Compare · 2 funds side by side · dividends reinvested

DFIP and VIG

DFIPDimensional×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,638VIG · best of the two

02 / 04

DFIP and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.4

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.32%−0.3%−0.5%+4.4%[…]−4.3%3.7%$1.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFIP 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Inflation-Protected Securities ETF · $1.1B$11,371

DFIP

VIG

Vanguard Dividend Appreciation ETF · $109B$16,775

$10,000 three years ago, dividends reinvested

DFIPMeasureVIG

−0.3%Year to dateJan 1 → Nov 9+14.8%

−0.5%1 yearTotal return+17.6%

+4.4%3 years · per year$10,000 became $11,371 · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

0.11%Expense ratio$11 · $4 a year on $10k · lower is better0.04%

5.32%Trailing 12-mo yield$532 · $146 a year on $10k1.46%

−4.3%Worst dropSmaller is better−7.9%

3.7%VolatilityLower is calmer11.0%

DFIPVIG Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFIP vs VIG: Top 5 Holdings

Today

DFIP

[…]in top 5

VIG

in top 522.1%

DFIPStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

DFIP vs VIG Returns, Every Period

DimensionalDFIP

−0.5%

past year

VIGVanguard

+17.6%

past year

DFIPVIGFaded: behind in that period

0–3VIG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: DFIP vs VIG

YTD

DimensionalDFIP

−0.3%

VIGVanguard

+14.8%

−0.3%Year to date+14.8%

−4.3%Worst drop · 1Y−7.9%

3.7%Volatility · 1Y11.0%

5.3%Yield1.5%

$1.1BAssets$109B

3–1DFIP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIP, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DFIP0.11%$11

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFIP, VIG

5.32%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.32%$532

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFIP, VIG

Today

[…]holdings […]

DFIPVIG

DFIP—[…]

VIG[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.6%VIG, at 11.0% volatility

DFIPWorst drop−4.3%3.7% vol

VIGWorst drop−7.9%11.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPVIG

−0.3%Year to date+14.8%

5.3%Yield1.5%

−0.5%Past year+17.6%

0.11%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026