Data as of Oct 28, 2026.
SPYM vs VIG: Differences, Returns & Fees
Over the year to Oct 28, 2026, SPYM returned +13.7% to VIG's +13.9%; 41% of their weight is in the same names.
askIQ about this page
askIQ about SPYM and VIG
Net assets: $185.0bn on Oct 27, 2026 for State Street SPDR Portfolio S&P 500 ETF, and $109.1bn on Sep 30, 2026 for Vanguard Div Appreciation ETF.
Pair scorecard
SPYM costs 0.02 points a year less; their one-year returns differ by 0.2 points; SPYM is 1.6 times larger.
| Measure | SPYM | VIG |
|---|---|---|
| Return | ||
| Total return, 1 year | +13.7% | +13.9% |
| Benchmark | ||
| What it tracks | S&P 500 Index | S&P U.S. Dividend Growers Index |
| Cost and size | ||
| Expense ratio | 0.02% | 0.04% |
| Net assets, as of Sep 30, 2026 | $173.6bn | $109.1bn |
| Holdings | ||
| Holdings in common | 41% | |
| Top ten holdings, share of the fund | 38.1% | 34.5% |
Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method
Risk and return
May 5, 2006 to Oct 23, 2026 · 1,068 weekly returnsSPYM returned more: +747.0% to +619.3%. VIG swung slightly less: 15.7% to 17.3%. VIG fell less at its worst: −45.9% to −53.9%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | SPYM | VIG | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +747.0% | +619.3% | SPYM | Price change plus distributions, reinvested. |
| Annualized | +11.0% | +10.1% | SPYM (slight) | Total return as a yearly rate. |
| Price return | +485.1% | +379.5% | SPYM | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 17.3% | 15.7% | VIG (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 12.2% | 11.0% | VIG | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −53.9% | −45.9% | VIG | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.59 | 0.58 | Tie | Return above Treasury bills per unit of volatility. |
| Sortino | 0.83 | 0.83 | Tie | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.20 | 0.22 | VIG (slight) | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,068 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, SPYM and VIG hold 41% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.
half
41% in common
Only in one fund ↓
Side by side
SPYM and VIG on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
SPYM and VIG are built for the same job. How do they differ in cost, holdings and results?
- What each follows. SPYM follows S&P 500 Index and VIG follows S&P U.S. Dividend Growers Index.
- Holdings in common. 41% of the weight is in the same securities (holdings dated Oct 27, 2026 and Sep 30, 2026).
- One-year total return (similar). Over 1 year to Oct 28, 2026 SPYM returned +13.7% and VIG +13.9% with distributions reinvested, a gap of 0.2 points.
Data as of Oct 28, 2026.
The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.
SPYM
SPYM tracks the S&P 500. Over the year to Oct 28, 2026 it returned +13.7% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.02% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 506 positions, with the top ten at 38.1%.
VIG
VIG tracks an index of Dividend growth. Over the year to Oct 28, 2026 it returned +13.9% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer as of Sep 30, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 335 positions, with the top ten at 34.5%.
Questions people ask
- Which returned more over the last year, SPYM or VIG?
- In the year to Oct 28, 2026, with distributions reinvested, SPYM returned +13.7% and VIG +13.9%.
- Which is cheaper, SPYM or VIG?
- SPYM is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, SPYM against VIG, data as of Oct 28, 2026. https://etfiq.com/compare/any/spym-vs-vig
ETFIQ. (Oct 28, 2026). SPYM against VIG. Retrieved from https://etfiq.com/compare/any/spym-vs-vig
[SPYM against VIG (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/spym-vs-vig)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.