Compare · 2 funds side by side · dividends reinvested

EPU and VIG

EPUiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$34,154EPU · best of the two

02 / 04

EPU and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Peru and Global Exposure ETFInternational · Global0.59%2.06%+16.2%+35.8%+47.1%+27.8%−20.9%32.6%$497M1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$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 4, 2026 · returns include dividends · since: EPU 2009 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Peru and Global Exposure ETF · $497M$34,154

EPU

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EPUMeasureVIG

+16.2%Year to dateJan 1 → Nov 4+16.4%

+35.8%1 yearTotal return+18.9%

+47.1%3 years · per year$10,000 became $31,815 · $17,533+20.6%

+27.8%5 years · per year$10,000 became $34,154 · $17,005+11.2%

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

2.06%Trailing 12-mo yield$206 · $144 a year on $10k1.44%

−20.9%Worst dropSmaller is better−7.9%

32.6%VolatilityLower is calmer10.2%

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

4–4Level

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

More Ways to See the Pairs

EPU vs VIG: Top 5 Holdings

Today

EPU

57.4%in top 5

VIG

in top 522.1%

EPUStockVIG

24.1%BAPnot top 5

22.8%SCCOnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

3.9%BVNnot top 5

not top 5JPM3.9%

3.5%HOC.Lnot top 5

3.0%ISA.CLnot top 5

Held in common0.0%

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

EPU vs VIG Returns, Every Period

iSharesEPU

+27.8%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

EPUVIGFaded: behind in that period

3–1EPU wins

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

International vs Income: EPU vs VIG

YTD

iSharesEPU

+16.2%

VIGVanguard

+16.4%

+16.2%Year to date+16.4%

−20.9%Worst drop · 1Y−7.9%

32.6%Volatility · 1Y10.2%

2.1%Yield1.4%

$497MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: EPU, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

EPU0.59%$59

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

Yields: EPU, VIG

2.06%highest, EPU

FundTrailing yieldYield$10k

EPU2.06%$206

VIG1.44%$144

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

Income After Fees on $10,000

$147most kept, EPU

EPU$206 − $59 = $147

VIG$144 − $4 = $140

KeptFee

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

Overlap: EPU, VIG

Today

0.0%most shared, EPU and VIG

EPUVIG

EPU—0.0%

VIG0.0%—

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

Return vs Bumpiness: 2 ETFs

+35.8%EPU, at 32.6% volatility

VIGWorst drop−7.9%10.2% vol

EPUWorst drop−20.9%32.6% vol

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

Paid More vs Made More

YTD

EPUVIG

+16.2%Year to date+16.4%

2.1%Yield1.4%

+35.8%Past year+18.9%

0.59%Fee0.04%

2–2level

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