Compare · 2 funds side by side · dividends reinvested

CHGX and VIG

CHGXStance×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 04

CHGX and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.3

Stance Sustainable Beta ETFUnsorted0.49%0.57%+18.0%+18.2%+4.2%−0.7%−8.5%15.7%$173M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: CHGX 2017 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Stance Sustainable Beta ETF · $173M$9,677

CHGX

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 20.7% in common

CHGXMeasureVIG

+18.0%Year to dateJan 1 → Nov 6+12.1%

+18.2%1 yearTotal return+14.3%

+4.2%3 years · per year$10,000 became $11,312 · $16,669+18.6%

−0.7%5 years · per year$10,000 became $9,677 · $16,243+10.2%

0.49%Expense ratio$49 · $4 a year on $10k · lower is better0.04%

0.57%Trailing 12-mo yield$57 · $150 a year on $10k1.50%

−8.5%Worst dropSmaller is better−7.9%

15.7%VolatilityLower is calmer10.8%

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

2–6VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CHGX vs VIG: Top 5 Holdings

Today

CHGX

6.8%in top 5

VIG

in top 522.1%

CHGXStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.5%ACNnot top 5

1.4%SNnot top 5

1.3%ISRGnot top 5

1.3%ADSKnot top 5

1.3%ROPnot top 5

Held in common20.7%

End-of-day Nov 6, 2026 · share of each fund

CHGX vs VIG Returns, Every Period

StanceCHGX

−0.7%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

CHGXVIGFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: CHGX vs VIG

YTD

StanceCHGX

+18.0%

VIGVanguard

+12.1%

+18.0%Year to date+12.1%

−8.5%Worst drop · 1Y−7.9%

15.7%Volatility · 1Y10.8%

0.6%Yield1.5%

$173MAssets$109B

3–1VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CHGX, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CHGX0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CHGX, VIG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

CHGX0.57%$57

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

CHGX$57 − $49 = $8

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CHGX, VIG

Today

20.7%most shared, CHGX and VIG

CHGXVIG

CHGX—20.7%

VIG20.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.2%CHGX, at 15.7% volatility

VIGWorst drop−7.9%10.8% vol

CHGXWorst drop−8.5%15.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VIGCHGX

+12.1%Year to date+18.0%

1.5%Yield0.6%

+14.3%Past year+18.2%

0.04%Fee0.49%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026