SPY vs. VIG
Compare and contrast key facts about SPDR S&P 500 ETF (SPY) and Vanguard Dividend Appreciation ETF (VIG).
SPY and VIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006. Both SPY and VIG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPY or VIG.
Correlation
The correlation between SPY and VIG is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SPY vs. VIG - Performance Comparison
Key characteristics
SPY:
0.50
VIG:
0.54
SPY:
0.88
VIG:
0.95
SPY:
1.13
VIG:
1.14
SPY:
0.56
VIG:
0.64
SPY:
2.17
VIG:
2.62
SPY:
4.85%
VIG:
3.62%
SPY:
20.02%
VIG:
15.77%
SPY:
-55.19%
VIG:
-46.81%
SPY:
-7.65%
VIG:
-5.88%
Returns By Period
In the year-to-date period, SPY achieves a -3.42% return, which is significantly lower than VIG's -1.37% return. Over the past 10 years, SPY has outperformed VIG with an annualized return of 12.35%, while VIG has yielded a comparatively lower 11.20% annualized return.
SPY
-3.42%
2.87%
-5.06%
9.87%
15.76%
12.35%
VIG
-1.37%
3.05%
-4.46%
8.49%
13.19%
11.20%
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SPY vs. VIG - Expense Ratio Comparison
SPY has a 0.09% expense ratio, which is higher than VIG's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SPY vs. VIG — Risk-Adjusted Performance Rank
SPY
VIG
SPY vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P 500 ETF (SPY) and Vanguard Dividend Appreciation ETF (VIG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SPY vs. VIG - Dividend Comparison
SPY's dividend yield for the trailing twelve months is around 1.27%, less than VIG's 1.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
VIG Vanguard Dividend Appreciation ETF | 1.85% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
SPY vs. VIG - Drawdown Comparison
The maximum SPY drawdown since its inception was -55.19%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for SPY and VIG. For additional features, visit the drawdowns tool.
Volatility
SPY vs. VIG - Volatility Comparison
SPDR S&P 500 ETF (SPY) has a higher volatility of 7.48% compared to Vanguard Dividend Appreciation ETF (VIG) at 5.63%. This indicates that SPY's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.