VIOV vs SPY
Comparison between VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND ETF SHARES (VIOV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed VIOV, delivering a return of +13.2% compared to +7.3%
VIOV vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VIOV
$1.90B
Winner
SPY
$784B
Expense Ratio
VIOV
0.10%
Winner
SPY
0.09%
Max Drawdown
Winner
VIOV
48.88%
SPY
56.47%
Sharpe Ratio
Winner
VIOV
1.69
SPY
1.54
5Y Beta
Winner
VIOV
0.99
SPY
1.00
P/E Ratio
VIOV
63.34
Winner
SPY
27.62
Forward P/E
Winner
VIOV
13.03
SPY
21.11
5Y Dividends CAGR
Winner
VIOV
19.62%
SPY
6.00%
5Y EPS CAGR
VIOV
3.84%
Winner
SPY
25.30%
Debt to Equity
VIOV
59.40%
Winner
SPY
31.11%
P/S Ratio
Winner
VIOV
0.90
SPY
3.49
P/B Ratio
Winner
VIOV
1.60
SPY
5.30
VIOV vs SPY - Holdings Comparison
VIOV and SPY have 1 common holdings. Overlap is 0.00%
VIOV's top 25 holdings weight is 18.34%. SPY's top 25 holdings weight is 51.24%.
| Rank | VIOV | SPY |
|---|---|---|
| #1 | MOLINA HEALTHCARE INC (MOH) - 1.04% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | ENPHASE ENERGY INC (ENPH) - 1.04% | APPLE INC (AAPL) - 6.81% |
| #3 | EASTMAN CHEMICAL CO (EMN) - 1.01% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.99% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | JACKSON FINANCIAL INC (JXN) - 0.85% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | SM ENERGY CO (SM) - 0.81% | BROADCOM INC (AVGO) - 2.77% |
| #7 | LKQ CORP (LKQ) - 0.81% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | PAYCOM SOFTWARE INC (PAYC) - 0.79% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | VISHAY INTERTECHNOLOGY INC (VSH) - 0.75% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.73% | TESLA INC (TSLA) - 1.76% |
| #11 | CARMAX INC (KMX) - 0.73% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | LAMB WESTON HOLDINGS INC (LW) - 0.70% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | LINCOLN NATIONAL CORP (LNC) - 0.69% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | CAESARS ENTERTAINMENT INC (CZR) - 0.69% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | MATSON INC (MATX) - 0.66% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | TELEFLEX INC (TFX) - 0.66% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.66% | VISA INC CLASS A (V) - 0.87% |
| #18 | MOHAWK INDUSTRIES INC (MHK) - 0.65% | INTEL CORP (INTC) - 0.85% |
| #19 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.62% | WALMART INC (WMT) - 0.82% |
| #20 | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.62% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | RITHM CAPITAL CORP (RITM) - 0.60% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.57% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | DIODES INC (DIOD) - 0.56% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | ELEMENT SOLUTIONS INC (ESI) - 0.56% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.55% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 464 | 505 |
VIOV vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VIOV
+2.94%
SPY
-1.37%
3M
Winner
VIOV
+14.31%
SPY
+12.22%
6M
Winner
VIOV
+15.94%
SPY
+7.20%
1Y
Winner
VIOV
+37.80%
SPY
+23.58%
5Y(CAGR)
VIOV
+7.29%
Winner
SPY
+13.19%
10Y(CAGR)
VIOV
+11.44%
Winner
SPY
+15.12%
Max(CAGR)
Winner
VIOV
+13.15%
SPY
+8.44%
VIOV vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VIOV | SPY |
|---|---|---|
| 2026 | +16.61% | +7.95% |
| 2025 | +7.23% | +18.00% |
| 2024 | +7.72% | +25.59% |
| 2023 | +15.11% | +26.72% |
| 2022 | -11.06% | -18.64% |
| 2021 | +34.44% | +30.52% |
| 2020 | +4.70% | +17.28% |
| 2019 | +25.45% | +31.09% |
| 2018 | -12.35% | -5.24% |
| 2017 | +12.25% | +20.78% |
| 2016 | +35.27% | +13.59% |
| 2015 | -4.04% | +1.31% |
| 2014 | +10.04% | +14.56% |
| 2013 | +37.69% | +29.00% |
| 2012 | +16.96% | +14.17% |
| 2011 | -2.25% | +0.85% |
| 2010 | +26.07% | +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% |
VIOV vs SPY Drawdown Comparison
The maximum drawdown for VIOV was -45.80%, occurring on Mar 23, 2020. Recovery took 576 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current VIOV drawdown is -1.58%. The current SPY drawdown is -3.18%.
| Rank | VIOV | SPY |
|---|---|---|
| #1 | -45.80% Aug 22, 2018 - Dec 4, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -28.44% Nov 25, 2024 - Dec 10, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -25.80% Jul 7, 2011 - Jan 25, 2012 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -23.10% Nov 5, 2021 - Feb 2, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -22.08% Feb 2, 2023 - Jul 16, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -19.47% Jun 23, 2015 - Jun 6, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.85% Mar 27, 2012 - Sep 7, 2012 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -12.48% Jun 8, 2021 - Nov 5, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.15% Jul 3, 2014 - Dec 22, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.18% Mar 12, 2021 - Jun 1, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.67% Apr 7, 2011 - Jul 7, 2011 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.57% Sep 14, 2012 - Dec 24, 2012 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.33% Feb 6, 2026 - Apr 17, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.10% Jul 31, 2024 - Sep 19, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.69% Jan 22, 2018 - May 10, 2018 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between VIOV and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
VIOV vs SPY dividend yield comparison.
| Year | VIOV | SPY |
|---|---|---|
| 2026 | 0.36% | 0.50% |
| 2025 | 1.69% | 1.07% |
| 2024 | 1.78% | 1.21% |
| 2023 | 2.18% | 1.40% |
| 2022 | 3.62% | 1.65% |
| 2021 | 3.19% | 1.20% |
| 2020 | 2.84% | 1.52% |
| 2019 | 3.19% | 1.75% |
| 2018 | 3.51% | 2.04% |
| 2017 | 2.85% | 1.80% |
| 2016 | 2.34% | 2.03% |
| 2015 | 2.64% | 2.06% |
| 2014 | 2.53% | 1.87% |
| 2013 | 1.82% | 1.81% |
| 2012 | 2.62% | 2.18% |
| 2011 | 2.18% | 2.05% |
| 2010 | 2.40% | 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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