SPY vs VEGI

SPY vs VEGI

Which is better, SPY or VEGI?

Large Cap Blend against Mid Cap Value.

SPY has a lower expense ratio. SPY led over 3Y, 5Y and the full window, VEGI over 1Y. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 65.7%.

Lower Fees: SPYHigher Returns: splitLess 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

MetricSPYVEGI
Expense Ratio0.09%Best0.39%
AUM$814.4B$153M
Dividend Yield1.01%1.89%
Holdings505166
YTD Return+12.71%+25.81%Best
1Y Return+19.36%+23.36%Best
3Y Return (annualized)+21.09%Best+9.85%
5Y Return (annualized)+12.69%Best+6.51%
Volatility (annualized)14.0%Best16.1%
Max Drawdown-34.1%Best-39.7%
$10,000 over 5 years$18,173Best$13,707
Top 10 Weight38.0%Best65.7%
Fund FamilyState Street Investment ManagementiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendMid Cap Value
InceptionJan 22, 1993Jan 31, 2012

Volatility and max drawdown are measured over the window both funds cover: Feb 2, 2012 to Sep 8, 2026 (14.6 years).

SPY vs VEGI 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 covers the 14.6 years both funds cover.

SPY vs VEGI Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and iShares MSCI Agriculture Producers ETF (VEGI) is an ETF from iShares by BlackRock (US). Over the past year SPY returned +19.36% while VEGI returned +23.36%. Year to date, SPY is up 12.71% versus a gain of 25.81% for VEGI.

Over three years, SPY compounded at +21.09% per year against +9.85% for VEGI; over five years the annualized figures are +12.69% and +6.51% respectively. Across the full 15-year window we track, SPY has the edge at +13.33% annualized vs +5.32%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VEGI has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 14.0% 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 -34.1% for SPY and -39.7% for VEGI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPY charges 0.09% per year while VEGI charges 0.39%. On a $10,000 position that is $9 vs $39 annually, a gap of $30 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 1.89% for VEGI.

Holdings Overlap

SPY already in VEGI0.4%
VEGI already in SPY52.6%

0.4% of SPY's money is in holdings VEGI also owns. 52.6% of VEGI's money is in holdings SPY also owns.

The two portfolios partly overlap.

6 positions in common, counted across the 503 positions we hold weights for in SPY and 129 in VEGI, against full books of 505 and 166.

What only one of them owns

Our book lists 15 positions for VEGI that do not appear in our book for SPY (10.1% of the fund), and 487 for SPY that do not appear in VEGI (99.0%).

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 VEGIDifference
DEDeere & Co.0.23%28.22%27.99%
CTVACorteva Inc.0.08%9.88%9.80%
ADMArcher-Daniels-Midland Co.0.06%7.23%7.17%
CFCf Industries Ho0.03%3.41%3.38%
BGBunge Global Sa Common Shares0.02%2.53%2.51%
MOSMosaic Co.0.01%1.35%1.34%

52.6% of VEGI 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.

SPYVEGI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SPY or VEGI?

SPY has an expense ratio of 0.09% while VEGI charges 0.39%. SPY is the cheaper option, by $30 a year on a $10,000 investment.

Which performed better, SPY or VEGI?

Over the past year SPY returned +19.36% vs +23.36% for VEGI, so VEGI leads on 1-year performance. Over the longest common window we track (15 years), SPY annualized +13.33% vs +5.32% for VEGI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SPY or VEGI?

VEGI has been the more volatile fund at 16.1% annualized versus 14.0% for SPY. Worst drawdown: SPY -34.1% vs VEGI -39.7%.

Should I hold both SPY and VEGI?

SPY and VEGI have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SPY and VEGI?

52.6% of VEGI's money is in holdings SPY also owns. 52.6% of VEGI's is in holdings SPY also owns. They hold 6 positions in common, counted across the 503 positions we hold weights for in SPY and 129 in VEGI.

Which pays a higher dividend, SPY or VEGI?

SPY yields 1.01% while VEGI yields 1.89%, so VEGI currently pays the higher dividend yield.

Is VEGI better than SPY?

SPY has a lower expense ratio. SPY led over 3Y, 5Y and the full window, VEGI over 1Y. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 65.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.