Screener
SPDV vs VIG
AAM S&P 500 High Dividend Value ETF vs Vanguard Dividend Appreciation Index Fund ETF Shares
Key differences
- VIG costs 0.25% less per year.
- VIG is significantly larger than SPDV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SPDV has delivered higher annualized returns.
- VIG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPDV | VIG | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.04% |
| Fund size (AUM) | $90M | $124.6B |
| Since | 2017 | 2006 |
| Dividend yield | 3.38% | 1.51% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.6% | +21.1% |
| CAGR 3Y | +17.5% | +16.5% |
| CAGR 5Y | +8.2% | +10.6% |
| Sharpe 3Y | 0.92 | 1.02 |
| Volatility 1Y | 12.32% | 10.18% |
| Max drawdown | -43.81% | -31.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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