Compare · 2 funds side by side · dividends reinvested

DEFR and VIG

DEFRAptus×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

DEFR 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

ETF Series Solutions - Aptus Deferred Income ETFIncome · Dividend stocks0.79%0.00%−0.9%−0.1%[…][…]−5.0%4.7%$161M1.7

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: DEFR 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ETF Series Solutions - Aptus Deferred Income ETF · $161M[…]

DEFR

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DEFRMeasureVIG

−0.9%Year to dateJan 1 → Nov 5+12.5%

−0.1%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%

0.79%Expense ratio$79 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $149 a year on $10k1.49%

−5.0%Worst dropSmaller is better−7.9%

4.7%VolatilityLower is calmer10.8%

DEFRVIG 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

DEFR vs VIG: Top 5 Holdings

Today

DEFR

2.7%in top 5

VIG

in top 522.1%

DEFRStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%912797VQnot top 5

not top 5JPM3.9%

-1.3%CASH&OTHnot top 5

Held in common0.0%

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

DEFR vs VIG Returns, Every Period

AptusDEFR

−0.1%

past year

VIGVanguard

+15.2%

past year

DEFRVIGFaded: behind in that period

0–2VIG wins

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

DEFR vs VIG

YTD

AptusDEFR

−0.9%

VIGVanguard

+12.5%

−0.9%Year to date+12.5%

−5.0%Worst drop · 1Y−7.9%

4.7%Volatility · 1Y10.8%

0.0%Yield1.5%

$161MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: DEFR, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DEFR0.79%$79

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

Yields: DEFR, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

DEFR0.00%$0

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

DEFR$0 − $79 = −$79

KeptFee

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

Overlap: DEFR, VIG

Today

0.0%most shared, DEFR and VIG

DEFRVIG

DEFR—0.0%

VIG0.0%—

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

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

DEFRWorst drop−5.0%4.7% vol

VIGWorst drop−7.9%10.8% vol

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

Paid More vs Made More

YTD

VIGDEFR

+12.5%Year to date−0.9%

1.5%Yield0.0%

+15.2%Past year−0.1%

0.04%Fee0.79%

4–0VIG wins

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