Which returned more over the last year, SDY or VTWO?

In the year to Sep 12, 2026, with distributions reinvested, SDY returned +11.0% and VTWO returned +21.4%, so VTWO returned more. One year is one year; the longer windows are in the table.

Which is cheaper, SDY or VTWO?

SDY charges 0.35% a year and VTWO charges 0.07%, so VTWO is cheaper. Fees come from each fund's prospectus.

How much do SDY and VTWO overlap with the S&P 500?

By their latest filed holdings, 85% of SDY and 0% of VTWO by weight is stocks the S&P 500 already holds. Between the two funds, 2% of their books are the same securities at the same weight.

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

SDY vs VTWO: how they differ

SDY and VTWO hold 2% of their weight in the same names, and VTWO returned more over the year.

State Street(R) SPDR(R) S&P(R) Dividend ETF and Vanguard Russell 2000 Index Fund.

What they hold in common

By the books each fund has filed, SDY and VTWO hold 2% of their money in the same securities at the same weight.

Positions SDY and VTWO both hold, largest shared weight first
Holding	SDY	VTWO
UMB Financial Corp	0.45%	0.28%
United Bankshares Inc/WV	0.29%	0.18%
New Jersey Resources Corp	0.27%	0.16%
Black Hills Corp	0.26%	0.16%
Spire Inc	0.23%	0.14%
ONE Gas Inc	0.22%	0.14%
Franklin Electric Co Inc	0.18%	0.11%
Polaris Inc	0.16%	0.11%
Badger Meter Inc	0.27%	0.11%
HB Fuller Co	0.15%	0.10%
Avista Corp	0.16%	0.10%
Community Financial System Inc	0.16%	0.10%

Largest positions each one holds and the other does not
Only in SDY	Only in VTWO
Verizon Communications Inc 2.15%	Bloom Energy Corp 1.83%
Realty Income Corp 2.14%	Credo Technology Group Holding Ltd 1.12%
Kenvue Inc 1.76%	Sterling Infrastructure Inc 0.76%
Kimberly-Clark Corp 1.75%	Fabrinet 0.69%
AbbVie Inc 1.63%	Nextpower Inc 0.67%
QUALCOMM Inc 1.57%	IonQ Inc 0.63%
Texas Instruments Inc 1.56%	Coeur Mining Inc 0.58%
Target Corp 1.55%	TTM Technologies Inc 0.52%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.

SDY and VTWO on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	SDY State Street(R) SPDR(R) S&P(R) Dividend ETF	VTWO Vanguard Russell 2000 Index Fund
Where it sits	Core index fund	Core index fund
Issuer	State Street	Vanguard
What it is	SPDR S&P Dividend	Russell 2000
Total return, 1 year	+11.0%	+21.4%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−6.5 pts	+3.9 pts
Expense ratio	0.35%	0.07%
Already in the S&P 500	84.6%	0.5%
Holdings	155	1951

SDY in plain words

SDY is an index equity fund tracking the SPDR S&P Dividend. Over the year to Sep 11, 2026 it returned +11.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Jun 30, 2026, 85% of the fund by weight is stocks the S&P 500 also holds, across 155 positions, with the top ten at 17.1%. It sat 3.9% below its high of Aug 24, 2026 on Sep 11, 2026.

VTWO in plain words

VTWO is an index equity fund tracking the Russell 2000. Over the year to Sep 11, 2026 it returned +21.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.07% a year. By its holdings filed for May 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1951 positions, with the top ten at 7.8%. It sat 5.3% below its high of Aug 14, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, SDY or VTWO?: In the year to Sep 12, 2026, with distributions reinvested, SDY returned +11.0% and VTWO returned +21.4%, so VTWO returned more. One year is one year; the longer windows are in the table.
Which is cheaper, SDY or VTWO?: SDY charges 0.35% a year and VTWO charges 0.07%, so VTWO is cheaper. Fees come from each fund's prospectus.
How much do SDY and VTWO overlap with the S&P 500?: By their latest filed holdings, 85% of SDY and 0% of VTWO by weight is stocks the S&P 500 already holds. Between the two funds, 2% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

SDY against VTWO, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, SDY against VTWO, data as of Sep 12, 2026. https://etfiq.com/compare/any/SDY-VTWO Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources