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VIG vs SDY
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.
| SDY | VIG | |
|---|---|---|
| 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% |
