Compare · 2 funds side by side · dividends reinvested

APUE and VIG

APUEActivePassive×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

APUE 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

ActivePassive U.S. Equity ETFUS Stock Styles · Large cap0.31%0.73%+13.7%+14.6%+24.0%[…]−9.0%12.8%$2.4B1.9

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: APUE 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ActivePassive U.S. Equity ETF · $2.4B[…]

APUE

VIG

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

$10,000 five years ago, dividends reinvested · they hold 39.2% in common

APUEMeasureVIG

+13.7%Year to dateJan 1 → Nov 4+16.4%

+14.6%1 yearTotal return+18.9%

+24.0%3 years · per year$10,000 became $19,058 · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.31%Expense ratio$31 · $4 a year on $10k · lower is better0.04%

0.73%Trailing 12-mo yield$73 · $144 a year on $10k1.44%

−9.0%Worst dropSmaller is better−7.9%

12.8%VolatilityLower is calmer10.2%

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

1–6VIG wins

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

More Ways to See the Pairs

APUE vs VIG: Top 5 Holdings

Today

APUE

26.8%in top 5

VIG

in top 522.1%

APUEStockVIG

6.8%AAPL4.9%

6.6%NVDAnot top 5

5.4%MSFT4.9%

4.5%DFASnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.4%AMZNnot top 5

Held in common39.2%

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

APUE vs VIG Returns, Every Period

ActivePassiveAPUE

+14.6%

past year

VIGVanguard

+18.9%

past year

APUEVIGFaded: behind in that period

1–2VIG wins

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

Stocks vs Income: APUE vs VIG

YTD

ActivePassiveAPUE

+13.7%

VIGVanguard

+16.4%

+13.7%Year to date+16.4%

−9.0%Worst drop · 1Y−7.9%

12.8%Volatility · 1Y10.2%

0.7%Yield1.4%

$2.4BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: APUE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

APUE0.31%$31

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

Yields: APUE, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

APUE0.73%$73

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

APUE$73 − $31 = $42

KeptFee

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

Overlap: APUE, VIG

Today

39.2%most shared, APUE and VIG

APUEVIG

APUE—39.2%

VIG39.2%—

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

APUEWorst drop−9.0%12.8% vol

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

Paid More vs Made More

YTD

VIGAPUE

+16.4%Year to date+13.7%

1.4%Yield0.7%

+18.9%Past year+14.6%

0.04%Fee0.31%

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026