Compare · 2 funds side by side · dividends reinvested

DFII and VIG

DFIIFirst Trust×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

DFII 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

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%19.23%−11.4%−25.7%[…][…]−42.9%42.2%$20M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFII 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

DFII

FT Vest Bitcoin Strategy & Target Income ETF · $20M[…]

$10,000 five years ago, dividends reinvested

VIGMeasureDFII

+16.4%Year to dateJan 1 → Nov 4−11.4%

+18.9%1 yearTotal return−25.7%

+20.6%3 years · per year$10,000 became $17,533 · […][…]

+11.2%5 years · per year$10,000 became $17,005 · […][…]

0.04%Expense ratio$4 · $85 a year on $10k · lower is better0.85%

1.44%Trailing 12-mo yield$144 · $1,923 a year on $10k19.23%

−7.9%Worst dropSmaller is better−42.9%

10.2%VolatilityLower is calmer42.2%

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

5–1VIG wins

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

More Ways to See the Pairs

VIG vs DFII: Top 5 Holdings

Today

VIG

22.1%in top 5

DFII

in top 5[…]

VIGStockDFII

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common[…]

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

VIG vs DFII Returns, Every Period

VanguardVIG

+18.9%

past year

DFIIFirst Trust

−25.7%

past year

VIGDFIIFaded: behind in that period

2–0VIG wins

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

VIG vs DFII

YTD

VanguardVIG

+16.4%

DFIIFirst Trust

−11.4%

+16.4%Year to date−11.4%

−7.9%Worst drop · 1Y−42.9%

10.2%Volatility · 1Y42.2%

1.4%Yield19.2%

$109BAssets$20.2M

3–1VIG wins

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

Cost, Income and Risk

Fees: DFII, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DFII0.85%$85

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

Yields: DFII, VIG

19.23%highest, DFII

FundTrailing yieldYield$10k

DFII19.23%$1,923

VIG1.44%$144

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

Income After Fees on $10,000

$1,838most kept, DFII

DFII$1,923 − $85 = $1,838

VIG$144 − $4 = $140

KeptFee

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

Overlap: DFII, VIG

Today

[…]holdings […]

DFIIVIG

DFII—[…]

VIG[…]—

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

DFIIWorst drop−42.9%42.2% vol

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

Paid More vs Made More

YTD

DFIIVIG

−11.4%Year to date+16.4%

19.2%Yield1.4%

−25.7%Past year+18.9%

0.85%Fee0.04%

3–1VIG 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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026