Compare · 2 funds side by side · dividends reinvested

DIVZ and VIG

DIVZTrueShares×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

DIVZ 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

Polen Dividend Income ETFIncome · Dividend stocks0.65%2.50%+8.0%+12.9%+17.7%+9.6%−7.2%9.9%$314M1.6

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: DIVZ 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Polen Dividend Income ETF · $314M$15,818

DIVZ

VIG

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

$10,000 five years ago, dividends reinvested · they hold 24.0% in common

DIVZMeasureVIG

+8.0%Year to dateJan 1 → Nov 4+16.4%

+12.9%1 yearTotal return+18.9%

+17.7%3 years · per year$10,000 became $16,308 · $17,533+20.6%

+9.6%5 years · per year$10,000 became $15,818 · $17,005+11.2%

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

2.50%Trailing 12-mo yield$250 · $144 a year on $10k1.44%

−7.2%Worst dropSmaller is better−7.9%

9.9%VolatilityLower is calmer10.2%

DIVZVIG 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

DIVZ vs VIG: Top 5 Holdings

Today

DIVZ

27.9%in top 5

VIG

in top 522.1%

DIVZStockVIG

6.6%PMnot top 5

5.7%UNHnot top 5

5.6%MPLXnot top 5

5.1%CVXnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.8%JNJnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common24.0%

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

DIVZ vs VIG Returns, Every Period

TrueSharesDIVZ

+9.6%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

DIVZVIGFaded: behind in that period

0–4VIG wins

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

DIVZ vs VIG

YTD

TrueSharesDIVZ

+8.0%

VIGVanguard

+16.4%

+8.0%Year to date+16.4%

−7.2%Worst drop · 1Y−7.9%

9.9%Volatility · 1Y10.2%

2.5%Yield1.4%

$314MAssets$109B

3–1DIVZ wins

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

Cost, Income and Risk

Fees: DIVZ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DIVZ0.65%$65

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

Yields: DIVZ, VIG

2.50%highest, DIVZ

FundTrailing yieldYield$10k

DIVZ2.50%$250

VIG1.44%$144

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

Income After Fees on $10,000

$185most kept, DIVZ

DIVZ$250 − $65 = $185

VIG$144 − $4 = $140

KeptFee

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

Overlap: DIVZ, VIG

Today

24.0%most shared, DIVZ and VIG

DIVZVIG

DIVZ—24.0%

VIG24.0%—

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

DIVZWorst drop−7.2%9.9% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

DIVZVIG

+8.0%Year to date+16.4%

2.5%Yield1.4%

+12.9%Past year+18.9%

0.65%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%

$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