VTWG vs SPY
Comparison between VANGUARD RUSSELL 2000 GROWTH INDEX FUND ETF SHARES (VTWG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed VTWG, delivering a return of +13.2% compared to +5.6%
VTWG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VTWG
$1.70B
Winner
SPY
$784B
Expense Ratio
Winner
VTWG
0.06%
SPY
0.09%
Max Drawdown
Winner
VTWG
42.40%
SPY
56.47%
Sharpe Ratio
VTWG
1.50
Winner
SPY
1.54
5Y Beta
VTWG
1.23
Winner
SPY
1.00
P/E Ratio
VTWG
113.05
Winner
SPY
27.62
Forward P/E
Winner
VTWG
19.90
SPY
21.11
5Y Dividends CAGR
Winner
VTWG
16.11%
SPY
6.00%
5Y EPS CAGR
VTWG
N/A
SPY
25.30%
Debt to Equity
Winner
VTWG
26.91%
SPY
31.11%
P/S Ratio
Winner
VTWG
2.40
SPY
3.49
P/B Ratio
Winner
VTWG
4.67
SPY
5.30
VTWG vs SPY - Holdings Comparison
VTWG and SPY have 1 common holdings. Overlap is -0.03%
VTWG's top 25 holdings weight is 23.10%. SPY's top 25 holdings weight is 51.24%.
| Rank | VTWG | SPY |
|---|---|---|
| #1 | BLOOM ENERGY CORP CLASS A (BE) - 3.41% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.09% | APPLE INC (AAPL) - 6.81% |
| #3 | SLBBH1142 (n/a) - 1.71% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | STERLING INFRASTRUCTURE INC (STRL) - 1.41% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | FABRINET (FN) - 1.29% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | IONQ INC CLASS A (IONQ) - 1.11% | BROADCOM INC (AVGO) - 2.77% |
| #7 | NEXTPOWER INC CLASS A (NXT) - 1.00% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | GUARDANT HEALTH INC (GH) - 0.88% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | SITIME CORP ORDINARY SHARES (SITM) - 0.87% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | RAMBUS INC (RMBS) - 0.86% | TESLA INC (TSLA) - 1.76% |
| #11 | DYCOM INDUSTRIES INC (DY) - 0.81% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | MODINE MANUFACTURING CO (MOD) - 0.80% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | SEMTECH CORP (SMTC) - 0.78% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | PLANET LABS PBC CLASS A (PL) - 0.76% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.65% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.64% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.62% | VISA INC CLASS A (V) - 0.87% |
| #18 | VIAVI SOLUTIONS INC (VIAV) - 0.61% | INTEL CORP (INTC) - 0.85% |
| #19 | BRIDGEBIO PHARMA INC (BBIO) - 0.58% | WALMART INC (WMT) - 0.82% |
| #20 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.58% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | SANMINA CORP (SANM) - 0.34% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | BRINKER INTERNATIONAL INC (EAT) - 0.34% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | ARCHROCK INC (AROC) - 0.32% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.32% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | GLAUKOS CORP (GKOS) - 0.32% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 1097 | 505 |
VTWG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VTWG
+4.36%
SPY
-1.37%
3M
Winner
VTWG
+22.81%
SPY
+12.22%
6M
Winner
VTWG
+16.97%
SPY
+7.20%
1Y
Winner
VTWG
+40.09%
SPY
+23.58%
5Y(CAGR)
VTWG
+5.57%
Winner
SPY
+13.19%
10Y(CAGR)
VTWG
+11.70%
Winner
SPY
+15.12%
Max(CAGR)
Winner
VTWG
+12.11%
SPY
+8.44%
VTWG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VTWG | SPY |
|---|---|---|
| 2026 | +18.96% | +7.95% |
| 2025 | +12.58% | +18.00% |
| 2024 | +16.28% | +25.59% |
| 2023 | +19.64% | +26.72% |
| 2022 | -27.33% | -18.64% |
| 2021 | +4.39% | +30.52% |
| 2020 | +34.55% | +17.28% |
| 2019 | +28.92% | +31.09% |
| 2018 | -10.03% | -5.24% |
| 2017 | +21.89% | +20.78% |
| 2016 | +14.43% | +13.59% |
| 2015 | +0.17% | +1.31% |
| 2014 | +7.43% | +14.56% |
| 2013 | +39.98% | +29.00% |
| 2012 | +13.18% | +14.17% |
| 2011 | -4.95% | +0.85% |
| 2010 | +21.68% | +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% |
VTWG vs SPY Drawdown Comparison
The maximum drawdown for VTWG was -42.07%, occurring on Jun 16, 2022. Recovery took 1169 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current VTWG drawdown is -1.45%. The current SPY drawdown is -3.18%.
| Rank | VTWG | SPY |
|---|---|---|
| #1 | -42.07% Feb 9, 2021 - Oct 6, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -40.36% Feb 19, 2020 - Aug 7, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -29.43% Apr 29, 2011 - Sep 14, 2012 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -28.77% Jun 23, 2015 - Dec 8, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -28.53% Aug 31, 2018 - Jan 14, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -14.88% Jan 22, 2026 - Apr 17, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -14.50% Mar 4, 2014 - Dec 24, 2014 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -11.04% Sep 14, 2012 - Jan 2, 2013 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -10.08% Oct 15, 2025 - Dec 10, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -8.87% Jan 26, 2018 - Mar 9, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.87% Sep 2, 2020 - Oct 7, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.69% Jan 22, 2014 - Feb 24, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.51% Oct 12, 2020 - Nov 5, 2020 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.28% Mar 12, 2018 - May 16, 2018 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.12% Jul 25, 2017 - Sep 18, 2017 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between VTWG and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
VTWG vs SPY dividend yield comparison.
| Year | VTWG | SPY |
|---|---|---|
| 2026 | 0.26% | 0.50% |
| 2025 | 0.64% | 1.07% |
| 2024 | 0.55% | 1.21% |
| 2023 | 0.79% | 1.40% |
| 2022 | 0.71% | 1.65% |
| 2021 | 0.54% | 1.20% |
| 2020 | 0.48% | 1.52% |
| 2019 | 0.72% | 1.75% |
| 2018 | 0.72% | 2.04% |
| 2017 | 0.64% | 1.80% |
| 2016 | 0.96% | 2.03% |
| 2015 | 0.72% | 2.06% |
| 2014 | 0.62% | 1.87% |
| 2013 | 0.56% | 1.81% |
| 2012 | 0.81% | 2.18% |
| 2011 | 0.30% | 2.05% |
| 2010 | 0.27% | 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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