Compare · 2 funds side by side · dividends reinvested

LPRE and VIG

LPRELong Pond×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 04

LPRE and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.3

Long Pond Real Estate Select ETFSectors · Real estate1.00%1.74%+11.9%+16.8%[…][…]−12.8%15.9%$192M1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: LPRE 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Long Pond Real Estate Select ETF · $192M[…]

LPRE

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

LPREMeasureVIG

+11.9%Year to dateJan 1 → Nov 6+12.1%

+16.8%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

1.00%Expense ratio$100 · $4 a year on $10k · lower is better0.04%

1.74%Trailing 12-mo yield$174 · $150 a year on $10k1.50%

−12.8%Worst dropSmaller is better−7.9%

15.9%VolatilityLower is calmer10.8%

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

2–4VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LPRE vs VIG: Top 5 Holdings

Today

LPRE

34.9%in top 5

VIG

in top 522.1%

LPREStockVIG

7.7%ELSnot top 5

7.5%IRTnot top 5

7.1%HGVnot top 5

6.4%Hnot top 5

6.2%JANnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.2%

End-of-day Nov 6, 2026 · share of each fund

LPRE vs VIG Returns, Every Period

Long PondLPRE

+16.8%

past year

VIGVanguard

+14.3%

past year

LPREVIGFaded: behind in that period

1–1Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Income: LPRE vs VIG

YTD

Long PondLPRE

+11.9%

VIGVanguard

+12.1%

+11.9%Year to date+12.1%

−12.8%Worst drop · 1Y−7.9%

15.9%Volatility · 1Y10.8%

1.7%Yield1.5%

$192MAssets$109B

3–1VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LPRE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

LPRE1.00%$100

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LPRE, VIG

1.74%highest, LPRE

FundTrailing yieldYield$10k

LPRE1.74%$174

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

LPRE$174 − $100 = $74

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LPRE, VIG

Today

0.2%most shared, LPRE and VIG

LPREVIG

LPRE—0.2%

VIG0.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.8%LPRE, at 15.9% volatility

VIGWorst drop−7.9%10.8% vol

LPREWorst drop−12.8%15.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

LPREVIG

+11.9%Year to date+12.1%

1.7%Yield1.5%

+16.8%Past year+14.3%

1.00%Fee0.04%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026