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ETF comparison

SDY vs VIG

Both Dividend.

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

Holdings overlap

Weighted by ISIN/CUSIP
28.0 %

117 positions appear in both funds. Buying equal dollars of SDY and VIG would leave roughly 28.0% of each dollar exposed to the same underlying securities.

SDY unmatched 71.7% Shared 28.0% VIG unmatched 71.6%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In SDY only
38 positions
Shared
117 positions
In VIG only
216 positions

Side by side

SDY

State Street SPDR S&P Dividend ETF

State Street · Dividend

80 composite / 100
Expense ratio
0.35%
Net assets
$20.38B
TTM yield
2.38%
Top-10 conc.
17.1%
VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard · Dividend

89 composite / 100
Expense ratio
0.040%
Net assets
$127.60B
whole fund, 2 share classes
TTM yield
1.50%
Top-10 conc.
33.4%

Sub-score comparison

65
Cost
96
76
Tax efficiency
78
100
Liquidity
100
90
Concentration
67
—
Tracking quality
—
SDY sub-score VIG

Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with SDY vs VIG.

Top shared holdings

117 shared in total
# Holding In SDY In VIG Overlap
1 AbbVie Inc 1.62% 1.92% 1.62%
2 Coca-Cola Co/The 1.26% 1.47% 1.26%
3 Procter & Gamble Co/The 1.25% 1.45% 1.25%
4 Texas Instruments Inc 1.55% 1.08% 1.08%
5 Johnson & Johnson 0.99% 2.67% 0.99%
6 International Business Machines Corp 1.27% 0.91% 0.91%
7 McDonald's Corp 0.89% 0.83% 0.83%
8 PepsiCo Inc 1.33% 0.82% 0.82%
9 Abbott Laboratories 1.00% 0.80% 0.80%
10 NextEra Energy Inc 1.08% 0.78% 0.78%
11 QUALCOMM Inc 1.57% 0.67% 0.67%
12 Analog Devices Inc 0.61% 0.78% 0.61%

Only in SDY

38 total
  • Verizon Communications Inc 2.14%
  • Realty Income Corp 2.14%
  • Kenvue Inc 1.75%
  • Kimberly-Clark Corp 1.75%
  • Target Corp 1.55%
  • Edison International 1.45%
  • WEC Energy Group Inc 1.41%
  • Eversource Energy 1.35%
  • Consolidated Edison Inc 1.33%
  • Southern Co/The 1.33%

Only in VIG

216 total
  • Broadcom Inc 4.63%
  • Apple Inc 4.45%
  • JPMorgan Chase & Co 4.07%
  • Eli Lilly & Co 3.93%
  • ExxonMobil Holdings Corp 2.78%
  • Visa Inc 2.45%
  • Mastercard Inc 2.00%
  • Cisco Systems Inc 1.98%
  • Bank of America Corp 1.75%
  • UnitedHealth Group Inc 1.63%

Percentages are holdings overlap with the named fund.

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 methodology and 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.