Compare · 2 funds side by side · dividends reinvested

GTR and VIG

GTRWisdomTree×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

GTR and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.4

WisdomTree Target Range FundUnsorted0.70%5.48%+6.7%+8.4%+13.6%+3.6%−6.0%10.2%$72M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: GTR 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Target Range Fund · $72M$11,941

GTR

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

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

GTRMeasureVIG

+6.7%Year to dateJan 1 → Nov 5+12.5%

+8.4%1 yearTotal return+15.2%

+13.6%3 years · per year$10,000 became $14,654 · $16,814+18.9%

+3.6%5 years · per year$10,000 became $11,941 · $16,331+10.3%

0.70%Expense ratio$70 · $4 a year on $10k · lower is better0.04%

5.48%Trailing 12-mo yield$548 · $149 a year on $10k1.49%

−6.0%Worst dropSmaller is better−7.9%

10.2%VolatilityLower is calmer10.8%

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

3–5VIG wins

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

More Ways to See the Pairs

GTR vs VIG: Top 5 Holdings

Today

GTR

100.2%in top 5

VIG

in top 522.1%

GTRStockVIG

78.8%912797VTnot top 5

11.7%01PSF7QYnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%01PRXPK3not top 5

not top 5JPM3.9%

3.6%01PRQ5D2not top 5

2.1%01PRQ2W3not top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

GTR vs VIG Returns, Every Period

WisdomTreeGTR

+3.6%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

GTRVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: GTR vs VIG

YTD

WisdomTreeGTR

+6.7%

VIGVanguard

+12.5%

+6.7%Year to date+12.5%

−6.0%Worst drop · 1Y−7.9%

10.2%Volatility · 1Y10.8%

5.5%Yield1.5%

$71.9MAssets$109B

3–1GTR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GTR, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

GTR0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: GTR, VIG

5.48%highest, GTR

FundTrailing yieldYield$10k

GTR5.48%$548

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$478most kept, GTR

GTR$548 − $70 = $478

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: GTR, VIG

Today

0.0%most shared, GTR and VIG

GTRVIG

GTR—0.0%

VIG0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

GTRWorst drop−6.0%10.2% vol

VIGWorst drop−7.9%10.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

GTRVIG

+6.7%Year to date+12.5%

5.5%Yield1.5%

+8.4%Past year+15.2%

0.70%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026