Compare · 2 funds side by side · dividends reinvested

GK and VIG

GKAdvisorShares×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

GK 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

AdvisorShares Gerber Kawasaki ETFUnsorted1.27%0.08%+5.4%+1.7%+20.6%+0.4%−14.6%20.4%$29M1.9

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: GK 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

AdvisorShares Gerber Kawasaki ETF · $29M$10,185

VIG

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

$10,000 five years ago, dividends reinvested · they hold 20.2% in common

GKMeasureVIG

+5.4%Year to dateJan 1 → Nov 4+16.4%

+1.7%1 yearTotal return+18.9%

+20.6%3 years · per year$10,000 became $17,555 · $17,533+20.6%

+0.4%5 years · per year$10,000 became $10,185 · $17,005+11.2%

1.27%Expense ratio$127 · $4 a year on $10k · lower is better0.04%

0.08%Trailing 12-mo yield$8 · $144 a year on $10k1.44%

−14.6%Worst dropSmaller is better−7.9%

20.4%VolatilityLower is calmer10.2%

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

0–7VIG wins

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

More Ways to See the Pairs

GK vs VIG: Top 5 Holdings

Today

39.6%in top 5

VIG

in top 522.1%

GKStockVIG

9.5%LLY4.1%

8.7%MUnot top 5

7.8%NVDAnot top 5

7.2%GOOGnot top 5

6.4%AAPL4.9%

not top 5MSFT4.9%

not top 5AVGO4.3%

not top 5JPM3.9%

Held in common20.2%

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

GK vs VIG Returns, Every Period

AdvisorSharesGK

+0.4%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

GKVIGFaded: behind in that period

0–3VIG wins

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

Unsorted vs Income: GK vs VIG

YTD

AdvisorSharesGK

+5.4%

VIGVanguard

+16.4%

+5.4%Year to date+16.4%

−14.6%Worst drop · 1Y−7.9%

20.4%Volatility · 1Y10.2%

0.1%Yield1.4%

$29.2MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: GK, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

GK1.27%$127

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

Yields: GK, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

GK0.08%$8

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

GK$8 − $127 = −$119

KeptFee

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

Overlap: GK, VIG

Today

20.2%most shared, GK and VIG

GKVIG

GK—20.2%

VIG20.2%—

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

GKWorst drop−14.6%20.4% vol

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

Paid More vs Made More

YTD

VIGGK

+16.4%Year to date+5.4%

1.4%Yield0.1%

+18.9%Past year+1.7%

0.04%Fee1.27%

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