Compare · 2 funds side by side · dividends reinvested

FEBZ and VIG

FEBZTrueShares×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

FEBZ 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

TrueShares Structured Outcome (February) ETFDefined Outcome · Hedged equity0.79%2.94%+8.8%+8.3%+16.6%+10.1%−7.2%10.0%$32M1.6

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: FEBZ 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (February) ETF · $32M$16,144

FEBZ

VIG

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

$10,000 five years ago, dividends reinvested

FEBZMeasureVIG

+8.8%Year to dateJan 1 → Nov 4+16.4%

+8.3%1 yearTotal return+18.9%

+16.6%3 years · per year$10,000 became $15,838 · $17,533+20.6%

+10.1%5 years · per year$10,000 became $16,144 · $17,005+11.2%

0.79%Expense ratio$79 · $4 a year on $10k · lower is better0.04%

2.94%Trailing 12-mo yield$294 · $144 a year on $10k1.44%

−7.2%Worst dropSmaller is better−7.9%

10.0%VolatilityLower is calmer10.2%

FEBZVIG 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

FEBZ vs VIG: Top 5 Holdings

Today

FEBZ

[…]in top 5

VIG

in top 522.1%

FEBZStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

FEBZ vs VIG Returns, Every Period

TrueSharesFEBZ

+10.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

FEBZVIGFaded: behind in that period

0–4VIG wins

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

Defined Outcome vs Income: FEBZ vs VIG

YTD

TrueSharesFEBZ

+8.8%

VIGVanguard

+16.4%

+8.8%Year to date+16.4%

−7.2%Worst drop · 1Y−7.9%

10.0%Volatility · 1Y10.2%

2.9%Yield1.4%

$31.9MAssets$109B

3–1FEBZ wins

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

Cost, Income and Risk

Fees: FEBZ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FEBZ0.79%$79

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

Yields: FEBZ, VIG

2.94%highest, FEBZ

FundTrailing yieldYield$10k

FEBZ2.94%$294

VIG1.44%$144

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

Income After Fees on $10,000

$215most kept, FEBZ

FEBZ$294 − $79 = $215

VIG$144 − $4 = $140

KeptFee

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

Overlap: FEBZ, VIG

Today

[…]holdings […]

FEBZVIG

FEBZ—[…]

VIG[…]—

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

FEBZWorst drop−7.2%10.0% 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

FEBZVIG

+8.8%Year to date+16.4%

2.9%Yield1.4%

+8.3%Past year+18.9%

0.79%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