SPY vs VDIGX

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricSPYVDIGXWinner
Expense Ratio0.09%0.22%
AUM$789.1B$36.4B
Dividend Yield1.01%1.87%
Holdings50555
YTD Return+13.39%-0.12%
1Y Return+22.52%-8.96%
3Y Return (annualized)+21.36%-3.11%
5Y Return (annualized)+13.19%-2.91%
Volatility (annualized)15.3%16.1%
Max Drawdown-56.5%-32.6%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionJan 22, 1993May 15, 1992

SPY vs VDIGX Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and Vanguard Dividend Growth Fund Investor Class (VDIGX) is a mutual fund from Vanguard (US). Over the past year SPY returned +22.52% while VDIGX returned -8.96%. Year to date, SPY is up 13.39% versus a loss of 0.12% for VDIGX.

Over three years, SPY compounded at +21.36% per year against -3.11% for VDIGX; over five years the annualized figures are +13.19% and -2.91% respectively. Across the full 5-year window we track, SPY has the edge at +8.84% annualized vs -2.91%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VDIGX has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -56.5% for SPY and -32.6% for VDIGX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPY charges 0.09% per year while VDIGX charges 0.22%. On a $10,000 position that is $9 vs $22 annually, a gap of $13 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 1.87% for VDIGX.

Holdings Overlap

27.2%overlap

SPY and VDIGX share 44 holdings out of 506 unique holdings combined, representing a 27.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in VDIGXDifference
AAPL7.09%3.25%3.84%
MSFT4.43%4.71%0.28%
AVGO2.73%4.97%2.24%
GOOGLProProPro
LLYProProPro
MAProProPro
VProProPro
TXNProProPro
NOCProProPro
HDProProPro
FundXLS Pro
See all 10 holdings SPY shares with VDIGX
Exact weights in each fund and the difference, for every overlapping position.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, SPY or VDIGX?

SPY has an expense ratio of 0.09% while VDIGX charges 0.22%. SPY is the cheaper option. On a $10,000 investment, that is $13 per year of difference.

Which performed better, SPY or VDIGX?

Over the past year SPY returned +22.52% vs -8.96% for VDIGX, so SPY leads on 1-year performance. Over the longest common window we track (5 years), SPY annualized +8.84% vs -2.91% for VDIGX. Past performance does not guarantee future results.

Which is riskier, SPY or VDIGX?

VDIGX has been the more volatile fund at 16.1% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs VDIGX -32.6%.

Should I hold both SPY and VDIGX?

SPY and VDIGX have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and VDIGX?

SPY and VDIGX share 44 common holdings with a 27.2% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, SPY or VDIGX?

SPY yields 1.01% while VDIGX yields 1.87%, so VDIGX currently pays the higher dividend yield.

Get Full ETF Analytics

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