ETF Versus

SPYG vs VBR

State Street SPDR Portfolio S&P 500 Growth ETF vs Vanguard Small-Cap Value Index Fund ETF Shares

Last updated: 2026-04-02

SPYG

State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-10-02
VBR

Vanguard Small-Cap Value Index Fund ETF Shares (VBR) is an exchange-traded fund that provides exposure to us small cap value securities. Launched in 2004, the fund has a 22-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2004-01-30

Quick Verdict

Over the past year, SPYG has significantly outperformed with a 21.5% return vs 15.0%.

Key Metrics

Metric SPYG VBR
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Growth US Small Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

80 102 124 146 168 190 2021-04 2022-06 2023-09 2024-12 2026-04
SPYG +69.9%
VBR +29.6%

Performance Comparison

Period SPYG VBR Difference
1 Month -3.43% -4.01% +0.58%
3 Months -7.07% +1.73% -8.80%
6 Months -5.81% +3.54% -9.35%
YTD -7.07% +1.73% -8.80%
1 Year +21.54% +15.02% +6.52%
3 Years +78.00% +37.32% +40.68%
5 Years +69.92% +29.61% +40.31%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SPYG Fees VBR Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric SPYG VBR
Annualized Volatility 21.1% 19.9%
Max Drawdown -33.1% -25.1%
Sharpe Ratio 0.40 0.14

Dividend Comparison

Metric SPYG VBR
Annual Dividend (per share) $0.56 $4.14
Dividend Yield 0.57% 1.90%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose SPYG if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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