All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

VIG vs. SPY: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Thu 2006-04-27💬 to Tue 2026-11-10 Overall
Return 		Exponential
Trendline
VIG × 		+649.05%
+10.30%/yr 		+11.14%/yr
R2=0.964
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SPY × 		+732.27%
+10.87%/yr 		+12.09%/yr
R2=0.946
State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2006-04-27💬 to Tue 2026-11-10 Start
Value 		End
Value
VIG × 		$10,000.00
2006-04-27 		$74,904.60
2026-11-10
SPY × 		$10,000.00
2006-04-27 		$83,226.79
2026-11-10

This Year’s Performance

through 2026-11-10

  YTD YoY
VIG × 		+15.08% +16.89%
SPY × 		+10.83% +11.24%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
VIG × 		−1.11%
on 2026-11-10
from 2026-11-04 peak 		−46.81%
on 2009-03-09
from 2007-10-09 peak
SPY × 		−3.74%
on 2026-11-10
from 2026-10-06 peak 		−55.19%
on 2009-03-09
from 2007-10-09 peak

Rolling Returns

Period ending Tue 2026-11-10 1 yr 2 yr 3 yr 5 yr 10 yr
VIG × 		+16.89% +27.27%
+12.81%/yr 		+65.56%
+18.30%/yr 		+64.36%
+10.45%/yr 		+260.61%
+13.69%/yr
SPY × 		+11.24% +28.26%
+13.25%/yr 		+76.48%
+20.85%/yr 		+72.94%
+11.58%/yr 		+304.82%
+15.01%/yr

Annual Returns

Year VIG SPY
2026 (YTD) +15.08% +10.83%
2025 +14.17% +17.72%
2024 +16.99% +24.89%
2023 +14.51% +26.18%
2022 −9.81% −18.18%
2021 +23.76% +28.73%
2020 +15.43% +18.33%
2019 +29.62% +31.22%
2018 −2.08% −4.57%
2017 +22.22% +21.71%
2016 +11.96% +12.00%
2015 −1.94% +1.23%
2014 +10.08% +13.46%
2013 +28.87% +32.31%
2012 +11.65% +15.99%
2011 +6.16% +1.89%
2010 +14.74% +15.06%
2009 +19.58% +26.35%
2008 −26.69% −36.79%
2007 +5.63% +5.15%
2006 +8.55% +15.85%
2005 — +4.83%
2004 — +10.70%
2003 — +28.18%
2002 — −21.58%
2001 — −11.76%
2000 — −9.74%
1999 — +20.39%
1998 — +28.69%
1997 — +33.48%
1996 — +22.56%
1995 — +38.03%
1994 — +0.40%
1993 — +8.64%