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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 +9.8%

VIG vs SPYM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VIG
$117B
Winner
SPYM
$118B
Expense Ratio
VIG
0.04%
Winner
SPYM
0.02%
Max Drawdown
Winner
VIG
48.20%
SPYM
55.77%
Sharpe Ratio
VIG
1.49
Winner
SPYM
2.08
5Y Beta
Winner
VIG
0.74
SPYM
0.97
P/E Ratio
VIG
25.95
SPYM
N/A
Forward P/E
VIG
20.99
SPYM
N/A
5Y Dividends CAGR
Winner
VIG
13.46%
SPYM
10.23%
5Y EPS CAGR
VIG
14.05%
SPYM
N/A
Debt to Equity
VIG
40.54%
SPYM
N/A
P/S Ratio
VIG
2.78
SPYM
N/A
P/B Ratio
VIG
5.18
SPYM
N/A

VIG vs SPYM - Historical Returns

Returns include dividend reinvestment.

1M
VIG
+2.76%
Winner
SPYM
+9.14%
3M
VIG
-0.32%
Winner
SPYM
+6.60%
6M
VIG
+6.60%
Winner
SPYM
+10.59%
1Y
VIG
+20.27%
Winner
SPYM
+32.16%
5Y(CAGR)
VIG
+9.81%
Winner
SPYM
+13.42%
10Y(CAGR)
VIG
+12.96%
Winner
SPYM
+15.61%
Max(CAGR)
VIG
+10.02%
Winner
SPYM
+11.21%

VIG vs SPYM - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearVIGSPYM
2026+3.79%+8.27%
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%
2005N/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.

The current VIG drawdown is -0.77%.

RankVIGSPYM
#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.

YearVIGSPYM
20260.37%0.22%
20251.62%1.13%
20241.73%1.28%
20231.88%1.44%
20221.96%1.69%
20211.55%1.25%
20201.63%1.54%
20191.71%1.79%
20182.08%2.23%
20171.88%1.75%
20162.14%1.97%
20152.34%1.98%
20141.95%1.79%
20131.84%1.71%
20122.37%2.08%
20112.14%1.87%
20101.99%1.31%
20092.09%1.69%
20082.56%2.96%
20071.56%1.88%
20060.98%1.80%
20050.00%0.05%

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