Compare · 2 funds side by side · dividends reinvested

DUHP and VIG

DUHPDimensional×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

DUHP 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%$109B1.1

U.S. High Relative Profitability Portfolio ETF Class SharesUS Stock Styles · Large cap0.21%0.87%+9.0%+10.6%+19.2%[…]−9.0%12.8%$19.6B1.9

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: DUHP 2017 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

U.S. High Relative Profitability Portfolio ETF Class Shares · $19.6B[…]

DUHP

VIG

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

$10,000 five years ago, dividends reinvested · they hold 44.7% in common

DUHPMeasureVIG

+9.0%Year to dateJan 1 → Nov 5+12.5%

+10.6%1 yearTotal return+15.2%

+19.2%3 years · per year$10,000 became $16,919 · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.21%Expense ratio$21 · $4 a year on $10k · lower is better0.04%

0.87%Trailing 12-mo yield$87 · $149 a year on $10k1.49%

−9.0%Worst dropSmaller is better−7.9%

12.8%VolatilityLower is calmer10.8%

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

1–6VIG wins

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

More Ways to See the Pairs

DUHP vs VIG: Top 5 Holdings

Today

DUHP

29.3%in top 5

VIG

in top 522.1%

DUHPStockVIG

7.5%AAPL4.9%

6.9%NVDAnot top 5

5.3%LLY4.1%

4.7%MSFT4.9%

4.8%Vnot top 5

not top 5AVGO4.3%

not top 5JPM3.9%

Held in common44.7%

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

DUHP vs VIG Returns, Every Period

DimensionalDUHP

+10.6%

past year

VIGVanguard

+15.2%

past year

DUHPVIGFaded: behind in that period

1–2VIG wins

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

Stocks vs Income: DUHP vs VIG

YTD

DimensionalDUHP

+9.0%

VIGVanguard

+12.5%

+9.0%Year to date+12.5%

−9.0%Worst drop · 1Y−7.9%

12.8%Volatility · 1Y10.8%

0.9%Yield1.5%

$19.6BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: DUHP, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DUHP0.21%$21

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

Yields: DUHP, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

DUHP0.87%$87

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

DUHP$87 − $21 = $66

KeptFee

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

Overlap: DUHP, VIG

Today

44.7%most shared, DUHP and VIG

DUHPVIG

DUHP—44.7%

VIG44.7%—

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

VIGWorst drop−7.9%10.8% vol

DUHPWorst drop−9.0%12.8% vol

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

Paid More vs Made More

YTD

VIGDUHP

+12.5%Year to date+9.0%

1.5%Yield0.9%

+15.2%Past year+10.6%

0.04%Fee0.21%

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