VIG vs SPY

Both VIG and SPY are ETFs. VIG has a higher 5-year return than SPY (8.34% vs 8.3%). VIG has a lower expense ratio than SPY (0.06% vs 0.09%). Below is the comparison between VIG and SPY.

SPY VIG
Segment Equity: U.S. - Large Cap Equity: U.S. - Total Market
Issuer State Street Global Advisors Vanguard
Net Assets $252.39B $39.98B
Expense Ratio 0.09% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.99% 1.85%
Underlying Index S&P 500 NASDAQ US Dividend Achievers Select Index
YTD Return -10.51% -10.63%
1-Year Return 2.51% 1.84%
3-Year Return 8.10% 8.68%
5-Year Return 8.30% 8.34%
10-Year Return 11.90% 10.97%

VIG description

The Fund seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that have a record of increasing dividends over time. The Fund attempts to replicate the Nasdaq US Dividend Achievers Select Index by investing its assets in the stocks that make up the Index.

VIG performance & returns

YTD Return -10.63%
1-Month Return 0.31%
3-Month Return -14.76%
1-Year Return 1.84%
3-Year Return 8.68%
5-Year Return 8.34%
10-Year Return 10.97%
VIG expense ratio is 0.06%.

VIG holdings

Top 10 Holdings (37.43% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.85%
Walmart Inc WMT 4.77%
Procter & Gamble Co PG 4.64%
Visa Inc Class A V 4.42%
Johnson & Johnson JNJ 3.99%
Comcast Corp Class A CMCSA 3.2%
Abbott Laboratories ABT 2.86%
McDonald's Corp MCD 2.61%
Costco Wholesale Corp COST 2.59%
Medtronic PLC MDT 2.5%

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SPY description

The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

SPY performance & returns

YTD Return -10.51%
1-Month Return 3.07%
3-Month Return -14.68%
1-Year Return 2.51%
3-Year Return 8.10%
5-Year Return 8.30%
10-Year Return 11.90%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (25.23% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.59%
Apple Inc AAPL 4.93%
Amazon.com Inc AMZN 3.77%
Facebook Inc A FB 1.86%
Berkshire Hathaway Inc B BRK.B 1.66%
Alphabet Inc A GOOGL 1.62%
Alphabet Inc Class C GOOG 1.61%
Johnson & Johnson JNJ 1.6%
JPMorgan Chase & Co JPM 1.31%
Visa Inc Class A V 1.28%

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