Compare · 2 funds side by side · dividends reinvested

CBSE and VIG

CBSEChangebridge×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

CBSE 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%$109B1.1

Clough Select Equity ETFUnsorted0.85%0.32%+7.8%+5.6%+27.3%+8.6%−19.2%25.8%$45M1.9

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: CBSE 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Clough Select Equity ETF · $45M$15,089

CBSE

VIG

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

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

CBSEMeasureVIG

+7.8%Year to dateJan 1 → Nov 4+16.4%

+5.6%1 yearTotal return+18.9%

+27.3%3 years · per year$10,000 became $20,606 · $17,533+20.6%

+8.6%5 years · per year$10,000 became $15,089 · $17,005+11.2%

0.85%Expense ratio$85 · $4 a year on $10k · lower is better0.04%

0.32%Trailing 12-mo yield$32 · $144 a year on $10k1.44%

−19.2%Worst dropSmaller is better−7.9%

25.8%VolatilityLower is calmer10.2%

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

1–7VIG wins

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

More Ways to See the Pairs

CBSE vs VIG: Top 5 Holdings

Today

CBSE

16.8%in top 5

VIG

in top 522.1%

CBSEStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.6%SNnot top 5

3.5%VGnot top 5

3.5%ROLnot top 5

3.3%LNGnot top 5

3.0%FNMAnot top 5

Held in common9.2%

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

CBSE vs VIG Returns, Every Period

ChangebridgeCBSE

+8.6%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

CBSEVIGFaded: behind in that period

1–3VIG wins

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

Unsorted vs Income: CBSE vs VIG

YTD

ChangebridgeCBSE

+7.8%

VIGVanguard

+16.4%

+7.8%Year to date+16.4%

−19.2%Worst drop · 1Y−7.9%

25.8%Volatility · 1Y10.2%

0.3%Yield1.4%

$44.9MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: CBSE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CBSE0.85%$85

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

Yields: CBSE, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

CBSE0.32%$32

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

CBSE$32 − $85 = −$53

KeptFee

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

Overlap: CBSE, VIG

Today

9.2%most shared, CBSE and VIG

CBSEVIG

CBSE—9.2%

VIG9.2%—

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

CBSEWorst drop−19.2%25.8% vol

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

Paid More vs Made More

YTD

VIGCBSE

+16.4%Year to date+7.8%

1.4%Yield0.3%

+18.9%Past year+5.6%

0.04%Fee0.85%

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%

$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