Compare · 2 funds side by side · dividends reinvested

EPS and VIG

EPSWisdomTree×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,029EPS · best of the two

02 / 04

EPS 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%$109B1.3

WisdomTree U.S. LargeCap FundUS Stock Styles · Large cap0.08%1.12%+14.2%+15.6%+23.7%+12.5%−8.4%12.4%$1.6B1.8

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: EPS 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Fund · $1.6B$18,029

EPS

VIG

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

$10,000 five years ago, dividends reinvested · they hold 40.6% in common

EPSMeasureVIG

+14.2%Year to dateJan 1 → Nov 4+16.4%

+15.6%1 yearTotal return+18.9%

+23.7%3 years · per year$10,000 became $18,913 · $17,533+20.6%

+12.5%5 years · per year$10,000 became $18,029 · $17,005+11.2%

0.08%Expense ratio$8 · $4 a year on $10k · lower is better0.04%

1.12%Trailing 12-mo yield$112 · $144 a year on $10k1.44%

−8.4%Worst dropSmaller is better−7.9%

12.4%VolatilityLower is calmer10.2%

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

2–6VIG wins

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

More Ways to See the Pairs

EPS vs VIG: Top 5 Holdings

Today

EPS

28.2%in top 5

VIG

in top 522.1%

EPSStockVIG

7.1%NVDAnot top 5

6.0%AAPL4.9%

5.6%AMZNnot top 5

4.7%MSFT4.9%

4.8%GOOGLnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common40.6%

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

EPS vs VIG Returns, Every Period

WisdomTreeEPS

+12.5%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

EPSVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: EPS vs VIG

YTD

WisdomTreeEPS

+14.2%

VIGVanguard

+16.4%

+14.2%Year to date+16.4%

−8.4%Worst drop · 1Y−7.9%

12.4%Volatility · 1Y10.2%

1.1%Yield1.4%

$1.6BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: EPS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

EPS0.08%$8

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

Yields: EPS, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

EPS1.12%$112

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

EPS$112 − $8 = $104

KeptFee

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

Overlap: EPS, VIG

Today

40.6%most shared, EPS and VIG

EPSVIG

EPS—40.6%

VIG40.6%—

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

EPSWorst drop−8.4%12.4% vol

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

Paid More vs Made More

YTD

VIGEPS

+16.4%Year to date+14.2%

1.4%Yield1.1%

+18.9%Past year+15.6%

0.04%Fee0.08%

4–0VIG 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