Compare · 2 funds side by side · dividends reinvested

BSEP and VIG

BSEPInnovator×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

BSEP 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

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+10.4%+11.5%+18.2%+10.8%−5.7%7.8%$462M1.8

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: BSEP 2019 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Buffer ETF · $462M$16,732

BSEP

VIG

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

$10,000 five years ago, dividends reinvested · they hold 41.8% in common

BSEPMeasureVIG

+10.4%Year to dateJan 1 → Nov 4+16.4%

+11.5%1 yearTotal return+18.9%

+18.2%3 years · per year$10,000 became $16,499 · $17,533+20.6%

+10.8%5 years · per year$10,000 became $16,732 · $17,005+11.2%

0.79%Expense ratio$79 · $4 a year on $10k · lower is better0.04%

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

−5.7%Worst dropSmaller is better−7.9%

7.8%VolatilityLower is calmer10.2%

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

2–6VIG wins

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

More Ways to See the Pairs

BSEP vs VIG: Top 5 Holdings

Today

BSEP

26.7%in top 5

VIG

in top 522.1%

BSEPStockVIG

7.5%NVDAnot top 5

7.3%AAPL4.9%

5.8%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.7%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common41.8%

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

BSEP vs VIG Returns, Every Period

InnovatorBSEP

+10.8%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

BSEPVIGFaded: behind in that period

0–4VIG wins

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

Defined Outcome vs Income: BSEP vs VIG

YTD

InnovatorBSEP

+10.4%

VIGVanguard

+16.4%

+10.4%Year to date+16.4%

−5.7%Worst drop · 1Y−7.9%

7.8%Volatility · 1Y10.2%

0.0%Yield1.4%

$462MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: BSEP, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

BSEP0.79%$79

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

Yields: BSEP, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

BSEP0.00%$0

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

BSEP$0 − $79 = −$79

KeptFee

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

Overlap: BSEP, VIG

Today

41.8%most shared, BSEP and VIG

BSEPVIG

BSEP—41.8%

VIG41.8%—

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

BSEPWorst drop−5.7%7.8% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

VIGBSEP

+16.4%Year to date+10.4%

1.4%Yield0.0%

+18.9%Past year+11.5%

0.04%Fee0.79%

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