ETF comparison

SDYvsVIG

Both Dividend.

State Street SPDR S&P Dividend ETF · Vanguard Dividend Appreciation Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
29.6%

118 positions appear in both funds. Buying equal dollars of SDY and VIG would leave roughly29.6%of each dollar exposed to the same underlying securities.

SDY only 70.1%Shared 29.6%VIG only 69.8%
In SDY only
38 positions
Shared
118 positions
In VIG only
214 positions

Side by side

SDY

State Street SPDR S&P Dividend ETF

State Street · Dividend

80composite / 100
Expense ratio
0.35%
Net assets
$21.78B
TTM yield
2.45%
Top-10 conc.
17.1%
VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard · Dividend

89composite / 100
Expense ratio
0.040%
Net assets
$132.41B
TTM yield
1.51%
Top-10 conc.
32.5%

Sub-score comparison

65
Cost
96
76
Tax efficiency
77
100
Liquidity
100
90
Concentration
68
Tracking quality
SDYsub-scoreVIG

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

VIG is 31 bps cheaper than SDY. On a $100,000 position that's about $310/yr more in fees for SDY.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with SDY vs VIG.

Top shared holdings

118 shared in total
#HoldingIn SDYIn VIGOverlap
1AbbVie Inc1.62%1.68%1.62%
2Coca-Cola Co/The1.26%1.37%1.26%
3Procter & Gamble Co/The1.25%1.54%1.25%
4Texas Instruments Inc1.55%1.15%1.15%
5Johnson & Johnson0.99%2.49%0.99%
6PepsiCo Inc1.33%0.98%0.98%
7International Business Machines Corp1.27%0.97%0.97%
8Exxon Mobil Corp0.93%2.90%0.93%
9NextEra Energy Inc1.08%0.92%0.92%
10McDonald's Corp0.89%0.94%0.89%
11QUALCOMM Inc1.57%0.86%0.86%
12Abbott Laboratories1.00%0.71%0.71%

Only in SDY

38 total
  • Verizon Communications Inc2.14%
  • Realty Income Corp2.14%
  • Kenvue Inc1.75%
  • Kimberly-Clark Corp1.75%
  • Target Corp1.55%
  • Edison International1.45%
  • WEC Energy Group Inc1.41%
  • Eversource Energy1.35%
  • Consolidated Edison Inc1.33%
  • Southern Co/The1.33%

Only in VIG

214 total
  • Broadcom Inc5.18%
  • Apple Inc4.07%
  • JPMorgan Chase & Co3.59%
  • Eli Lilly & Co3.34%
  • Visa Inc2.33%
  • Mastercard Inc1.84%
  • Cisco Systems Inc1.63%
  • Bank of America Corp1.57%
  • UnitedHealth Group Inc1.51%
  • Home Depot Inc/The1.47%

Open SDY or VIG at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.