
Winner
SPYM
+12.57%
1Y
VIG
+20.98%
Winner
SPYM
+23.72%
5Y(CAGR)
VIG
+10.86%
Winner
SPYM
+13.40%
10Y(CAGR)
VIG
+13.23%
Winner
SPYM
+15.44%
Max(CAGR)
VIG
+10.31%
Winner
SPYM
+11.33%
VIG vs SPYM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | VIG | SPYM |
|---|---|---|
| 2026 | +12.08% | +13.81% |
| 2025 | +14.71% | +18.09% |
| 2024 | +17.22% | +25.67% |
| 2023 | +14.55% | +26.80% |
| 2022 | -9.52% | -18.62% |
| 2021 | +25.45% | +30.56% |
| 2020 | +14.77% | +17.52% |
| 2019 | +30.46% | +31.99% |
| 2018 | -2.42% | -5.82% |
| 2017 | +21.81% | +20.95% |
| 2016 | +13.49% | +14.91% |
| 2015 | -1.78% | +1.36% |
| 2014 | +11.06% | +14.49% |
| 2013 | +26.20% | +29.42% |
| 2012 | +10.41% | +13.68% |
| 2011 | +5.46% | +0.35% |
| 2010 | +13.31% | +13.53% |
| 2009 | +16.47% | +24.31% |
| 2008 | -25.49% | -36.07% |
| 2007 | +5.32% | +6.43% |
| 2006 | +8.59% | +14.21% |
| 2005 | N/A | +1.93% |
VIG vs SPYM Drawdown Comparison
The maximum drawdown for VIG was -46.80%, occurring on Mar 9, 2009. Recovery took 846 trading sessions.
The maximum drawdown for SPYM was -54.47%, occurring on Mar 9, 2009. Recovery took 1118 trading sessions.
| Rank | VIG | SPYM |
|---|---|---|
| #1 | -46.80% Oct 9, 2007 - Feb 16, 2011 | -54.47% Oct 10, 2007 - Mar 19, 2012 |
| #2 | -31.72% Feb 14, 2020 - Aug 26, 2020 | -33.86% Feb 19, 2020 - Aug 10, 2020 |
| #3 | -20.40% Jan 4, 2022 - Dec 11, 2023 | -24.49% Jan 3, 2022 - Dec 13, 2023 |
| #4 | -17.27% Sep 21, 2018 - Apr 5, 2019 | -19.77% Sep 20, 2018 - Apr 5, 2019 |
| #5 | -16.95% Jul 7, 2011 - Feb 3, 2012 | -18.72% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -14.95% Feb 19, 2025 - Jun 30, 2025 | -14.24% Jul 20, 2015 - Jun 6, 2016 |
| #7 | -12.14% Mar 2, 2015 - Mar 29, 2016 | -9.93% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -9.77% Jan 26, 2018 - Aug 17, 2018 | -9.91% Apr 2, 2012 - Aug 17, 2012 |
| #9 | -7.90% Feb 9, 2026 - May 5, 2026 | -9.43% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.90% Jul 19, 2007 - Oct 1, 2007 | -8.93% Jul 17, 2007 - Oct 5, 2007 |
| #11 | -7.60% Apr 2, 2012 - Aug 7, 2012 | -8.90% Jan 27, 2026 - Apr 14, 2026 |
| #12 | -7.20% Dec 31, 2013 - Mar 4, 2014 | -8.43% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -6.53% Oct 12, 2020 - Nov 9, 2020 | -7.70% Sep 19, 2014 - Nov 5, 2014 |
| #14 | -6.26% Sep 2, 2020 - Oct 9, 2020 | -7.67% May 5, 2006 - Sep 15, 2006 |
| #15 | -5.99% Apr 29, 2011 - Jul 7, 2011 | -7.34% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between VIG and SPYM is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2005 - 2026)
VIG vs SPYM dividend yield comparison.
| Year | VIG | SPYM |
|---|---|---|
| 2026 | 0.75% | 0.48% |
| 2025 | 1.62% | 1.13% |
| 2024 | 1.73% | 1.28% |
| 2023 | 1.88% | 1.44% |
| 2022 | 1.96% | 1.69% |
| 2021 | 1.55% | 1.25% |
| 2020 | 1.63% | 1.54% |
| 2019 | 1.71% | 1.79% |
| 2018 | 2.08% | 2.23% |
| 2017 | 1.88% | 1.75% |
| 2016 | 2.14% | 1.97% |
| 2015 | 2.34% | 1.98% |
| 2014 | 1.95% | 1.79% |
| 2013 | 1.84% | 1.71% |
| 2012 | 2.37% | 2.08% |
| 2011 | 2.14% | 1.87% |
| 2010 | 1.99% | 1.31% |
| 2009 | 2.09% | 1.69% |
| 2008 | 2.56% | 2.96% |
| 2007 | 1.56% | 1.88% |
| 2006 | 0.98% | 1.80% |
| 2005 | 0.00% | 0.05% |
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