How Do the Vanguard S&P 500 Growth ETF and the State Street Small Cap Growth ETF Compare?

How Do the Vanguard S&P 500 Growth ETF and the State Street Small Cap Growth ETF Compare?

The selection between Vanguard S&P 500 Growth ETF (NYSEMKT:VOOG) and State Street SPDR S&P 600 Small Cap Growth ETF (NYSEMKT:SLYG) hinges on whether or not an investor prefers large-cap stability and tech dominance or the potential increased volatility of small-cap progress.

These two funds goal reverse ends of the market capitalization spectrum. While each prioritize progress elements, they function in several universes: one captures the titan firms of the U.S. financial system, and the different focuses on smaller corporations with excessive growth potential. This evaluation compares their prices, threat profiles, and portfolios.

Snapshot (price & measurement)

Beta measures worth volatility relative to the S&P 500; beta is calculated from month-to-month returns over the accessible fund historical past (as much as 5 years). The 1-yr return represents complete return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.

The Vanguard S&P 500 Growth ETF is the extra reasonably priced choice with an expense ratio of 0.07%, which is lower than half of the 0.15% charged by the State Street fund. While each supply modest revenue, the yield hole displays their main give attention to capital appreciation.

Performance & threat comparability

What’s inside

The Vanguard S&P 500 Growth ETF holds 212 shares and is closely tilted towards expertise at 52%, communication companies at 16%, and client cyclical at 9%. Its largest positions embrace NVIDIA Corp (NASDAQ:NVDA) at 13.64%, Microsoft Corp (NASDAQ:MSFT) at 7.80%, and Apple Inc (NASDAQ:AAPL) at 5.98%. The fund was launched in 2010. It has paid $0.37 per share over the trailing 12 months, which, at its current ~$80.29 share worth, yields 0.4%.

In distinction, the State Street SPDR S&P 600 Small Cap Growth ETF targets smaller corporations with prime holdings together with Viasat Inc (NASDAQ:VSAT) at 1.15%, Corcept Therapeutics Inc (NASDAQ:CORT) at 1.06%, and Alkermes Plc (NASDAQ:ALKS) at 1.01%. This fund holds 350 positions, with a extra balanced sector combine: industrials at 19%, expertise at 18%, and healthcare at 17%. It was launched in 2000. It has paid $0.76 per share over the trailing 12 months, which, at its current ~$114.58 share worth, yields 0.7%.

For extra steerage on ETF investing, take a look at the full information at this link.

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