VT vs SPY
Comparison between VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES (VT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed VT, delivering a return of +13.3% compared to +10.8%
VT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VT
$79B
Winner
SPY
$652B
Expense Ratio
Winner
VT
0.06%
SPY
0.09%
Max Drawdown
Winner
VT
50.59%
SPY
56.47%
Sharpe Ratio
VT
2.05
Winner
SPY
2.07
5Y Beta
Winner
VT
0.89
SPY
1.00
P/E Ratio
Winner
VT
26.09
SPY
28.24
Forward P/E
Winner
VT
20.73
SPY
21.85
PEG Ratio
VT
0.58
SPY
N/A
5Y Dividends CAGR
Winner
VT
13.57%
SPY
5.43%
5Y EPS CAGR
VT
N/A
SPY
25.79%
Debt to Equity
VT
26.40%
Winner
SPY
22.35%
P/S Ratio
VT
N/A
SPY
3.55
P/B Ratio
VT
N/A
SPY
5.29
VT vs SPY - Holdings Comparison
VT and SPY have 273 common holdings. Overlap is 49.56%
VT's top 25 holdings weight is 28.01%. SPY's top 25 holdings weight is 51.32%.
| Rank | VT | SPY |
|---|---|---|
| #1 | APPLE INC (AAPL) - 4.10% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | NVIDIA CORP (NVDA) - 3.59% | APPLE INC (AAPL) - 6.48% |
| #3 | MICROSOFT CORP (MSFT) - 3.58% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | AMAZON.COM INC (AMZN) - 2.35% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | META PLATFORMS INC CLASS A (META) - 1.47% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 1.28% | BROADCOM INC (AVGO) - 3.09% |
| #7 | TESLA INC (TSLA) - 1.28% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | BROADCOM INC (AVGO) - 1.20% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | ALPHABET INC CLASS C (GOOG) - 1.05% | TESLA INC (TSLA) - 1.73% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.81% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | JPMORGAN CHASE & CO (JPM) - 0.77% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | ELI LILLY AND CO (LLY) - 0.71% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | VISA INC CLASS A (V) - 0.57% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | EXXON MOBIL CORP (XOM) - 0.55% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | UNITEDHEALTH GROUP INC (UNH) - 0.53% | WALMART INC (WMT) - 0.91% |
| #16 | MASTERCARD INC CLASS A (MA) - 0.49% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | COSTCO WHOLESALE CORP (COST) - 0.46% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | WALMART INC (WMT) - 0.45% | VISA INC CLASS A (V) - 0.85% |
| #19 | PROCTER & GAMBLE CO (PG) - 0.45% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | NETFLIX INC (NFLX) - 0.44% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | THE HOME DEPOT INC (HD) - 0.44% | INTEL CORP (INTC) - 0.65% |
| #22 | JOHNSON & JOHNSON (JNJ) - 0.40% | NETFLIX INC (NFLX) - 0.64% |
| #23 | ABBVIE INC (ABBV) - 0.36% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | SALESFORCE INC (CRM) - 0.35% | CHEVRON CORP (CVX) - 0.58% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.33% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 314 | 505 |
VT vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
VT
+7.33%
Winner
SPY
+9.11%
3M
VT
+5.34%
Winner
SPY
+6.59%
6M
Winner
VT
+12.93%
SPY
+10.56%
1Y
Winner
VT
+33.27%
SPY
+32.04%
5Y(CAGR)
VT
+10.80%
Winner
SPY
+13.35%
10Y(CAGR)
VT
+12.87%
Winner
SPY
+15.49%
Max(CAGR)
Winner
VT
+8.87%
SPY
+8.50%
VT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VT | SPY |
|---|---|---|
| 2026 | +9.47% | +8.27% |
| 2025 | +22.68% | +18.00% |
| 2024 | +17.49% | +25.59% |
| 2023 | +21.95% | +26.72% |
| 2022 | -18.48% | -18.64% |
| 2021 | +18.95% | +30.52% |
| 2020 | +15.44% | +17.28% |
| 2019 | +26.97% | +31.09% |
| 2018 | -10.54% | -5.24% |
| 2017 | +23.48% | +20.78% |
| 2016 | +10.37% | +13.59% |
| 2015 | -1.60% | +1.31% |
| 2014 | +5.23% | +14.56% |
| 2013 | +20.32% | +29.00% |
| 2012 | +14.96% | +14.17% |
| 2011 | -8.33% | +0.85% |
| 2010 | +10.49% | +13.14% |
| 2009 | +29.17% | +22.67% |
| 2008 | -33.05% | -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% |
VT vs SPY Drawdown Comparison
The maximum drawdown for VT was -50.28%, occurring on Mar 9, 2009. Recovery took 632 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | VT | SPY |
|---|---|---|
| #1 | -50.28% Jun 26, 2008 - Dec 29, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -34.23% Feb 12, 2020 - Aug 24, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.39% Nov 8, 2021 - Jan 29, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -23.83% Apr 29, 2011 - Jan 2, 2013 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -19.97% Jan 26, 2018 - Oct 28, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -19.79% May 21, 2015 - Dec 13, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.51% Feb 18, 2025 - May 16, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.67% Feb 25, 2026 - Apr 15, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.40% Jul 3, 2014 - Feb 20, 2015 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -8.70% May 21, 2013 - Aug 2, 2013 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.13% Jul 16, 2024 - Aug 23, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.89% Feb 18, 2011 - Apr 4, 2011 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.37% Sep 2, 2020 - Nov 5, 2020 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.35% Dec 31, 2013 - Feb 24, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.38% Sep 3, 2021 - Oct 28, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between VT 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)
VT vs SPY dividend yield comparison.
| Year | VT | SPY |
|---|---|---|
| 2026 | 0.21% | 0.24% |
| 2025 | 1.82% | 1.07% |
| 2024 | 1.95% | 1.21% |
| 2023 | 2.08% | 1.40% |
| 2022 | 2.20% | 1.65% |
| 2021 | 1.82% | 1.20% |
| 2020 | 1.66% | 1.52% |
| 2019 | 2.32% | 1.75% |
| 2018 | 2.53% | 2.04% |
| 2017 | 2.11% | 1.80% |
| 2016 | 2.39% | 2.03% |
| 2015 | 2.45% | 2.06% |
| 2014 | 2.44% | 1.87% |
| 2013 | 2.06% | 1.81% |
| 2012 | 2.30% | 2.18% |
| 2011 | 2.36% | 2.05% |
| 2010 | 1.92% | 1.80% |
| 2009 | 1.54% | 1.95% |
| 2008 | 0.62% | 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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