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SDY vs VIG

State Street SPDR S&P Dividend ETF vs Vanguard Dividend Appreciation Index Fund ETF Shares

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard

Annual cost

0.04%

Fund size

$124.6B

Key differences

  • VIG costs 0.31% less per year.
  • VIG is significantly larger than SDY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VIG has delivered higher annualized returns.

Side-by-side comparison

SDYVIG
Annual cost (TER)0.35%0.04%
Fund size (AUM)$22.0B$124.6B
Since20052006
Dividend yield2.46%1.51%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.8%+21.1%
CAGR 3Y+10.1%+16.5%
CAGR 5Y+6.2%+10.6%
Sharpe 3Y0.561.02
Volatility 1Y10.48%10.18%
Max drawdown-36.70%-31.72%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SDY and VIG