Compare · 2 funds side by side · dividends reinvested

GDMA and VIG

GDMAGadsden×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

GDMA 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%$109B1.1

Gadsden Dynamic Multi-Asset ETFUnsorted0.75%2.66%+4.9%+6.5%+13.0%+7.5%−9.4%14.9%$192M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: GDMA 2018 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Gadsden Dynamic Multi-Asset ETF · $192M$14,330

GDMA

VIG

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

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

GDMAMeasureVIG

+4.9%Year to dateJan 1 → Nov 4+16.4%

+6.5%1 yearTotal return+18.9%

+13.0%3 years · per year$10,000 became $14,448 · $17,533+20.6%

+7.5%5 years · per year$10,000 became $14,330 · $17,005+11.2%

0.75%Expense ratio$75 · $4 a year on $10k · lower is better0.04%

2.66%Trailing 12-mo yield$266 · $144 a year on $10k1.44%

−9.4%Worst dropSmaller is better−7.9%

14.9%VolatilityLower is calmer10.2%

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

1–7VIG wins

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

More Ways to See the Pairs

GDMA vs VIG: Top 5 Holdings

Today

GDMA

51.4%in top 5

VIG

in top 522.1%

GDMAStockVIG

20.1%SCHRnot top 5

11.0%IEFnot top 5

10.1%SCHOnot top 5

5.2%XLVnot top 5

5.0%SCHQnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common3.3%

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

GDMA vs VIG Returns, Every Period

GadsdenGDMA

+7.5%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

GDMAVIGFaded: behind in that period

0–4VIG wins

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

Unsorted vs Income: GDMA vs VIG

YTD

GadsdenGDMA

+4.9%

VIGVanguard

+16.4%

+4.9%Year to date+16.4%

−9.4%Worst drop · 1Y−7.9%

14.9%Volatility · 1Y10.2%

2.7%Yield1.4%

$192MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: GDMA, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

GDMA0.75%$75

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

Yields: GDMA, VIG

2.66%highest, GDMA

FundTrailing yieldYield$10k

GDMA2.66%$266

VIG1.44%$144

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

Income After Fees on $10,000

$191most kept, GDMA

GDMA$266 − $75 = $191

VIG$144 − $4 = $140

KeptFee

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

Overlap: GDMA, VIG

Today

3.3%most shared, GDMA and VIG

GDMAVIG

GDMA—3.3%

VIG3.3%—

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

GDMAWorst drop−9.4%14.9% vol

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

Paid More vs Made More

YTD

GDMAVIG

+4.9%Year to date+16.4%

2.7%Yield1.4%

+6.5%Past year+18.9%

0.75%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