Which returned more over the last year, SPYD or VNQ?

In the year to Sep 12, 2026, with distributions reinvested, SPYD returned +12.9% and VNQ returned +5.6%, so SPYD returned more. One year is one year; the longer windows are in the table.

Which is cheaper, SPYD or VNQ?

SPYD charges 0.07% a year and VNQ charges 0.13%, so SPYD is cheaper. Fees come from each fund's prospectus.

How much do SPYD and VNQ overlap with the S&P 500?

By their latest filed holdings, 100% of SPYD and 63% of VNQ by weight is stocks the S&P 500 already holds. Between the two funds, 19% 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.

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SPYD vs VNQ: how they differ

SPYD and VNQ hold 19% of their weight in the same names, and SPYD returned more over the year.

State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF and Vanguard Real Estate Index Fund.

What they hold in common

By the books each fund has filed, SPYD and VNQ hold 19% of their money in the same securities at the same weight.

Positions SPYD and VNQ both hold, largest shared weight first
Holding	SPYD	VNQ
Iron Mountain Inc	1.62%	1.98%
Simon Property Group Inc	1.45%	3.54%
Public Storage	1.33%	2.54%
Equity Residential	1.33%	1.26%
Realty Income Corp	1.21%	3.12%
Extra Space Storage Inc	1.20%	1.62%
VICI Properties Inc	1.13%	1.58%
American Tower Corp	1.10%	4.55%
Crown Castle Inc	1.04%	2.06%
Essex Property Trust Inc	1.36%	0.90%
Invitation Homes Inc	1.32%	0.89%
Kimco Realty Corp	1.46%	0.85%

Largest positions each one holds and the other does not
Only in SPYD	Only in VNQ
Franklin Resources Inc 1.57%	Vanguard Real Estate II Index Fund 14.67%
CVS Health Corp 1.53%	Welltower Inc 7.86%
Edison International 1.48%	Prologis Inc 7.02%
Target Corp 1.48%	Equinix Inc 5.66%
APA Corp 1.48%	Digital Realty Trust Inc 3.67%
Viatris Inc 1.46%	CBRE Group Inc 2.26%
EOG Resources Inc 1.44%	Ventas Inc 2.20%
Phillips 66 1.44%	AvalonBay Communities Inc 1.38%

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 Apr 30, 2026 and Jun 30, 2026.

SPYD and VNQ on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	SPYD State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF	VNQ Vanguard Real Estate Index Fund
Where it sits	Core index fund	Core index fund
Issuer	State Street	Vanguard
What it is	SPDR Portfolio S&P 500 High Dividend	US real estate
Total return, 1 year	+12.9%	+5.6%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−4.6 pts	−11.9 pts
Expense ratio	0.07%	0.13%
Already in the S&P 500	100.0%	63.3%
Holdings	78	146

SPYD in plain words

SPYD is an index equity fund tracking the SPDR Portfolio S&P 500 High Dividend. Over the year to Sep 11, 2026 it returned +12.9% 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 Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 78 positions, with the top ten at 15.1%. It sat 4.3% below its high of Aug 24, 2026 on Sep 11, 2026.

VNQ in plain words

VNQ is an index equity fund tracking the US real estate. Over the year to Sep 11, 2026 it returned +5.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.13% a year. By its holdings filed for Apr 30, 2026, 63% of the fund by weight is stocks the S&P 500 also holds, across 146 positions, with the top ten at 54.9%. It sat 6.1% below its high of Jul 28, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, SPYD or VNQ?: In the year to Sep 12, 2026, with distributions reinvested, SPYD returned +12.9% and VNQ returned +5.6%, so SPYD returned more. One year is one year; the longer windows are in the table.
Which is cheaper, SPYD or VNQ?: SPYD charges 0.07% a year and VNQ charges 0.13%, so SPYD is cheaper. Fees come from each fund's prospectus.
How much do SPYD and VNQ overlap with the S&P 500?: By their latest filed holdings, 100% of SPYD and 63% of VNQ by weight is stocks the S&P 500 already holds. Between the two funds, 19% 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.

SPYD against VNQ, 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, SPYD against VNQ, data as of Sep 12, 2026. https://etfiq.com/compare/any/SPYD-VNQ Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources