ETF Versus

SPYV vs VB

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

Last updated: 2026-04-02

State Street SPDR Portfolio S&P 500 Value ETF (SPYV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2000, the fund has a 26-year track record.

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

Vanguard Small-Cap Index Fund ETF Shares (VB) is an exchange-traded fund that provides exposure to small-cap U.S. equities with higher growth potential and volatility. 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, VB has significantly outperformed with a 16.5% return vs 10.5%.

Key Metrics

Metric SPYV VB
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Value US Small Cap

Performance Chart

Indexed to 100 at start (5-year comparison)

75 91 107 123 139 155 2021-04 2022-06 2023-09 2024-12 2026-04
SPYV +47.1%
VB +20.7%

Performance Comparison

Period SPYV VB Difference
1 Month -3.87% -3.87% +0.00%
3 Months -0.54% +0.71% -1.25%
6 Months +1.51% +2.02% -0.51%
YTD -0.54% +0.71% -1.25%
1 Year +10.47% +16.54% -6.07%
3 Years +39.05% +39.02% +0.03%
5 Years +47.10% +20.71% +26.39%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SPYV Fees VB 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 SPYV VB
Annualized Volatility 14.4% 20.8%
Max Drawdown -19.1% -28.8%
Sharpe Ratio 0.30 0.07

Dividend Comparison

Metric SPYV VB
Annual Dividend (per share) $1.03 $3.50
Dividend Yield 1.82% 1.33%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose VB if...

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

Related Comparisons