Compare · 2 funds side by side · dividends reinvested

AGOX and VIG

AGOXAdaptive ETFs×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

AGOX and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

Adaptive ETFs - Adaptive Alpha Opportunities ETFUnsorted1.36%2.71%+19.0%+15.0%+18.2%+7.5%−15.3%19.8%$370M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: AGOX 2012 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Adaptive ETFs - Adaptive Alpha Opportunities ETF · $370M$14,348

AGOX

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

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

AGOXMeasureVIG

+19.0%Year to dateJan 1 → Nov 5+12.5%

+15.0%1 yearTotal return+15.2%

+18.2%3 years · per year$10,000 became $16,508 · $16,814+18.9%

+7.5%5 years · per year$10,000 became $14,348 · $16,331+10.3%

1.36%Expense ratio$136 · $4 a year on $10k · lower is better0.04%

2.71%Trailing 12-mo yield$271 · $149 a year on $10k1.49%

−15.3%Worst dropSmaller is better−7.9%

19.8%VolatilityLower is calmer10.8%

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

2–6VIG wins

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

More Ways to See the Pairs

AGOX vs VIG: Top 5 Holdings

Today

AGOX

45.6%in top 5

VIG

in top 522.1%

AGOXStockVIG

20.5%QQQnot top 5

7.7%IWMnot top 5

6.1%XLKnot top 5

5.9%027Z5F3Anot top 5

5.5%D7671C3Anot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

AGOX vs VIG Returns, Every Period

Adaptive ETFsAGOX

+7.5%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

AGOXVIGFaded: behind in that period

1–3VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: AGOX vs VIG

YTD

Adaptive ETFsAGOX

+19.0%

VIGVanguard

+12.5%

+19.0%Year to date+12.5%

−15.3%Worst drop · 1Y−7.9%

19.8%Volatility · 1Y10.8%

2.7%Yield1.5%

$370MAssets$109B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AGOX, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

AGOX1.36%$136

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AGOX, VIG

2.71%highest, AGOX

FundTrailing yieldYield$10k

AGOX2.71%$271

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

AGOX$271 − $136 = $135

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AGOX, VIG

Today

0.0%most shared, AGOX and VIG

AGOXVIG

AGOX—0.0%

VIG0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

AGOXWorst drop−15.3%19.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AGOXVIG

+19.0%Year to date+12.5%

2.7%Yield1.5%

+15.0%Past year+15.2%

1.36%Fee0.04%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026