Compare · 2 funds side by side · dividends reinvested

HELS and VIG

HELSHedgeye×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 / 03

HELS 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%$109B1.0

Hedgeye 130/30 Equity ETFUnsorted0.70%0.02%−3.4%[…][…][…][…][…]$16M2.0

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: HELS 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Hedgeye 130/30 Equity ETF · $16M[…]

HELS

VIG

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

$10,000 five years ago, dividends reinvested · they hold 16.0% in common

HELSMeasureVIG

−3.4%Year to dateJan 1 → Nov 4+16.4%

[…]1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

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

0.02%Trailing 12-mo yield$2 · $144 a year on $10k1.44%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.2%

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

0–3VIG wins

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

More Ways to See the Pairs

HELS vs VIG: Top 5 Holdings

Today

HELS

18.1%in top 5

VIG

in top 522.1%

HELSStockVIG

3.8%MSFT4.9%

4.2%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.7%AMZNnot top 5

3.3%XOMnot top 5

3.2%PMnot top 5

Held in common16.0%

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

HELS vs VIG Returns, Every Period

HedgeyeHELS

[…]

past year

VIGVanguard

+18.9%

past year

HELSVIGFaded: behind in that period

0–1VIG wins

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

Unsorted vs Income: HELS vs VIG

YTD

HedgeyeHELS

−3.4%

VIGVanguard

+16.4%

−3.4%Year to date+16.4%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y10.2%

0.0%Yield1.4%

$15.9MAssets$109B

2–0VIG wins

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

Cost, Income and Risk

Fees: HELS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

HELS0.70%$70

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

Yields: HELS, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

HELS0.02%$2

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

HELS$2 − $70 = −$68

KeptFee

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

Overlap: HELS, VIG

Today

16.0%most shared, HELS and VIG

HELSVIG

HELS—16.0%

VIG16.0%—

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

HELSWorst drop[…][…]

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

Paid More vs Made More

YTD

VIGHELS

+16.4%Year to date−3.4%

1.4%Yield0.0%

+18.9%Past year[…]

0.04%Fee0.70%

3–0VIG 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