Compare · 2 funds side by side · dividends reinvested

KNOW and VIG

KNOWMason Capital×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

KNOW 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%$109B1.3

Fundamentals First ETFUS Stock Styles · Large cap1.10%1.24%+11.8%+15.0%[…][…]−6.7%9.7%$9M1.7

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: KNOW 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Fundamentals First ETF · $9M[…]

KNOW

VIG

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

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

KNOWMeasureVIG

+11.8%Year to dateJan 1 → Nov 5+12.5%

+15.0%1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

1.10%Expense ratio$110 · $4 a year on $10k · lower is better0.04%

1.24%Trailing 12-mo yield$124 · $149 a year on $10k1.49%

−6.7%Worst dropSmaller is better−7.9%

9.7%VolatilityLower is calmer10.8%

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

2–4VIG wins

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

More Ways to See the Pairs

KNOW vs VIG: Top 5 Holdings

Today

KNOW

10.4%in top 5

VIG

in top 522.1%

KNOWStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.3%TSMnot top 5

2.2%GOOGnot top 5

2.0%GWWnot top 5

2.0%KLACnot top 5

1.9%NVSnot top 5

Held in common10.2%

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

KNOW vs VIG Returns, Every Period

Mason CapitalKNOW

+15.0%

past year

VIGVanguard

+15.2%

past year

KNOWVIGFaded: behind in that period

0–2VIG wins

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

Stocks vs Income: KNOW vs VIG

YTD

Mason CapitalKNOW

+11.8%

VIGVanguard

+12.5%

+11.8%Year to date+12.5%

−6.7%Worst drop · 1Y−7.9%

9.7%Volatility · 1Y10.8%

1.2%Yield1.5%

$8.5MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: KNOW, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

KNOW1.10%$110

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

Yields: KNOW, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

KNOW1.24%$124

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

KNOW$124 − $110 = $14

KeptFee

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

Overlap: KNOW, VIG

Today

10.2%most shared, KNOW and VIG

KNOWVIG

KNOW—10.2%

VIG10.2%—

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

KNOWWorst drop−6.7%9.7% 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

VIGKNOW

+12.5%Year to date+11.8%

1.5%Yield1.2%

+15.2%Past year+15.0%

0.04%Fee1.10%

4–0VIG 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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026