Compare · 2 funds side by side · dividends reinvested

BBHY and VIG

BBHYJ.P. Morgan×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,638VIG · best of the two

02 / 04

BBHY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.4

JPMorgan BetaBuilders USD High Yield Corporate Bond ETFBonds & Cash · High yield0.07%7.17%+1.2%+2.6%+7.9%+3.8%−3.0%3.8%$702M1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: BBHY 2016 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF · $702M$12,029

BBHY

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested

BBHYMeasureVIG

+1.2%Year to dateJan 1 → Nov 9+14.8%

+2.6%1 yearTotal return+17.6%

+7.9%3 years · per year$10,000 became $12,574 · $16,775+18.8%

+3.8%5 years · per year$10,000 became $12,029 · $16,638+10.7%

0.07%Expense ratio$7 · $4 a year on $10k · lower is better0.04%

7.17%Trailing 12-mo yield$717 · $146 a year on $10k1.46%

−3.0%Worst dropSmaller is better−7.9%

3.8%VolatilityLower is calmer11.0%

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

3–5VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBHY vs VIG: Top 5 Holdings

Today

BBHY

[…]in top 5

VIG

in top 522.1%

BBHYStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

BBHY vs VIG Returns, Every Period

J.P. MorganBBHY

+3.8%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

BBHYVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: BBHY vs VIG

YTD

J.P. MorganBBHY

+1.2%

VIGVanguard

+14.8%

+1.2%Year to date+14.8%

−3.0%Worst drop · 1Y−7.9%

3.8%Volatility · 1Y11.0%

7.2%Yield1.5%

$702MAssets$109B

3–1BBHY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBHY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

BBHY0.07%$7

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BBHY, VIG

7.17%highest, BBHY

FundTrailing yieldYield$10k

BBHY7.17%$717

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$710most kept, BBHY

BBHY$717 − $7 = $710

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BBHY, VIG

Today

[…]holdings […]

BBHYVIG

BBHY—[…]

VIG[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.6%VIG, at 11.0% volatility

BBHYWorst drop−3.0%3.8% vol

VIGWorst drop−7.9%11.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BBHYVIG

+1.2%Year to date+14.8%

7.2%Yield1.5%

+2.6%Past year+17.6%

0.07%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026