SPY vs VDIG

SPY vs VDIG

Which is better, SPY or VDIG?

Large Cap Blend against Large Cap Value.

SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 43.4%.

Lower Fees: SPYLess Concentrated: SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSPYVDIG
Expense Ratio0.09%Best0.40%
AUM$804.7B$30M
Dividend Yield0.98%0.12%
Holdings50541
YTD Return+12.09%Best+1.58%
1Y Return+16.29%-
3Y Return (annualized)+21.20%-
5Y Return (annualized)+13.37%-
Top 10 Weight37.8%Best43.4%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJan 22, 1993Nov 14, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

SPY vs VDIG growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SPY vs VDIG Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Vanguard Wellington Dividend Growth Active ETF (VDIG) is an ETF from Vanguard (US). Year to date, SPY is up 12.09% versus a gain of 1.58% for VDIG.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while VDIG charges 0.40%. On a $10,000 position that is $9 vs $40 annually, a gap of $31 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.12% for VDIG.

Holdings Overlap

SPY already in VDIG31.0%
VDIG already in SPY87.4%

31.0% of SPY's money is in holdings VDIG also owns. 87.4% of VDIG's money is in holdings SPY also owns.

Most of VDIG is already inside SPY. Owning both mostly buys the same companies twice.

37 positions in common, counted across the 504 positions we hold weights for in SPY and 43 in VDIG, against full books of 505 and 41.

What only one of them owns

Our book lists 2 positions for VDIG that do not appear in our book for SPY (5.2% of the fund), and 460 for SPY that do not appear in VDIG (68.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SPYWeight in VDIGDifference
MSFTMicrosoft Corp5.66%6.08%0.42%
AAPLApple, Inc7.26%3.49%3.77%
AVGOBroadcom Inc2.66%5.41%2.75%
MAMastercard Inc0.71%6.08%5.37%
JPMJpmorgan Chase1.45%4.48%3.03%
LLYEli Lilly & Co.1.40%4.10%2.70%
GOOGLAlphabet Inc,class A2.99%2.01%0.98%
MRKMerck & Company Inc0.56%3.59%3.03%
BLKBlackrock Funding Inc/De0.25%3.41%3.16%
AMGNAmgen Inc.0.36%3.27%2.91%

87.4% of VDIG is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SPYVDIG

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Frequently Asked Questions

Which is cheaper, SPY or VDIG?

SPY has an expense ratio of 0.09% while VDIG charges 0.40%. SPY is the cheaper option, by $31 a year on a $10,000 investment.

What is the holdings overlap between SPY and VDIG?

87.4% of VDIG's money is in holdings SPY also owns. 87.4% of VDIG's is in holdings SPY also owns. They hold 37 positions in common, counted across the 504 positions we hold weights for in SPY and 43 in VDIG.

Which pays a higher dividend, SPY or VDIG?

SPY yields 0.98% while VDIG yields 0.12%, so SPY currently pays the higher dividend yield.

Is VDIG better than SPY?

SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 43.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.