Compare · 2 funds side by side · dividends reinvested

LENS and VIG

LENSSarmaya×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

LENS 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

EA Series Trust - Sarmaya Thematic ETFUnsorted0.79%1.50%+6.4%+26.3%[…][…]−24.6%27.9%$65M1.7

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: LENS 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

EA Series Trust - Sarmaya Thematic ETF · $65M[…]

LENS

VIG

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

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

LENSMeasureVIG

+6.4%Year to dateJan 1 → Nov 5+12.5%

+26.3%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%

0.79%Expense ratio$79 · $4 a year on $10k · lower is better0.04%

1.50%Trailing 12-mo yield$150 · $149 a year on $10k1.49%

−24.6%Worst dropSmaller is better−7.9%

27.9%VolatilityLower is calmer10.8%

LENSVIG 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

LENS vs VIG: Top 5 Holdings

Today

LENS

26.4%in top 5

VIG

in top 522.1%

LENSStockVIG

8.3%GLDMnot top 5

6.5%IAUMnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

4.2%CVXnot top 5

4.1%XOMnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

3.2%RRCnot top 5

Held in common3.4%

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

LENS vs VIG Returns, Every Period

SarmayaLENS

+26.3%

past year

VIGVanguard

+15.2%

past year

LENSVIGFaded: behind in that period

1–1Level

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

Unsorted vs Income: LENS vs VIG

YTD

SarmayaLENS

+6.4%

VIGVanguard

+12.5%

+6.4%Year to date+12.5%

−24.6%Worst drop · 1Y−7.9%

27.9%Volatility · 1Y10.8%

1.5%Yield1.5%

$64.8MAssets$109B

3–0VIG wins

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

Cost, Income and Risk

Fees: LENS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

LENS0.79%$79

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

Yields: LENS, VIG

1.50%highest, LENS

FundTrailing yieldYield$10k

LENS1.50%$150

VIG1.49%$149

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

LENS$150 − $79 = $71

KeptFee

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

Overlap: LENS, VIG

Today

3.4%most shared, LENS and VIG

LENSVIG

LENS—3.4%

VIG3.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.3%LENS, at 27.9% volatility

VIGWorst drop−7.9%10.8% vol

LENSWorst drop−24.6%27.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

LENSVIG

+6.4%Year to date+12.5%

1.5%Yield1.5%

+26.3%Past year+15.2%

0.79%Fee0.04%

2–1VIG 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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026