StockComparison Logo
vs

VOE vs SPY

Comparison between VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES (VOE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed VOE, delivering a return of +13.2% compared to +9.4%

VOE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VOE
$37B
Winner
SPY
$784B
Expense Ratio
Winner
VOE
0.05%
SPY
0.09%
Max Drawdown
VOE
63.37%
Winner
SPY
56.47%
Sharpe Ratio
Winner
VOE
1.61
SPY
1.54
5Y Beta
Winner
VOE
0.68
SPY
1.00
P/E Ratio
Winner
VOE
20.16
SPY
27.62
Forward P/E
Winner
VOE
13.09
SPY
21.11
PEG Ratio
VOE
0.50
SPY
N/A
5Y Dividends CAGR
Winner
VOE
12.81%
SPY
6.00%
5Y EPS CAGR
VOE
10.90%
Winner
SPY
25.30%
Debt to Equity
VOE
35.09%
Winner
SPY
31.11%
P/S Ratio
Winner
VOE
1.25
SPY
3.49
P/B Ratio
Winner
VOE
2.37
SPY
5.30

VOE vs SPY - Holdings Comparison

VOE and SPY have 162 common holdings. Overlap is 9.82%

VOE's top 25 holdings weight is 28.97%. SPY's top 25 holdings weight is 51.24%.

RankVOESPY
#1
CUMMINS INC (CMI) - 1.64%
NVIDIA CORP (NVDA) - 7.81%
#2
SLB LTD (SLB) - 1.50%
APPLE INC (AAPL) - 6.81%
#3
CRH PLC (CRH) - 1.40%
MICROSOFT CORP (MSFT) - 4.53%
#4
VALERO ENERGY CORP (VLO) - 1.34%
AMAZON.COM INC (AMZN) - 3.72%
#5
WESTERN DIGITAL CORP (WDC) - 1.30%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
MARATHON PETROLEUM CORP (MPC) - 1.29%
BROADCOM INC (AVGO) - 2.77%
#7
PHILLIPS 66 (PSX) - 1.27%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
GENERAL MOTORS CO (GM) - 1.23%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
BAKER HUGHES CO CLASS A (BKR) - 1.22%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
DIGITAL REALTY TRUST INC (DLR) - 1.22%
TESLA INC (TSLA) - 1.76%
#11
n/a (WBD) - 1.13%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
PACCAR INC (PCAR) - 1.10%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.10%
ELI LILLY AND CO (LLY) - 1.38%
#14
UNITED RENTALS INC (URI) - 1.07%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
NEWMONT CORP (NEM) - 1.07%
EXXON MOBIL CORP (XOM) - 0.92%
#16
KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.06%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
L3HARRIS TECHNOLOGIES INC (LHX) - 1.06%
VISA INC CLASS A (V) - 0.87%
#18
TARGET CORP (TGT) - 1.04%
INTEL CORP (INTC) - 0.85%
#19
ONEOK INC (OKE) - 1.03%
WALMART INC (WMT) - 0.82%
#20
CENCORA INC (COR) - 1.01%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
ALLSTATE CORP (ALL) - 1.00%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
DOMINION ENERGY INC (D) - 1.00%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
CORTEVA INC (CTVA) - 0.98%
CATERPILLAR INC (CAT) - 0.68%
#24
CHENIERE ENERGY INC (LNG) - 0.97%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
ARTHUR J. GALLAGHER & CO (AJG) - 0.94%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings180505

VOE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VOE
+1.41%
SPY
-1.37%
3M
VOE
+8.21%
Winner
SPY
+12.22%
6M
Winner
VOE
+10.94%
SPY
+7.20%
1Y
VOE
+23.08%
Winner
SPY
+23.58%
5Y(CAGR)
VOE
+9.42%
Winner
SPY
+13.19%
10Y(CAGR)
VOE
+10.47%
Winner
SPY
+15.12%
Max(CAGR)
Winner
VOE
+9.37%
SPY
+8.44%

VOE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVOESPY
2026+10.72%+7.95%
2025+12.46%+18.00%
2024+13.71%+25.59%
2023+10.01%+26.72%
2022-7.96%-18.64%
2021+31.13%+30.52%
2020+2.62%+17.28%
2019+27.88%+31.09%
2018-12.88%-5.24%
2017+16.14%+20.78%
2016+16.61%+13.59%
2015-1.89%+1.31%
2014+15.31%+14.56%
2013+34.58%+29.00%
2012+14.82%+14.17%
2011-1.60%+0.85%
2010+20.01%+13.14%
2009+34.45%+22.67%
2008-35.63%-36.25%
2007-4.15%+5.32%
2006+12.70%+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

VOE vs SPY Drawdown Comparison

The maximum drawdown for VOE was -61.51%, occurring on Mar 9, 2009. Recovery took 983 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current VOE drawdown is -1.07%. The current SPY drawdown is -3.18%.

RankVOESPY
#1-61.51%
Jun 4, 2007 - Apr 27, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-43.20%
Feb 12, 2020 - Dec 4, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.10%
Apr 29, 2011 - Mar 13, 2012		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.49%
Jan 26, 2018 - Jul 24, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.69%
Apr 20, 2022 - Feb 22, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.45%
Nov 29, 2024 - Aug 22, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.04%
May 21, 2015 - Jul 12, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.49%
Mar 26, 2012 - Sep 6, 2012		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.46%
Sep 5, 2014 - Nov 5, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.79%
Jan 13, 2022 - Mar 29, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.06%
Jul 24, 2019 - Sep 11, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.93%
Feb 26, 2026 - Apr 30, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.80%
May 17, 2013 - Jul 11, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.78%
Nov 15, 2021 - Dec 29, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.78%
Jun 8, 2021 - Aug 11, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VOE and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

VOE vs SPY dividend yield comparison.

YearVOESPY
20260.51%0.50%
20252.10%1.07%
20242.11%1.21%
20232.27%1.40%
20222.27%1.65%
20211.78%1.20%
20202.36%1.52%
20192.05%1.75%
20182.75%2.04%
20171.86%1.80%
20161.92%2.03%
20152.05%2.06%
20141.67%1.87%
20131.53%1.81%
20121.93%2.18%
20112.20%2.05%
20101.91%1.80%
20091.95%1.95%
20082.91%3.02%
20072.05%1.85%
20060.64%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: VOE vs SPY

More Comparisons

Compare with similar stocks