Compare · 2 funds side by side · dividends reinvested

CBRZ and VIG

CBRZTradr×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 / 03

CBRZ 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%$109B1.0

Investment Managers Series Trust II - Tradr 2X Short CBRS Daily ETFSingle-Stock Leverage1.49%0.00%[…][…][…][…][…][…]$3M2.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Investment Managers Series Trust II - Tradr 2X Short CBRS Daily ETF · $3M[…]

CBRZ

VIG

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

$10,000 five years ago, dividends reinvested

CBRZMeasureVIG

[…]Year to dateJan 1 → Nov 9+14.8%

[…]1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

1.49%Expense ratio$149 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $146 a year on $10k1.46%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer11.0%

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

0–2VIG wins

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

More Ways to See the Pairs

CBRZ vs VIG: Top 5 Holdings

Today

CBRZ

[…]in top 5

VIG

in top 522.1%

CBRZStockVIG

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

CBRZ vs VIG Returns, Every Period

TradrCBRZ

[…]

past year

VIGVanguard

+17.6%

past year

Returns […]

CBRZVIGFaded: behind in that period

0–0Level

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

Single-Stock Leverage vs Income: CBRZ vs VIG

YTD

TradrCBRZ

[…]

VIGVanguard

+14.8%

[…]Year to date+14.8%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y11.0%

0.0%Yield1.5%

$3.3MAssets$109B

1–0VIG wins

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

Cost, Income and Risk

Fees: CBRZ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CBRZ1.49%$149

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

Yields: CBRZ, VIG

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

CBRZ0.00%$0

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

CBRZ$0 − $149 = −$149

KeptFee

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

Overlap: CBRZ, VIG

Today

[…]holdings […]

CBRZVIG

CBRZ—[…]

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

VIGWorst drop−7.9%11.0% vol

CBRZWorst drop[…][…]

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

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%

$122BAssets$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%

$45.5BAssets$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