ETF Versus

SPYV vs VUG

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

Last updated: 2026-04-02

SPYV

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
VUG

Vanguard Growth Index Fund ETF Shares (VUG) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. 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, VUG has significantly outperformed with a 17.0% return vs 10.5%.

Key Metrics

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

Performance Chart

Indexed to 100 at start (5-year comparison)

75 98 121 144 167 190 2021-04 2022-06 2023-09 2024-12 2026-04
SPYV +47.1%
VUG +66.0%

Performance Comparison

Period SPYV VUG Difference
1 Month -3.87% -3.87% +0.00%
3 Months -0.54% -9.18% +8.64%
6 Months +1.51% -8.96% +10.47%
YTD -0.54% -9.18% +8.64%
1 Year +10.47% +17.03% -6.56%
3 Years +39.05% +77.18% -38.13%
5 Years +47.10% +66.01% -18.91%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SPYV Fees VUG 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 VUG
Annualized Volatility 14.4% 22.2%
Max Drawdown -19.1% -36.0%
Sharpe Ratio 0.30 0.37

Dividend Comparison

Metric SPYV VUG
Annual Dividend (per share) $1.03 $1.99
Dividend Yield 1.82% 0.45%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose VUG if...

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

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