SPY vs VBCB

SPY vs VBCB
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Quick Verdict

VBCB has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: VBCBHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricSPYVBCBWinner
Expense Ratio0.09%0.08%
AUM$821.1B$68M
Dividend Yield1.01%0.71%
Holdings505158
YTD Return+12.93%+1.84%
1Y Return+20.62%-
3Y Return (annualized)+22.00%-
5Y Return (annualized)+13.33%-
Volatility (annualized)15.3%-
Max Drawdown-56.5%-0.3%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityFixed Income
InceptionJan 22, 1993Mar 10, 2026

SPY vs VBCB Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Vanguard Target Maturity 2028 Corporate Bond ETF (VBCB) is a ETF from Vanguard (US). Year to date, SPY is up 12.93% versus a gain of 1.84% for VBCB.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for SPY and -0.3% for VBCB. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SPY charges 0.09% per year while VBCB charges 0.08%. On a $10,000 position that is $9 vs $8 annually, a gap of $1 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 0.71% for VBCB.

Holdings Overlap

0.0%overlap

SPY and VBCB share 0 holdings out of 662 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SPY or VBCB?

SPY has an expense ratio of 0.09% while VBCB charges 0.08%. VBCB is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

What is the holdings overlap between SPY and VBCB?

SPY and VBCB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 662 unique securities.

Which pays a higher dividend, SPY or VBCB?

SPY yields 1.01% while VBCB yields 0.71%, so SPY currently pays the higher dividend yield.

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