Compare · 2 funds side by side · dividends reinvested

BAGX and VIG

BAGXBridgeway×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 / 03

BAGX 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

EA Series Trust - EA Bridgeway Aggressive Investors ETFUnsorted0.73%0.00%[…][…][…][…][…][…]$192M2.0

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: BAGX 1994 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

EA Series Trust - EA Bridgeway Aggressive Investors ETF · $192M[…]

BAGX

VIG

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

$10,000 five years ago, dividends reinvested · they hold 20.0% in common

BAGXMeasureVIG

[…]Year to dateJan 1 → Nov 4+16.4%

[…]1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

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

0.73%Expense ratio$73 · $4 a year on $10k · lower is better0.04%

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

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.2%

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

0–2VIG wins

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

More Ways to See the Pairs

BAGX vs VIG: Top 5 Holdings

Today

BAGX

19.4%in top 5

VIG

in top 522.1%

BAGXStockVIG

5.2%NVDAnot top 5

3.9%MSFT4.9%

4.8%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.5%GOOGLnot top 5

1.9%MUnot top 5

Held in common20.0%

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

BAGX vs VIG Returns, Every Period

BridgewayBAGX

[…]

past year

VIGVanguard

+18.9%

past year

Returns […]

BAGXVIGFaded: behind in that period

0–0Level

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

Unsorted vs Income: BAGX vs VIG

YTD

BridgewayBAGX

[…]

VIGVanguard

+16.4%

[…]Year to date+16.4%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y10.2%

0.0%Yield1.4%

$192MAssets$109B

1–0VIG wins

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

Cost, Income and Risk

Fees: BAGX, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

BAGX0.73%$73

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

Yields: BAGX, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

BAGX0.00%$0

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

BAGX$0 − $73 = −$73

KeptFee

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

Overlap: BAGX, VIG

Today

20.0%most shared, BAGX and VIG

BAGXVIG

BAGX—20.0%

VIG20.0%—

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

BAGXWorst drop[…][…]

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

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