Compare · 2 funds side by side · dividends reinvested

AIED and VIG

AIEDDefiance×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

AIED 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%$109B1.1

Defiance LLM Catalyst Momentum ETFUS Stock Styles · Factor0.75%0.00%+9.6%+5.1%+22.8%+8.1%−18.3%30.4%$20M1.9

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: AIED 2019 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Defiance LLM Catalyst Momentum ETF · $20M$14,784

AIED

VIG

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

$10,000 five years ago, dividends reinvested · they hold 7.0% in common

AIEDMeasureVIG

+9.6%Year to dateJan 1 → Nov 4+16.4%

+5.1%1 yearTotal return+18.9%

+22.8%3 years · per year$10,000 became $18,526 · $17,533+20.6%

+8.1%5 years · per year$10,000 became $14,784 · $17,005+11.2%

0.75%Expense ratio$75 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $144 a year on $10k1.44%

−18.3%Worst dropSmaller is better−7.9%

30.4%VolatilityLower is calmer10.2%

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

1–7VIG wins

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

More Ways to See the Pairs

AIED vs VIG: Top 5 Holdings

Today

AIED

29.7%in top 5

VIG

in top 522.1%

AIEDStockVIG

7.1%BEnot top 5

6.7%RCLnot top 5

6.4%HUMnot top 5

4.9%IQVnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.6%BNYnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common7.0%

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

AIED vs VIG Returns, Every Period

DefianceAIED

+8.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

AIEDVIGFaded: behind in that period

1–3VIG wins

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

Stocks vs Income: AIED vs VIG

YTD

DefianceAIED

+9.6%

VIGVanguard

+16.4%

+9.6%Year to date+16.4%

−18.3%Worst drop · 1Y−7.9%

30.4%Volatility · 1Y10.2%

0.0%Yield1.4%

$20.2MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: AIED, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

AIED0.75%$75

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

Yields: AIED, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

AIED0.00%$0

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

AIED$0 − $75 = −$75

KeptFee

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

Overlap: AIED, VIG

Today

7.0%most shared, AIED and VIG

AIEDVIG

AIED—7.0%

VIG7.0%—

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

AIEDWorst drop−18.3%30.4% vol

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

Paid More vs Made More

YTD

VIGAIED

+16.4%Year to date+9.6%

1.4%Yield0.0%

+18.9%Past year+5.1%

0.04%Fee0.75%

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