VIS vs SPY
Comparison between VANGUARD INDUSTRIALS INDEX FUND ETF SHARES (VIS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed VIS, delivering a return of +13.3% compared to +12.4%
VIS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VIS
$7.60B
Winner
SPY
$652B
Expense Ratio
VIS
0.09%
SPY
0.09%
Max Drawdown
VIS
64.92%
Winner
SPY
56.47%
Sharpe Ratio
VIS
1.67
Winner
SPY
2.07
5Y Beta
Winner
VIS
0.96
SPY
1.00
P/E Ratio
VIS
35.15
Winner
SPY
28.24
Forward P/E
VIS
25.66
Winner
SPY
21.85
5Y Dividends CAGR
Winner
VIS
17.53%
SPY
5.43%
5Y EPS CAGR
VIS
11.04%
Winner
SPY
25.79%
Debt to Equity
VIS
78.92%
Winner
SPY
22.35%
P/S Ratio
Winner
VIS
2.55
SPY
3.55
P/B Ratio
VIS
6.09
Winner
SPY
5.29
VIS vs SPY - Holdings Comparison
VIS and SPY have 45 common holdings. Overlap is 5.68%
VIS's top 25 holdings weight is 46.40%. SPY's top 25 holdings weight is 51.32%.
| Rank | VIS | SPY |
|---|---|---|
| #1 | CATERPILLAR INC (CAT) - 5.09% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | GE AEROSPACE (GE) - 4.59% | APPLE INC (AAPL) - 6.48% |
| #3 | RTX CORP (RTX) - 3.97% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | GE VERNOVA INC (GEV) - 3.64% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | BOEING CO (BA) - 2.39% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | DEERE & CO (DE) - 2.22% | BROADCOM INC (AVGO) - 3.09% |
| #7 | HONEYWELL INTERNATIONAL INC (HON) - 2.20% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | UBER TECHNOLOGIES INC (UBER) - 2.18% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | EATON CORP PLC (ETN) - 2.13% | TESLA INC (TSLA) - 1.73% |
| #10 | LOCKHEED MARTIN CORP (LMT) - 1.93% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | UNION PACIFIC CORP (UNP) - 1.89% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | PARKER HANNIFIN CORP (PH) - 1.73% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | WASTE MANAGEMENT INC (WM) - 1.42% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | NORTHROP GRUMMAN CORP (NOC) - 1.42% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.42% | WALMART INC (WMT) - 0.91% |
| #16 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.40% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | HOWMET AEROSPACE INC (HWM) - 1.35% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | QUANTA SERVICES INC (PWR) - 1.26% | VISA INC CLASS A (V) - 0.85% |
| #19 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.26% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | n/a (JCI) - 1.23% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | XPO INC (XPO) - 0.35% | INTEL CORP (INTC) - 0.65% |
| #22 | VERALTO CORP (VLTO) - 0.34% | NETFLIX INC (NFLX) - 0.64% |
| #23 | EQUIFAX INC (EFX) - 0.34% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | WOODWARD INC (WWD) - 0.33% | CHEVRON CORP (CVX) - 0.58% |
| #25 | TRS:UNION PACIFIC CORP USD 2026-AUG-31 (n/a) - 0.32% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 351 | 505 |
VIS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
VIS
+2.78%
Winner
SPY
+9.11%
3M
VIS
+0.77%
Winner
SPY
+6.59%
6M
Winner
VIS
+15.13%
SPY
+10.56%
1Y
Winner
VIS
+32.96%
SPY
+32.04%
5Y(CAGR)
VIS
+12.39%
Winner
SPY
+13.35%
10Y(CAGR)
VIS
+14.19%
Winner
SPY
+15.49%
Max(CAGR)
Winner
VIS
+11.05%
SPY
+8.50%
VIS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VIS | SPY |
|---|---|---|
| 2026 | +11.56% | +8.27% |
| 2025 | +18.83% | +18.00% |
| 2024 | +18.12% | +25.59% |
| 2023 | +22.19% | +26.72% |
| 2022 | -8.00% | -18.64% |
| 2021 | +23.59% | +30.52% |
| 2020 | +10.50% | +17.28% |
| 2019 | +29.54% | +31.09% |
| 2018 | -14.61% | -5.24% |
| 2017 | +20.68% | +20.78% |
| 2016 | +22.33% | +13.59% |
| 2015 | -3.34% | +1.31% |
| 2014 | +9.87% | +14.56% |
| 2013 | +38.60% | +29.00% |
| 2012 | +14.90% | +14.17% |
| 2011 | -3.14% | +0.85% |
| 2010 | +24.99% | +13.14% |
| 2009 | +17.66% | +22.67% |
| 2008 | -38.84% | -36.25% |
| 2007 | +12.73% | +5.32% |
| 2006 | +15.04% | +13.85% |
| 2005 | +6.29% | +5.32% |
| 2004 | +12.23% | +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% |
VIS vs SPY Drawdown Comparison
The maximum drawdown for VIS was -63.49%, occurring on Mar 9, 2009. Recovery took 1308 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current VIS drawdown is -1.88%.
| Rank | VIS | SPY |
|---|---|---|
| #1 | -63.49% Oct 9, 2007 - Dec 18, 2012 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -42.43% Feb 12, 2020 - Nov 9, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -24.39% Sep 21, 2018 - Jul 24, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -22.97% Nov 16, 2021 - Jun 29, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.79% Nov 29, 2024 - Jun 27, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -15.94% Feb 24, 2015 - Apr 27, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.44% May 9, 2006 - Dec 27, 2006 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.27% Aug 1, 2023 - Dec 12, 2023 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.29% Mar 2, 2026 - May 6, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.59% Jun 9, 2014 - Nov 6, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.90% Jul 19, 2007 - Oct 5, 2007 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.86% Jan 26, 2018 - Sep 18, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.76% Jul 24, 2019 - Sep 13, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.53% Mar 7, 2005 - Nov 10, 2005 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.26% Jan 15, 2014 - Mar 4, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between VIS 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)
VIS vs SPY dividend yield comparison.
| Year | VIS | SPY |
|---|---|---|
| 2026 | 0.23% | 0.24% |
| 2025 | 1.01% | 1.07% |
| 2024 | 1.23% | 1.21% |
| 2023 | 1.36% | 1.40% |
| 2022 | 1.52% | 1.65% |
| 2021 | 1.11% | 1.20% |
| 2020 | 1.38% | 1.52% |
| 2019 | 1.68% | 1.75% |
| 2018 | 1.90% | 2.04% |
| 2017 | 1.60% | 1.80% |
| 2016 | 1.81% | 2.03% |
| 2015 | 1.94% | 2.06% |
| 2014 | 1.57% | 1.87% |
| 2013 | 1.06% | 1.81% |
| 2012 | 2.09% | 2.18% |
| 2011 | 1.96% | 2.05% |
| 2010 | 1.31% | 1.80% |
| 2009 | 1.39% | 1.95% |
| 2008 | 2.59% | 3.02% |
| 2007 | 1.34% | 1.85% |
| 2006 | 1.14% | 1.73% |
| 2005 | 0.79% | 1.73% |
| 2004 | 0.58% | 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% |
Select Stocks to Compare
Popular: VIS vs SPY
More Comparisons
Compare with similar stocks