Compare · 2 funds side by side · dividends reinvested

COPY and VIG

COPYTweedy, Browne Co.×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

COPY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

Tweedy, Browne Insider + Value ETFUS Stock Styles · Value0.89%0.78%+22.6%+32.3%[…][…]−9.1%13.2%$433M1.7

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: COPY 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Tweedy, Browne Insider + Value ETF · $433M[…]

COPY

VIG

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

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

COPYMeasureVIG

+22.6%Year to dateJan 1 → Nov 5+12.5%

+32.3%1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.89%Expense ratio$89 · $4 a year on $10k · lower is better0.04%

0.78%Trailing 12-mo yield$78 · $149 a year on $10k1.49%

−9.1%Worst dropSmaller is better−7.9%

13.2%VolatilityLower is calmer10.8%

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

2–4VIG wins

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

More Ways to See the Pairs

COPY vs VIG: Top 5 Holdings

Today

COPY

6.3%in top 5

VIG

in top 522.1%

COPYStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.3%BME.Lnot top 5

1.3%NORION.Snot top 5

1.3%EFORnot top 5

1.2%PNDORA.Cnot top 5

1.2%WPP.Lnot top 5

Held in common1.2%

End-of-day Nov 5, 2026 · share of each fund

COPY vs VIG Returns, Every Period

Tweedy, Browne Co.COPY

+32.3%

past year

VIGVanguard

+15.2%

past year

COPYVIGFaded: behind in that period

2–0COPY wins

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

Stocks vs Income: COPY vs VIG

YTD

Tweedy, Browne Co.COPY

+22.6%

VIGVanguard

+12.5%

+22.6%Year to date+12.5%

−9.1%Worst drop · 1Y−7.9%

13.2%Volatility · 1Y10.8%

0.8%Yield1.5%

$433MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: COPY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

COPY0.89%$89

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

Yields: COPY, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

COPY0.78%$78

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

COPY$78 − $89 = −$11

KeptFee

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

Overlap: COPY, VIG

Today

1.2%most shared, COPY and VIG

COPYVIG

COPY—1.2%

VIG1.2%—

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

Return vs Bumpiness: 2 ETFs

+32.3%COPY, at 13.2% volatility

VIGWorst drop−7.9%10.8% vol

COPYWorst drop−9.1%13.2% vol

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

Paid More vs Made More

YTD

VIGCOPY

+12.5%Year to date+22.6%

1.5%Yield0.8%

+15.2%Past year+32.3%

0.04%Fee0.89%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026