Compare · 2 funds side by side · dividends reinvested

CWS and VIG

CWSAdvisorShares×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

CWS 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%$109B1.0

AdvisorShares Focused Equity ETFUnsorted0.78%0.30%+0.3%+2.6%+12.4%+7.5%−11.9%13.6%$113M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: CWS 2016 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

AdvisorShares Focused Equity ETF · $113M$14,360

CWS

VIG

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

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

CWSMeasureVIG

+0.3%Year to dateJan 1 → Nov 4+16.4%

+2.6%1 yearTotal return+18.9%

+12.4%3 years · per year$10,000 became $14,201 · $17,533+20.6%

+7.5%5 years · per year$10,000 became $14,360 · $17,005+11.2%

0.78%Expense ratio$78 · $4 a year on $10k · lower is better0.04%

0.30%Trailing 12-mo yield$30 · $144 a year on $10k1.44%

−11.9%Worst dropSmaller is better−7.9%

13.6%VolatilityLower is calmer10.2%

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

0–8VIG wins

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

More Ways to See the Pairs

CWS vs VIG: Top 5 Holdings

Today

CWS

26.4%in top 5

VIG

in top 522.1%

CWSStockVIG

6.0%SAICnot top 5

5.6%FIXnot top 5

5.0%APHnot top 5

4.9%MCKnot top 5

not top 5MSFT4.9%

4.9%TMOnot top 5

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common4.6%

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

CWS vs VIG Returns, Every Period

AdvisorSharesCWS

+7.5%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

CWSVIGFaded: behind in that period

0–4VIG wins

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

Unsorted vs Income: CWS vs VIG

YTD

AdvisorSharesCWS

+0.3%

VIGVanguard

+16.4%

+0.3%Year to date+16.4%

−11.9%Worst drop · 1Y−7.9%

13.6%Volatility · 1Y10.2%

0.3%Yield1.4%

$113MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: CWS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CWS0.78%$78

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

Yields: CWS, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

CWS0.30%$30

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

CWS$30 − $78 = −$48

KeptFee

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

Overlap: CWS, VIG

Today

4.6%most shared, CWS and VIG

CWSVIG

CWS—4.6%

VIG4.6%—

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

CWSWorst drop−11.9%13.6% vol

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

Paid More vs Made More

YTD

VIGCWS

+16.4%Year to date+0.3%

1.4%Yield0.3%

+18.9%Past year+2.6%

0.04%Fee0.78%

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