Compare · 2 funds side by side · dividends reinvested

CFA and VIG

CFAVictoryShares×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

CFA 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

VictoryShares US 500 Volatility Wtd ETFUS Stock Styles · Large cap0.38%1.19%+14.3%+16.6%+18.0%+8.3%−7.1%10.6%$540M1.9

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: CFA 2014 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US 500 Volatility Wtd ETF · $540M$14,893

CFA

VIG

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

$10,000 five years ago, dividends reinvested · they hold 27.6% in common

CFAMeasureVIG

+14.3%Year to dateJan 1 → Nov 4+16.4%

+16.6%1 yearTotal return+18.9%

+18.0%3 years · per year$10,000 became $16,423 · $17,533+20.6%

+8.3%5 years · per year$10,000 became $14,893 · $17,005+11.2%

0.38%Expense ratio$38 · $4 a year on $10k · lower is better0.04%

1.19%Trailing 12-mo yield$119 · $144 a year on $10k1.44%

−7.1%Worst dropSmaller is better−7.9%

10.6%VolatilityLower is calmer10.2%

CFAVIG 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

CFA vs VIG: Top 5 Holdings

Today

CFA

2.1%in top 5

VIG

in top 522.1%

CFAStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.5%BRK-Bnot top 5

0.4%WECnot top 5

0.4%ATOnot top 5

0.4%DUKnot top 5

0.4%EDnot top 5

Held in common27.6%

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

CFA vs VIG Returns, Every Period

VictorySharesCFA

+8.3%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

CFAVIGFaded: behind in that period

0–4VIG wins

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

Stocks vs Income: CFA vs VIG

YTD

VictorySharesCFA

+14.3%

VIGVanguard

+16.4%

+14.3%Year to date+16.4%

−7.1%Worst drop · 1Y−7.9%

10.6%Volatility · 1Y10.2%

1.2%Yield1.4%

$540MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: CFA, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CFA0.38%$38

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

Yields: CFA, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

CFA1.19%$119

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

CFA$119 − $38 = $81

KeptFee

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

Overlap: CFA, VIG

Today

27.6%most shared, CFA and VIG

CFAVIG

CFA—27.6%

VIG27.6%—

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

CFAWorst drop−7.1%10.6% vol

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

Paid More vs Made More

YTD

VIGCFA

+16.4%Year to date+14.3%

1.4%Yield1.2%

+18.9%Past year+16.6%

0.04%Fee0.38%

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