Compare · 2 funds side by side · dividends reinvested

BWX and VIG

BWXSPDR×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

BWX 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%$109B1.4

SPDR Bloomberg International Treasury Bond ETFBonds & Cash · International0.35%2.45%−2.7%−2.5%+2.9%−3.9%−7.2%7.4%$1.3B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: BWX 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

SPDR Bloomberg International Treasury Bond ETF · $1.3B$8,197

BWX

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested

BWXMeasureVIG

−2.7%Year to dateJan 1 → Nov 5+16.4%

−2.5%1 yearTotal return+18.9%

+2.9%3 years · per year$10,000 became $10,887 · $17,533+20.6%

−3.9%5 years · per year$10,000 became $8,205 · $17,005+11.2%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

2.45%Trailing 12-mo yield$245 · $144 a year on $10k1.44%

−7.2%Worst dropSmaller is better−7.9%

7.4%VolatilityLower is calmer10.2%

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

3–5VIG wins

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

More Ways to See the Pairs

BWX vs VIG: Top 5 Holdings

Today

BWX

[…]in top 5

VIG

in top 522.1%

BWXStockVIG

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 5, 2026 · share of each fund

BWX vs VIG Returns, Every Period

SPDRBWX

−3.9%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

BWXVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Income: BWX vs VIG

YTD

SPDRBWX

−2.7%

VIGVanguard

+16.4%

−2.7%Year to date+16.4%

−7.2%Worst drop · 1Y−7.9%

7.4%Volatility · 1Y10.2%

2.5%Yield1.4%

$1.3BAssets$109B

3–1BWX wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BWX, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

BWX0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BWX, VIG

2.45%highest, BWX

FundTrailing yieldYield$10k

BWX2.45%$245

VIG1.44%$144

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$210most kept, BWX

BWX$245 − $35 = $210

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BWX, VIG

Today

[…]holdings […]

BWXVIG

BWX—[…]

VIG[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

BWXWorst drop−7.2%7.4% vol

VIGWorst drop−7.9%10.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BWXVIG

−2.7%Year to date+16.4%

2.5%Yield1.4%

−2.5%Past year+18.9%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026