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VIG vs SDY

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

VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard

Annual cost

0.04%

Fund size

$124.6B

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

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

VIGSDY
Annual cost (TER)0.04%0.35%
Fund size (AUM)$124.6B$22.0B
Since20062005
Dividend yield1.51%2.46%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.1%+14.8%
CAGR 3Y+16.5%+10.1%
CAGR 5Y+10.6%+6.2%
Sharpe 3Y1.020.56
Volatility 1Y10.18%10.48%
Max drawdown-31.72%-36.70%

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

Similar to VIG and SDY