Compare · 2 funds side by side · dividends reinvested

AADR and VIG

AADRAdvisorShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

AADR and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.0

AdvisorShares Dorsey WrightUnsorted1.10%1.20%−6.6%−4.5%+20.2%+5.8%−19.3%21.4%$34M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: AADR 2010 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

AdvisorShares Dorsey Wright · $34M$13,265

AADR

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AADRMeasureVIG

−6.6%Year to dateJan 1 → Nov 4+16.4%

−4.5%1 yearTotal return+18.9%

+20.2%3 years · per year$10,000 became $17,367 · $17,533+20.6%

+5.8%5 years · per year$10,000 became $13,265 · $17,005+11.2%

1.10%Expense ratio$110 · $4 a year on $10k · lower is better0.04%

1.20%Trailing 12-mo yield$120 · $144 a year on $10k1.44%

−19.3%Worst dropSmaller is better−7.9%

21.4%VolatilityLower is calmer10.2%

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

0–8VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AADR vs VIG: Top 5 Holdings

Today

AADR

20.2%in top 5

VIG

in top 522.1%

AADRStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

4.7%MUFGnot top 5

4.6%BBVXFnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.8%GMABnot top 5

3.5%BCSnot top 5

3.5%TSMnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

AADR vs VIG Returns, Every Period

AdvisorSharesAADR

+5.8%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

AADRVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: AADR vs VIG

YTD

AdvisorSharesAADR

−6.6%

VIGVanguard

+16.4%

−6.6%Year to date+16.4%

−19.3%Worst drop · 1Y−7.9%

21.4%Volatility · 1Y10.2%

1.2%Yield1.4%

$33.9MAssets$109B

4–0VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AADR, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

AADR1.10%$110

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AADR, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

AADR1.20%$120

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

AADR$120 − $110 = $10

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AADR, VIG

Today

0.0%most shared, AADR and VIG

AADRVIG

AADR—0.0%

VIG0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

AADRWorst drop−19.3%21.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGAADR

+16.4%Year to date−6.6%

1.4%Yield1.2%

+18.9%Past year−4.5%

0.04%Fee1.10%

4–0VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026