SPY vs VBCC

Quick Verdict

VBCC has a lower expense ratio. SPY offers more diversification with 503 holdings.

Lower Fees: VBCCHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricSPYVBCCWinner
Expense Ratio0.09%0.08%
AUM$789.1B$39M
Dividend Yield1.01%0.45%
Holdings505418
YTD Return+13.79%+1.30%
1Y Return+23.66%-
3Y Return (annualized)+21.40%-
5Y Return (annualized)+13.37%-
Volatility (annualized)15.3%-
Max Drawdown-56.5%-0.8%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityFixed Income
InceptionJan 22, 1993Mar 10, 2026

SPY vs VBCC Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Vanguard Target Maturity 2029 Corporate Bond ETF (VBCC) is a ETF from Vanguard (US). Year to date, SPY is up 13.79% versus a gain of 1.30% for VBCC.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for SPY and -0.8% for VBCC. 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 VBCC 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 0.45% for VBCC.

Holdings Overlap

0.1%overlap

SPY and VBCC share 1 holdings out of 920 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in VBCCDifference
KDP0.07%0.13%0.06%

Frequently Asked Questions

Which is cheaper, SPY or VBCC?

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

What is the holdings overlap between SPY and VBCC?

SPY and VBCC share 1 common holdings with a 0.1% weight overlap. Combined, they hold 920 unique securities.

Which pays a higher dividend, SPY or VBCC?

SPY yields 1.01% while VBCC yields 0.45%, so SPY currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →