Compare · 2 funds side by side · dividends reinvested

ISMD and VIG

ISMDInspire×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

ISMD 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%$109B1.4

Inspire Small/Mid Cap ETFUS Stock Styles · Mid cap0.53%1.38%+25.9%+28.2%+20.9%+9.0%−9.7%16.7%$331M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: ISMD 2017 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Inspire Small/Mid Cap ETF · $331M$15,372

ISMD

VIG

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

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

ISMDMeasureVIG

+25.9%Year to dateJan 1 → Nov 4+16.4%

+28.2%1 yearTotal return+18.9%

+20.9%3 years · per year$10,000 became $17,650 · $17,533+20.6%

+9.0%5 years · per year$10,000 became $15,372 · $17,005+11.2%

0.53%Expense ratio$53 · $4 a year on $10k · lower is better0.04%

1.38%Trailing 12-mo yield$138 · $144 a year on $10k1.44%

−9.7%Worst dropSmaller is better−7.9%

16.7%VolatilityLower is calmer10.2%

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

3–5VIG wins

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

More Ways to See the Pairs

ISMD vs VIG: Top 5 Holdings

Today

ISMD

1.5%in top 5

VIG

in top 522.1%

ISMDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.3%SGRYnot top 5

0.3%DFINnot top 5

0.3%RCIInot top 5

0.3%PCRXnot top 5

0.3%APPNnot top 5

Held in common1.0%

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

ISMD vs VIG Returns, Every Period

InspireISMD

+9.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

ISMDVIGFaded: behind in that period

3–1ISMD wins

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

Stocks vs Income: ISMD vs VIG

YTD

InspireISMD

+25.9%

VIGVanguard

+16.4%

+25.9%Year to date+16.4%

−9.7%Worst drop · 1Y−7.9%

16.7%Volatility · 1Y10.2%

1.4%Yield1.4%

$331MAssets$109B

2–1VIG wins

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

Cost, Income and Risk

Fees: ISMD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

ISMD0.53%$53

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

Yields: ISMD, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

ISMD1.38%$138

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

ISMD$138 − $53 = $85

KeptFee

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

Overlap: ISMD, VIG

Today

1.0%most shared, ISMD and VIG

ISMDVIG

ISMD—1.0%

VIG1.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.2%ISMD, at 16.7% volatility

VIGWorst drop−7.9%10.2% vol

ISMDWorst drop−9.7%16.7% vol

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

Paid More vs Made More

YTD

VIGISMD

+16.4%Year to date+25.9%

1.4%Yield1.4%

+18.9%Past year+28.2%

0.04%Fee0.53%

2–1ISMD 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