SPY vs VUSG

SPY vs VUSG

Which is better, SPY or VUSG?

Large Cap Blend against Large Cap Growth.

SPY has a lower expense ratio. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 64.4%.

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

MetricSPYVUSG
Expense Ratio0.09%Best0.35%
AUM$804.7B$32M
Dividend Yield0.98%0.02%
Holdings50543
YTD Return+12.09%Best+8.14%
1Y Return+16.29%-
3Y Return (annualized)+21.20%-
5Y Return (annualized)+13.37%-
Top 10 Weight37.8%Best64.4%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionJan 22, 1993Nov 14, 2025

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

SPY vs VUSG 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 VUSG Performance

State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management and Vanguard Wellington US Growth Active ETF (VUSG) is an ETF from Vanguard (US). Year to date, SPY is up 12.09% versus a gain of 8.14% for VUSG.

Past performance does not guarantee future results.

Fees and Cost Over Time

SPY charges 0.09% per year while VUSG charges 0.35%. On a $10,000 position that is $9 vs $35 annually, a gap of $26 per year that compounds over a long holding period. On income, SPY currently yields 0.98% against 0.02% for VUSG.

Holdings Overlap

SPY already in VUSG40.4%
VUSG already in SPY77.6%

40.4% of SPY's money is in holdings VUSG also owns. 77.6% of VUSG's money is in holdings SPY also owns.

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

20 positions in common, counted across the 504 positions we hold weights for in SPY and 42 in VUSG, against full books of 505 and 43.

What only one of them owns

Our book lists 16 positions for VUSG that do not appear in our book for SPY (14.1% of the fund), and 477 for SPY that do not appear in VUSG (58.9%).

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 VUSGDifference
NVDANvidia Corp8.01%17.30%9.29%
GOOGLAlphabet Inc,class A2.99%12.07%9.08%
MSFTMicrosoft Corp5.66%7.00%1.34%
AAPLApple, Inc7.26%4.36%2.90%
AVGOBroadcom Inc2.66%5.48%2.82%
MUMicron Technology, Inc.1.60%4.92%3.32%
AMZNAmazon.Com Inc3.79%2.26%1.53%
LLYEli Lilly & Co.1.40%3.94%2.54%
AMDAdvanced Micro Devices Inc1.14%3.19%2.05%
METAMeta Platforms Inc1.93%2.30%0.37%

77.6% of VUSG 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.

SPYVUSG

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Frequently Asked Questions

Which is cheaper, SPY or VUSG?

SPY has an expense ratio of 0.09% while VUSG charges 0.35%. SPY is the cheaper option, by $26 a year on a $10,000 investment.

What is the holdings overlap between SPY and VUSG?

77.6% of VUSG's money is in holdings SPY also owns. 77.6% of VUSG's is in holdings SPY also owns. They hold 20 positions in common, counted across the 504 positions we hold weights for in SPY and 42 in VUSG.

Which pays a higher dividend, SPY or VUSG?

SPY yields 0.98% while VUSG yields 0.02%, so SPY currently pays the higher dividend yield.

Is VUSG 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 64.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.