Both VIG and SDY are ETFs. VIG has a higher 5-year return than SDY (10.97% vs 9.91%). VIG has a lower expense ratio than SDY (0.06% vs 0.35%). Below is the comparison between VIG and SDY.

Segment Equity: U.S. - High Dividend Yield Equity: U.S. - Total Market
Issuer State Street Global Advisors Vanguard
Net Assets $17.96B $36.75B
Expense Ratio 0.35% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.38% 1.75%
Underlying Index S&P High Yield Dividend Aristocrats Index NASDAQ US Dividend Achievers Select Index
YTD Return 12.32% 21.97%
1-Year Return 3.71% 10.38%
3-Year Return 8.89% 13.88%
5-Year Return 9.91% 10.97%
10-Year Return 13.00% 12.96%

VIG description

The Fund seeks to track the performance of the Dividend Achievers Select Index that measures the investment return of common stocks of companies that have a record of increasing dividends over time.

VIG returns

YTD Return 21.97%
1-Month Return 0.59%
3-Month Return 9.65%
1-Year Return 10.38%
3-Year Return 13.88%
5-Year Return 10.97%
10-Year Return 12.96%
VIG expense ratio is 0.06%.

VIG holdings

Top 10 Holdings (34.91% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.47%
Visa Inc Class A V 4.38%
Walmart Inc WMT 4.17%
Procter & Gamble Co PG 4.16%
Johnson & Johnson JNJ 3.81%
Comcast Corp Class A CMCSA 3.54%
McDonald's Corp MCD 2.95%
Abbott Laboratories ABT 2.74%
Medtronic PLC MDT 2.42%
Union Pacific Corp UNP 2.27%

SDY description

The Fund seeks to replicate as closely as possible, before expenses, the price and yield of the S&P High Yield Dividend Aristocrats Index. The Fund uses a passive management strategy designed to track the price and yield performance of the Dividend Index.

SDY returns

YTD Return 12.32%
1-Month Return -2.40%
3-Month Return 4.31%
1-Year Return 3.71%
3-Year Return 8.89%
5-Year Return 9.91%
10-Year Return 13.00%
SDY expense ratio is 0.35%.

SDY holdings

Top 10 Holdings (16.50% of Total Assets)

Name Symbol % Assets
AT&T Inc T 2.62%
International Business Machines Corp IBM 1.79%
AbbVie Inc ABBV 1.71%
People's United Financial Inc PBCT 1.58%
Old Republic International Corp ORI 1.57%
Cardinal Health Inc CAH 1.5%
Chevron Corp CVX 1.49%
Coca-Cola Co KO 1.44%
Realty Income Corp O 1.41%
Eaton Vance Corp EV 1.39%
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