StockComparison Logo
vs

VTHR vs SPY

Comparison between VANGUARD RUSSELL 3000 INDEX FUND ETF SHARES (VTHR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed VTHR, delivering a return of +13.2% compared to +12.0%

VTHR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VTHR
$6.10B
Winner
SPY
$784B
Expense Ratio
Winner
VTHR
0.06%
SPY
0.09%
Max Drawdown
Winner
VTHR
34.61%
SPY
56.47%
Sharpe Ratio
VTHR
1.52
Winner
SPY
1.54
5Y Beta
Winner
VTHR
0.99
SPY
1.00
P/E Ratio
Winner
VTHR
25.31
SPY
27.62
Forward P/E
Winner
VTHR
19.65
SPY
21.11
5Y Dividends CAGR
Winner
VTHR
11.94%
SPY
6.00%
5Y EPS CAGR
VTHR
23.26%
Winner
SPY
25.30%
Debt to Equity
Winner
VTHR
26.27%
SPY
31.11%
P/S Ratio
Winner
VTHR
2.99
SPY
3.49
P/B Ratio
Winner
VTHR
4.64
SPY
5.30

VTHR vs SPY - Holdings Comparison

VTHR and SPY have 451 common holdings. Overlap is 82.80%

VTHR's top 25 holdings weight is 45.89%. SPY's top 25 holdings weight is 51.24%.

RankVTHRSPY
#1
NVIDIA CORP (NVDA) - 6.30%
NVIDIA CORP (NVDA) - 7.81%
#2
APPLE INC (AAPL) - 6.18%
APPLE INC (AAPL) - 6.81%
#3
MICROSOFT CORP (MSFT) - 5.55%
MICROSOFT CORP (MSFT) - 4.53%
#4
AMAZON.COM INC (AMZN) - 3.40%
AMAZON.COM INC (AMZN) - 3.72%
#5
BROADCOM INC (AVGO) - 2.83%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
ALPHABET INC CLASS A (GOOGL) - 2.83%
BROADCOM INC (AVGO) - 2.77%
#7
ALPHABET INC CLASS C (GOOG) - 2.31%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
META PLATFORMS INC CLASS A (META) - 2.15%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
TESLA INC (TSLA) - 1.84%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.44%
TESLA INC (TSLA) - 1.76%
#11
JPMORGAN CHASE & CO (JPM) - 1.32%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
ELI LILLY AND CO (LLY) - 1.31%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
VISA INC CLASS A (V) - 0.87%
ELI LILLY AND CO (LLY) - 1.38%
#14
JOHNSON & JOHNSON (JNJ) - 0.76%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
EXXON MOBIL CORP (XOM) - 0.76%
EXXON MOBIL CORP (XOM) - 0.92%
#16
WALMART INC (WMT) - 0.73%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
NETFLIX INC (NFLX) - 0.69%
VISA INC CLASS A (V) - 0.87%
#18
MASTERCARD INC CLASS A (MA) - 0.68%
INTEL CORP (INTC) - 0.85%
#19
COSTCO WHOLESALE CORP (COST) - 0.62%
WALMART INC (WMT) - 0.82%
#20
ABBVIE INC (ABBV) - 0.61%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
n/a (PLTR) - 0.56%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
BANK OF AMERICA CORP (BAC) - 0.55%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
THE HOME DEPOT INC (HD) - 0.54%
CATERPILLAR INC (CAT) - 0.68%
#24
ADVANCED MICRO DEVICES INC (AMD) - 0.53%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
PROCTER & GAMBLE CO (PG) - 0.53%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings2206505

VTHR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VTHR
-0.79%
SPY
-1.37%
3M
Winner
VTHR
+12.48%
SPY
+12.22%
6M
Winner
VTHR
+7.51%
SPY
+7.20%
1Y
Winner
VTHR
+23.89%
SPY
+23.58%
5Y(CAGR)
VTHR
+12.01%
Winner
SPY
+13.19%
10Y(CAGR)
VTHR
+14.68%
Winner
SPY
+15.12%
Max(CAGR)
Winner
VTHR
+14.23%
SPY
+8.44%

VTHR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVTHRSPY
2026+8.39%+7.95%
2025+17.24%+18.00%
2024+24.36%+25.59%
2023+26.49%+26.72%
2022-19.65%-18.64%
2021+27.37%+30.52%
2020+19.94%+17.28%
2019+30.68%+31.09%
2018-6.19%-5.24%
2017+20.70%+20.78%
2016+14.56%+13.59%
2015+1.19%+1.31%
2014+13.97%+14.56%
2013+30.16%+29.00%
2012+14.00%+14.17%
2011-0.15%+0.85%
2010+12.80%+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+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%

VTHR vs SPY Drawdown Comparison

The maximum drawdown for VTHR was -34.61%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

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

The current VTHR drawdown is -2.71%. The current SPY drawdown is -3.18%.

RankVTHRSPY
#1-34.61%
Feb 19, 2020 - Aug 12, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-25.07%
Dec 27, 2021 - Dec 14, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.32%
Apr 29, 2011 - Feb 16, 2012		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.21%
Sep 20, 2018 - Apr 23, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.36%
Feb 19, 2025 - Jun 27, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.09%
Jun 23, 2015 - Jun 8, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.16%
Apr 2, 2012 - Sep 6, 2012		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.87%
Jan 26, 2018 - Jul 25, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.57%
Sep 2, 2020 - Nov 9, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.91%
Jan 27, 2026 - Apr 14, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.62%
Jul 16, 2024 - Sep 19, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.54%
Sep 14, 2012 - Jan 2, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.32%
Sep 17, 2014 - Oct 31, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.92%
May 3, 2019 - Jun 20, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.22%
Jul 26, 2019 - Oct 28, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VTHR 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)

VTHR vs SPY dividend yield comparison.

YearVTHRSPY
20260.52%0.50%
20251.08%1.07%
20241.19%1.21%
20231.47%1.40%
20221.52%1.65%
20211.16%1.20%
20201.37%1.52%
20191.65%1.75%
20181.89%2.04%
20171.63%1.80%
20161.82%2.03%
20151.84%2.06%
20141.66%1.87%
20131.57%1.81%
20121.80%2.18%
20111.51%2.05%
20100.47%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%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: VTHR vs SPY

More Comparisons

Compare with similar stocks