Compare · 2 funds side by side · dividends reinvested

AMZA and VIG

AMZAVirtus×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,038AMZA · best of the two

02 / 04

AMZA and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

InfraCap MLP ETFSectors · Energy1.72%8.63%+25.6%+30.5%+19.9%+20.1%−8.7%19.6%$470M1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

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: AMZA 2014 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

InfraCap MLP ETF · $470M$25,038

AMZA

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

AMZAMeasureVIG

+25.6%Year to dateJan 1 → Nov 4+16.4%

+30.5%1 yearTotal return+18.9%

+19.9%3 years · per year$10,000 became $17,241 · $17,533+20.6%

+20.1%5 years · per year$10,000 became $25,038 · $17,005+11.2%

1.72%Expense ratio$172 · $4 a year on $10k · lower is better0.04%

8.63%Trailing 12-mo yield$863 · $144 a year on $10k1.44%

−8.7%Worst dropSmaller is better−7.9%

19.6%VolatilityLower is calmer10.2%

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

4–4Level

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

More Ways to See the Pairs

AMZA vs VIG: Top 5 Holdings

Today

AMZA

65.0%in top 5

VIG

in top 522.1%

AMZAStockVIG

15.8%ETnot top 5

13.2%SUNnot top 5

12.5%PAAnot top 5

11.8%MPLXnot top 5

11.7%EPDnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.2%

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

AMZA vs VIG Returns, Every Period

VirtusAMZA

+20.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

AMZAVIGFaded: behind in that period

3–1AMZA wins

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

Sector vs Income: AMZA vs VIG

YTD

VirtusAMZA

+25.6%

VIGVanguard

+16.4%

+25.6%Year to date+16.4%

−8.7%Worst drop · 1Y−7.9%

19.6%Volatility · 1Y10.2%

8.6%Yield1.4%

$470MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: AMZA, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

AMZA1.72%$172

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

Yields: AMZA, VIG

8.63%highest, AMZA

FundTrailing yieldYield$10k

AMZA8.63%$863

VIG1.44%$144

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

Income After Fees on $10,000

$691most kept, AMZA

AMZA$863 − $172 = $691

VIG$144 − $4 = $140

KeptFee

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

Overlap: AMZA, VIG

Today

0.2%most shared, AMZA and VIG

AMZAVIG

AMZA—0.2%

VIG0.2%—

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

Return vs Bumpiness: 2 ETFs

+30.5%AMZA, at 19.6% volatility

VIGWorst drop−7.9%10.2% vol

AMZAWorst drop−8.7%19.6% vol

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

Paid More vs Made More

YTD

AMZAVIG

+25.6%Year to date+16.4%

8.6%Yield1.4%

+30.5%Past year+18.9%

1.72%Fee0.04%

3–1AMZA 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