Compare · 2 funds side by side · dividends reinvested

JMBS and VIG

JMBSJanus Henderson×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

JMBS 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

Janus Henderson Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.21%5.40%−0.5%+0.4%+6.6%+0.5%−6.0%4.9%$6.3B1.6

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: JMBS 2018 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Janus Henderson Mortgage-Backed Securities ETF · $6.3B$10,267

JMBS

VIG

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

$10,000 five years ago, dividends reinvested

JMBSMeasureVIG

−0.5%Year to dateJan 1 → Nov 4+16.4%

+0.4%1 yearTotal return+18.9%

+6.6%3 years · per year$10,000 became $12,129 · $17,533+20.6%

+0.5%5 years · per year$10,000 became $10,267 · $17,005+11.2%

0.21%Expense ratio$21 · $4 a year on $10k · lower is better0.04%

5.40%Trailing 12-mo yield$540 · $144 a year on $10k1.44%

−6.0%Worst dropSmaller is better−7.9%

4.9%VolatilityLower is calmer10.2%

JMBSVIG 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

JMBS vs VIG: Top 5 Holdings

Today

JMBS

[…]in top 5

VIG

in top 522.1%

JMBSStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

JMBS vs VIG Returns, Every Period

Janus HendersonJMBS

+0.5%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

JMBSVIGFaded: behind in that period

0–4VIG wins

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

Bonds vs Income: JMBS vs VIG

YTD

Janus HendersonJMBS

−0.5%

VIGVanguard

+16.4%

−0.5%Year to date+16.4%

−6.0%Worst drop · 1Y−7.9%

4.9%Volatility · 1Y10.2%

5.4%Yield1.4%

$6.3BAssets$109B

3–1JMBS wins

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

Cost, Income and Risk

Fees: JMBS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JMBS0.21%$21

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

Yields: JMBS, VIG

5.40%highest, JMBS

FundTrailing yieldYield$10k

JMBS5.40%$540

VIG1.44%$144

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

Income After Fees on $10,000

$519most kept, JMBS

JMBS$540 − $21 = $519

VIG$144 − $4 = $140

KeptFee

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

Overlap: JMBS, VIG

Today

[…]holdings […]

JMBSVIG

JMBS—[…]

VIG[…]—

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

JMBSWorst drop−6.0%4.9% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

JMBSVIG

−0.5%Year to date+16.4%

5.4%Yield1.4%

+0.4%Past year+18.9%

0.21%Fee0.04%

3–1VIG 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