VIG vs SPY

Both VIG and SPY are ETFs. VIG has a higher 5-year return than SPY (10.97% vs 9.98%). 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 $256.72B $36.75B
Expense Ratio 0.09% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.82% 1.75%
Underlying Index S&P 500 NASDAQ US Dividend Achievers Select Index
YTD Return 18.10% 21.97%
1-Year Return 2.74% 10.38%
3-Year Return 12.56% 13.88%
5-Year Return 9.98% 10.97%
10-Year Return 13.31% 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%

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 returns

YTD Return 18.10%
1-Month Return -1.67%
3-Month Return 6.76%
1-Year Return 2.74%
3-Year Return 12.56%
5-Year Return 9.98%
10-Year Return 13.31%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (21.61% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.28%
Apple Inc AAPL 3.63%
Amazon.com Inc AMZN 3.12%
Facebook Inc A FB 1.88%
Berkshire Hathaway Inc B BRK.B 1.6%
Alphabet Inc Class C GOOG 1.49%
JPMorgan Chase & Co JPM 1.49%
Alphabet Inc A GOOGL 1.46%
Johnson & Johnson JNJ 1.39%
Exxon Mobil Corp XOM 1.27%
Follow Us