Compare · 2 funds side by side · dividends reinvested

DIVY and VIG

DIVYSound Income×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

DIVY 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%$109B1.4

Sound Equity Dividend Income ETFIncome · Dividend stocks0.45%2.73%+25.7%+31.2%+15.6%+10.1%−9.0%13.7%$28M1.6

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: DIVY 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Sound Equity Dividend Income ETF · $28M$16,164

DIVY

VIG

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

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

DIVYMeasureVIG

+25.7%Year to dateJan 1 → Nov 4+16.4%

+31.2%1 yearTotal return+18.9%

+15.6%3 years · per year$10,000 became $15,446 · $17,533+20.6%

+10.1%5 years · per year$10,000 became $16,164 · $17,005+11.2%

0.45%Expense ratio$45 · $4 a year on $10k · lower is better0.04%

2.73%Trailing 12-mo yield$273 · $144 a year on $10k1.44%

−9.0%Worst dropSmaller is better−7.9%

13.7%VolatilityLower is calmer10.2%

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

3–5VIG wins

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

More Ways to See the Pairs

DIVY vs VIG: Top 5 Holdings

Today

DIVY

24.6%in top 5

VIG

in top 522.1%

DIVYStockVIG

5.8%PRGOnot top 5

5.5%OMCnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.8%CRBGnot top 5

4.3%ESnot top 5

not top 5AVGO4.3%

4.2%UPSnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common3.7%

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

DIVY vs VIG Returns, Every Period

Sound IncomeDIVY

+10.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

DIVYVIGFaded: behind in that period

2–2Level

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

DIVY vs VIG

YTD

Sound IncomeDIVY

+25.7%

VIGVanguard

+16.4%

+25.7%Year to date+16.4%

−9.0%Worst drop · 1Y−7.9%

13.7%Volatility · 1Y10.2%

2.7%Yield1.4%

$28.4MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: DIVY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DIVY0.45%$45

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

Yields: DIVY, VIG

2.73%highest, DIVY

FundTrailing yieldYield$10k

DIVY2.73%$273

VIG1.44%$144

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

Income After Fees on $10,000

$228most kept, DIVY

DIVY$273 − $45 = $228

VIG$144 − $4 = $140

KeptFee

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

Overlap: DIVY, VIG

Today

3.7%most shared, DIVY and VIG

DIVYVIG

DIVY—3.7%

VIG3.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+31.2%DIVY, at 13.7% volatility

VIGWorst drop−7.9%10.2% vol

DIVYWorst drop−9.0%13.7% vol

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

Paid More vs Made More

YTD

DIVYVIG

+25.7%Year to date+16.4%

2.7%Yield1.4%

+31.2%Past year+18.9%

0.45%Fee0.04%

3–1DIVY 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