Compare · 2 funds side by side · dividends reinvested

LIAM and VIG

LIAMStone Ridge×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,638VIG · best of the two

02 / 04

LIAM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.3

Stone Ridge Trust - LifeX 2055 Inflation-Protected Longevity Income ETFBonds & Cash · Treasuries0.25%4.70%−2.4%−3.6%[…][…]−9.0%6.6%$5M1.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: LIAM 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Stone Ridge Trust - LifeX 2055 Inflation-Protected Longevity Income ETF · $5M[…]

LIAM

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested

LIAMMeasureVIG

−2.4%Year to dateJan 1 → Nov 9+14.8%

−3.6%1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

0.25%Expense ratio$25 · $4 a year on $10k · lower is better0.04%

4.70%Trailing 12-mo yield$470 · $146 a year on $10k1.46%

−9.0%Worst dropSmaller is better−7.9%

6.6%VolatilityLower is calmer11.0%

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

2–4VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LIAM vs VIG: Top 5 Holdings

Today

LIAM

[…]in top 5

VIG

in top 522.1%

LIAMStockVIG

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 9, 2026 · share of each fund

LIAM vs VIG Returns, Every Period

Stone RidgeLIAM

−3.6%

past year

VIGVanguard

+17.6%

past year

LIAMVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: LIAM vs VIG

YTD

Stone RidgeLIAM

−2.4%

VIGVanguard

+14.8%

−2.4%Year to date+14.8%

−9.0%Worst drop · 1Y−7.9%

6.6%Volatility · 1Y11.0%

4.7%Yield1.5%

$5.0MAssets$109B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LIAM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

LIAM0.25%$25

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LIAM, VIG

4.70%highest, LIAM

FundTrailing yieldYield$10k

LIAM4.70%$470

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$445most kept, LIAM

LIAM$470 − $25 = $445

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LIAM, VIG

Today

[…]holdings […]

LIAMVIG

LIAM—[…]

VIG[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.6%VIG, at 11.0% volatility

LIAMWorst drop−9.0%6.6% vol

VIGWorst drop−7.9%11.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

LIAMVIG

−2.4%Year to date+14.8%

4.7%Yield1.5%

−3.6%Past year+17.6%

0.25%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026