Compare · 2 funds side by side · dividends reinvested

BESF and VIG

BESFBastion×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

BESF 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%$109B1.3

Bastion Energy ETFSectors · Energy0.81%6.37%+12.6%+19.8%[…][…]−12.5%22.0%$33M1.7

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: BESF 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Bastion Energy ETF · $33M[…]

BESF

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BESFMeasureVIG

+12.6%Year to dateJan 1 → Nov 4+16.4%

+19.8%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%

0.81%Expense ratio$81 · $4 a year on $10k · lower is better0.04%

6.37%Trailing 12-mo yield$637 · $144 a year on $10k1.44%

−12.5%Worst dropSmaller is better−7.9%

22.0%VolatilityLower is calmer10.2%

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

2–4VIG wins

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

More Ways to See the Pairs

BESF vs VIG: Top 5 Holdings

Today

BESF

31.0%in top 5

VIG

in top 522.1%

BESFStockVIG

7.9%LNGnot top 5

7.5%NEXTnot top 5

5.3%OKEnot top 5

5.2%ETnot top 5

5.2%WMBnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

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

BESF vs VIG Returns, Every Period

BastionBESF

+19.8%

past year

VIGVanguard

+18.9%

past year

BESFVIGFaded: behind in that period

1–1Level

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

Sector vs Income: BESF vs VIG

YTD

BastionBESF

+12.6%

VIGVanguard

+16.4%

+12.6%Year to date+16.4%

−12.5%Worst drop · 1Y−7.9%

22.0%Volatility · 1Y10.2%

6.4%Yield1.4%

$33.3MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: BESF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

BESF0.81%$81

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

Yields: BESF, VIG

6.37%highest, BESF

FundTrailing yieldYield$10k

BESF6.37%$637

VIG1.44%$144

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

Income After Fees on $10,000

$556most kept, BESF

BESF$637 − $81 = $556

VIG$144 − $4 = $140

KeptFee

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

Overlap: BESF, VIG

Today

0.0%most shared, BESF and VIG

BESFVIG

BESF—0.0%

VIG0.0%—

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

Return vs Bumpiness: 2 ETFs

+19.8%BESF, at 22.0% volatility

VIGWorst drop−7.9%10.2% vol

BESFWorst drop−12.5%22.0% vol

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

Paid More vs Made More

YTD

BESFVIG

+12.6%Year to date+16.4%

6.4%Yield1.4%

+19.8%Past year+18.9%

0.81%Fee0.04%

2–2level

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