Compare · 2 funds side by side · dividends reinvested

DUSA and VIG

DUSADavis×VIGVanguard×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,680DUSA · best of the two

Story of the two · IncomeMost incomeVIG · 1.46% · $146 a year on $10k

Story of the two · RiskSmallest drop

DUSA and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Davis Select U.S. Equity ETFUS Stock Styles · Large cap0.59%0.85%+13.0%+21.1%+23.5%+12.1%−7.6%11.4%$1.3B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: DUSA 2017 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Davis Select U.S. Equity ETF · $1.3B$17,680

DUSA

VIG

Vanguard Dividend Appreciation ETF · $109B$16,583

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

DUSAMeasureVIG

+13.0%

More Ways to See the Pairs

DUSA vs VIG: Top 5 Holdings

Today

DUSA

31.1%in top 5

VIG

in top 522.1%

DUSAStockVIG

6.8%COFnot top 5

6.2%USBnot top 5

6.1%TSNnot top 5

6.0%VTRSnot top 5

6.0%AMZNnot top 5

Cost, Income and Risk

Fees: DUSA, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DUSA0.59%$59

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

Yields: DUSA, VIG

1Y

1.46%highest, VIG

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+15.1%

+21.1%1 yearTotal return+17.8%

+23.5%3 years · per year$10,000 became $18,820 · $16,696+18.6%

+12.1%5 years · per year$10,000 became $17,680 · $16,583+10.6%

0.59%Expense ratio$59 · $4 a year on $10k · lower is better0.04%

0.85%Trailing 12-mo yield$85 · $146 a year on $10k1.46%

−7.6%Worst dropSmaller is better−7.9%

11.4%VolatilityLower is calmer11.0%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common2.8%

End-of-day Nov 10, 2026 · share of each fund

DUSA vs VIG Returns, Every Period

5Y

DavisDUSA

+12.1%

5 years, per year

VIGVanguard

+10.6%

5 years, per year

DUSAVIGFaded: behind in that period

3–1DUSA wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DUSA vs VIG

YTD

DavisDUSA

+13.0%

VIGVanguard

+15.1%

+13.0%Year to date+15.1%

−7.6%Worst drop · 1Y−7.9%

11.4%Volatility · 1Y11.0%

0.8%Yield1.5%

$1.3BAssets$109B

3–1VIG wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

VIG1.46%$146

DUSA0.85%$85

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$142most kept, VIG

VIG$146 − $4 = $142

DUSA$85 − $59 = $26

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DUSA, VIG

Today

2.8%most shared, DUSA and VIG

DUSAVIG

DUSA—2.8%

VIG2.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+21.1%DUSA, at 11.4% volatility

VIGWorst drop−7.9%11.0% vol

DUSAWorst drop−7.6%11.4% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VIGDUSA

+15.1%Year to date+13.0%

1.5%Yield0.8%

+17.8%Past year+21.1%

0.04%Fee0.59%

3–1VIG wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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DUSA and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two