HomeCompareVIG vs SM

VIG vs SM: Dividend Comparison 2026

VIG yields 1.64% · SM yields 2.55%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SM wins by $191.52M in total portfolio value· pulled ahead in Year 2
10 years
VIG
Vanguard Dividend Appreciation ETF
● Live price
1.64%
Share price
$210.70
Annual div
$3.45
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.4K
Annual income
$179.15
Full VIG calculator →
SM
SM
● Live price
2.55%
Share price
$32.13
Annual div
$0.82
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$191.56M
Annual income
$178,145,793.19
Full SM calculator →

Portfolio growth — VIG vs SM

📍 SM pulled ahead of the other in Year 2

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodVIGSM
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
📅

Dividend Calendar Overlap

Combined, VIG + SM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
VIG pays
SM pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

VIG
Annual income on $10K today (after 15% tax)
$139.33/yr
After 10yr DRIP, annual income (after tax)
$152.28/yr
SM
Annual income on $10K today (after 15% tax)
$216.93/yr
After 10yr DRIP, annual income (after tax)
$151,423,924.21/yr
At 15% tax rate, SM beats the other by $151,423,771.93/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of VIG + SM for your $10,000?

VIG: 50%SM: 50%
100% SM50/50100% VIG
Portfolio after 10yr
$95.79M
Annual income
$89,072,986.18/yr
Blended yield
92.98%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SM right now

VIG
No analyst data
SM
Analyst Ratings
31
Buy
17
Hold
5
Sell
Consensus: Buy
Price Target
$29.00
-9.7% upside vs current
Range: $19.00 — $49.00
Altman Z
1.7
Piotroski
6/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VIG buys
9
SM buys
0
PoliticianChamberTickerTypeAmountDate
Thomas R. Carper🏛 Senate$VIG▲ Buy$1,001 - $15,0002024-05-16
Lindsey Graham🏛 Senate$VIG▼ Sell$15,001 - $50,0002024-01-26
Lindsey Graham🏛 Senate$VIG▼ Sell$15,001 - $50,0002024-01-26
Lindsey Graham🏛 Senate$VIG▼ Sell$15,001 - $50,0002023-12-28
Ro Khanna🏢 House$VIG▼ Sell$15,001 - $50,0002023-05-04
K. Michael Conaway🏢 House$VIG▲ Buy$50,001 - $100,0002020-12-10
K. Michael Conaway🏢 House$VIG▲ Buy$50,001 - $100,0002020-12-10
Joe Courtney🏢 House$VIG▼ Sell$1,001 - $15,0002020-10-09
K. Michael Conaway🏢 House$VIG▼ Sell$50,001 - $100,0002020-09-08
K. Michael Conaway🏢 House$VIG▲ Buy$15,001 - $50,0002020-05-19
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVIGSM
Forward yield1.64%2.55%
Annual dividend / share$3.45$0.82
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%100%
Portfolio after 10y$32.4K$191.56M
Annual income after 10y$179.15$178,145,793.19
Total dividends collected$1.7K$190.53M
Payment frequencyquarterlyquarterly
SectorETFEnergy

Year-by-year: VIG vs SM ($10,000, DRIP)

YearVIG PortfolioVIG Income/yrSM PortfolioSM Income/yrGap
1$11,304$163.92$11,210$510.43+$94.00VIG
2← crossover$12,759$166.33$13,065$1,069.55$306.00SM
3$14,382$168.52$16,309$2,329.84$1.9KSM
4$16,192$170.52$22,887$5,436.27$6.7KSM
5$18,210$172.34$38,749$14,259.57$20.5KSM
6$20,460$173.98$86,586$45,125.35$66.1KSM
7$22,968$175.48$281,125$188,477.75$258.2KSM
8$25,763$176.83$1,444,621$1,143,816.65$1.42MSM
9$28,878$178.05$12,532,176$10,986,431.99$12.50MSM
10$32,350$179.15$191,555,222$178,145,793.19$191.52MSM

VIG vs SM: Complete Analysis 2026

VIGETF

Seeks to track the performance of the S&P U.S. Dividend Growers Index.Passively managed, full-replication approach.Fund remains fully invested.Large-cap equity, emphasizing stocks with a record of growing their dividends year over year.Low expenses minimize net tracking error.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.

Full VIG Calculator →

SMEnergy

SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the state of Texas. As of February 24, 2022, it had 492.0 million barrels of oil equivalent of estimated proved reserves. It also has working interests in 825 gross productive oil wells and 483 gross productive gas wells in the Midland Basin and South Texas. The company was formerly known as St. Mary Land & Exploration Company and changed its name to SM Energy Company in May 2010. SM Energy Company was founded in 1908 and is headquartered in Denver, Colorado.

Full SM Calculator →
📬

Get this VIG vs SM comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

VIG vs DGROVIG vs SCHDVIG vs NOBLVIG vs VYMVIG vs DGRWVIG vs JEPIVIG vs OVIG vs KO

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.