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VIG vs SPYD

Vanguard Dividend Appreciation Index Fund ETF Shares vs State Street SPDR Portfolio S&P 500 High Dividend ETF

VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard

Annual cost

0.04%

Fund size

$124.6B

SPYD

State Street SPDR Portfolio S&P 500 High Dividend ETF

State Street Investment Management

Annual cost

0.07%

Fund size

$7.4B

Key differences

  • VIG is significantly larger than SPYD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VIG has delivered higher annualized returns.
  • VIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VIGSPYD
Annual cost (TER)0.04%0.07%
Fund size (AUM)$124.6B$7.4B
Since20062015
Dividend yield1.51%4.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.1%+18.8%
CAGR 3Y+16.5%+14.8%
CAGR 5Y+10.6%+6.9%
Sharpe 3Y1.020.78
Volatility 1Y10.18%11.72%
Max drawdown-31.72%-46.42%

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

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