Compare · 2 funds side by side · dividends reinvested

IPO and VIG

IPORenaissance×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

IPO 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

Renaissance IPO ETFUnsorted0.60%0.13%+3.9%−3.5%+17.5%−6.6%−22.2%33.2%$128M2.0

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: IPO 2013 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Renaissance IPO ETF · $128M$7,101

IPO

VIG

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

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

IPOMeasureVIG

+3.9%Year to dateJan 1 → Nov 4+16.4%

−3.5%1 yearTotal return+18.9%

+17.5%3 years · per year$10,000 became $16,202 · $17,533+20.6%

−6.6%5 years · per year$10,000 became $7,101 · $17,005+11.2%

0.60%Expense ratio$60 · $4 a year on $10k · lower is better0.04%

0.13%Trailing 12-mo yield$13 · $144 a year on $10k1.44%

−22.2%Worst dropSmaller is better−7.9%

33.2%VolatilityLower is calmer10.2%

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

0–8VIG wins

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

More Ways to See the Pairs

IPO vs VIG: Top 5 Holdings

Today

IPO

37.8%in top 5

VIG

in top 522.1%

IPOStockVIG

10.3%SPCXnot top 5

8.8%ALABnot top 5

8.7%SKHYnot top 5

5.2%RBRKnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.9%CRWVnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

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

IPO vs VIG Returns, Every Period

RenaissanceIPO

−6.6%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

IPOVIGFaded: behind in that period

0–4VIG wins

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

Unsorted vs Income: IPO vs VIG

YTD

RenaissanceIPO

+3.9%

VIGVanguard

+16.4%

+3.9%Year to date+16.4%

−22.2%Worst drop · 1Y−7.9%

33.2%Volatility · 1Y10.2%

0.1%Yield1.4%

$128MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: IPO, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IPO0.60%$60

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

Yields: IPO, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

IPO0.13%$13

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

IPO$13 − $60 = −$47

KeptFee

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

Overlap: IPO, VIG

Today

0.0%most shared, IPO and VIG

IPOVIG

IPO—0.0%

VIG0.0%—

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

IPOWorst drop−22.2%33.2% vol

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

Paid More vs Made More

YTD

VIGIPO

+16.4%Year to date+3.9%

1.4%Yield0.1%

+18.9%Past year−3.5%

0.04%Fee0.60%

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%

$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