Compare · 2 funds side by side · dividends reinvested

BLUX and VIG

BLUXBluemonte×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

BLUX 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

Bluemonte Dynamic Total Market ETFUS Stock Styles · Large cap0.30%0.98%+15.1%+16.2%[…][…]−9.0%14.0%$626M2.0

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: BLUX 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Dynamic Total Market ETF · $626M[…]

BLUX

VIG

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

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

BLUXMeasureVIG

+15.1%Year to dateJan 1 → Nov 4+16.4%

+16.2%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%

0.30%Expense ratio$30 · $4 a year on $10k · lower is better0.04%

0.98%Trailing 12-mo yield$98 · $144 a year on $10k1.44%

−9.0%Worst dropSmaller is better−7.9%

14.0%VolatilityLower is calmer10.2%

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

0–6VIG wins

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

More Ways to See the Pairs

BLUX vs VIG: Top 5 Holdings

Today

BLUX

99.8%in top 5

VIG

in top 522.1%

BLUXStockVIG

49.1%SPYMnot top 5

30.0%VTWOnot top 5

15.6%ISCVnot top 5

5.2%SCHAnot 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

BLUX vs VIG Returns, Every Period

BluemonteBLUX

+16.2%

past year

VIGVanguard

+18.9%

past year

BLUXVIGFaded: behind in that period

0–2VIG wins

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

Stocks vs Income: BLUX vs VIG

YTD

BluemonteBLUX

+15.1%

VIGVanguard

+16.4%

+15.1%Year to date+16.4%

−9.0%Worst drop · 1Y−7.9%

14.0%Volatility · 1Y10.2%

1.0%Yield1.4%

$626MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: BLUX, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

BLUX0.30%$30

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

Yields: BLUX, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

BLUX0.98%$98

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

BLUX$98 − $30 = $68

KeptFee

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

Overlap: BLUX, VIG

Today

0.0%most shared, BLUX and VIG

BLUXVIG

BLUX—0.0%

VIG0.0%—

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

BLUXWorst drop−9.0%14.0% vol

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

Paid More vs Made More

YTD

VIGBLUX

+16.4%Year to date+15.1%

1.4%Yield1.0%

+18.9%Past year+16.2%

0.04%Fee0.30%

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%

$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