VIG vs XLY

Vanguard Dividend Appreciation ETF vs Consumer Discretionary Select Sector SPDR

Quick take
  • VIG has the lower expense ratio at 0.04% vs 0.08% for XLY.
  • VIG pays a higher dividend yield (1.51%).

Side-by-side metrics

MetricVIGXLY
Expense ratio
Annual fee. Lower is better.
0.04%0.08%
Dividend yield
Trailing 12-month yield.
1.51%0.75%
AUM
Assets under management — bigger funds are typically more liquid.
$124.65B$23.13B
YTD return
4.98%0.58%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.791.18
P/E ratio
26.4530.83
Last price
$228.11$119.88
Inception
Issuer
VanguardState Street

VIG top holdings

Top holdings · VIG
AVGOBroadcom Inc4.07%
AAPLApple Inc4.03%
MSFTMicrosoft Corp3.81%
JPMJPMorgan Chase & Co3.53%
LLYEli Lilly and Co3.48%
XOMExxon Mobil Corp3.38%
JNJJohnson & Johnson2.81%
WMTWalmart Inc2.60%
VVisa Inc Class A2.26%
COSTCostco Wholesale Corp2.11%
Sector breakdown · VIG
Consumer Cyclical5.0%
Basic Materials3.5%
Consumer Defensive10.4%
Technology24.0%
Financial Services20.5%
Utilities3.3%
Industrials11.6%
Energy4.0%
Healthcare17.6%

XLY top holdings

Top holdings · XLY
AMZNAmazon.com Inc27.58%
TSLATesla Inc17.93%
HDThe Home Depot Inc5.47%
TJXTJX Companies Inc3.99%
MCDMcDonald's Corp3.91%
BKNGBooking Holdings Inc3.11%
LOWLowe's Companies Inc3.07%
SBUXStarbucks Corp2.75%
ORLYO'Reilly Automotive Inc1.92%
MARMarriott International Inc Class A1.82%
Sector breakdown · XLY
Consumer Cyclical98.9%
Technology0.9%
Industrials0.2%

About VIG

VIG (Vanguard Dividend Appreciation ETF) is US companies with a record of growing dividends. Managed by Vanguard, the fund carries $124.6B in assets under management, an expense ratio of 0.04%, a dividend yield of 1.51%. Its largest holding is Broadcom Inc (AVGO), which represents 4.1% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 5.0%.

About XLY

XLY (Consumer Discretionary Select Sector SPDR) is S&P 500 consumer discretionary sector. Managed by State Street, the fund carries $23.1B in assets under management, an expense ratio of 0.08%, a dividend yield of 0.75%. Its largest holding is Amazon.com Inc (AMZN), which represents 27.6% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 98.9%.