VUG vs. SPYG

This is a comparison between VUG and SPYG. The table below summarizes the key parameters for these two funds across several dimensions: return, expense ratio, net assets, segment and tax-cost ratio.

SPYG VUG
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Large Cap Growth
Net Assets $2.03B $33.39B
Expense Ratio 0.04% 0.06%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P 500 Growth Index CRSP US Large Cap Growth Index
YTD Return 7.11% 7.07%
1-Year Return 20.53% 19.32%
3-Year Return 14.27% 13.31%
5-Year Return 15.84% 15.37%
10-Year Return 11.62% 11.18%
1-Year Tax Cost Ratio 0.59% 0.29%
VUG description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. The Fund employs a "passive management"--or indexing--investment approach designed to track the performance of the MSCI US Prime Market Growth Index.

VUG returns
YTD Return 7.07%
1-Month Return 1.15%
3-Month Return 5.88%
1-Year Return 19.32%
3-Year Return 13.31%
5-Year Return 15.37%
10-Year Return 11.18%
VUG expense ratio is 0.06%
VUG holdings

Top 10 Holdings (28.50% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.81%
Facebook Inc A FB 3.85%
Amazon.com Inc AMZN 3.73%
Alphabet Inc A GOOGL 2.76%
Alphabet Inc C GOOG 2.69%
The Home Depot Inc HD 1.83%
Visa Inc Class A V 1.83%
Comcast Corp Class A CMCSA 1.72%
Philip Morris International Inc PM 1.64%
Coca-Cola Co KO 1.64%
SPYG description

The Fund seeks to approximate, before expenses, the investment results of the Dow Jones Large Cap Growth Index. When possible, the Fund generally will invest in all of the stocks comprising the Index in proportion to their weightings in the Index.

SPYG returns
YTD Return 7.11%
1-Month Return 0.56%
3-Month Return 5.15%
1-Year Return 20.53%
3-Year Return 14.27%
5-Year Return 15.84%
10-Year Return 11.62%
SPYG expense ratio is 0.04%
SPYG holdings

Top 10 Holdings (30.80% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.03%
Microsoft Corp MSFT 5.16%
Amazon.com Inc AMZN 3.54%
Facebook Inc A FB 3.44%
Alphabet Inc A GOOGL 2.48%
Alphabet Inc C GOOG 2.48%
Johnson & Johnson JNJ 1.84%
UnitedHealth Group Inc UNH 1.64%
Visa Inc Class A V 1.62%
The Home Depot Inc HD 1.57%
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