Compare · 3 funds side by side · dividends reinvested

LQDI, VIG and SGOV

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

02 / 04

LQDI, VIG and SGOV, 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%$109B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.9

iShares Inflation Hedged Corporate Bond ETFBonds & Cash · Corporate0.33%4.87%−0.9%−0.8%+5.5%+0.4%−5.4%5.2%$62M2.4

Rank among the three1st → 3rdFee, 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: LQDI 2018 · VIG 2006 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Inflation Hedged Corporate Bond ETF · $62M$10,215

LQDI

VIG

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

$10,000 five years ago, dividends reinvested

LQDIMeasureVIG

−0.9%Year to dateJan 1 → Nov 9+14.8%

−0.8%1 yearTotal return+17.6%

+5.5%3 years · per year$10,000 became $11,758 · $16,775+18.8%

+0.4%5 years · per year$10,000 became $10,215 · $16,638+10.7%

0.33%Expense ratio$33 · $4 a year on $10k · lower is better0.04%

4.87%Trailing 12-mo yield$487 · $146 a year on $10k1.46%

−5.4%Worst dropSmaller is better−7.9%

5.2%VolatilityLower is calmer11.0%

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

3–5VIG wins

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

More Ways to See the Pairs

LQDI vs VIG: Top 5 Holdings

Today

LQDI

[…]in top 5

VIG

in top 522.1%

LQDIStockVIG

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

LQDI vs VIG Returns, Every Period

iSharesLQDI

+0.4%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

LQDIVIGFaded: behind in that period

0–4VIG wins

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

LQDI vs SGOV

YTD

iSharesLQDI

−0.9%

SGOViShares

+3.2%

−0.9%Year to date+3.2%

−5.4%Worst drop · 1Y+0.0%

5.2%Volatility · 1Y0.2%

4.9%Yield3.6%

$61.8MAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: LQDI, VIG, SGOV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SGOV0.09%$9

LQDI0.33%$33

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

Yields: LQDI, VIG, SGOV

4.87%highest, LQDI

FundTrailing yieldYield$10k

LQDI4.87%$487

SGOV3.63%$363

VIG1.46%$146

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

Income After Fees on $10,000

$454most kept, LQDI

LQDI$487 − $33 = $454

SGOV$363 − $9 = $354

VIG$146 − $4 = $142

KeptFee

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

Overlap: LQDI, VIG, SGOV

Today

[…]holdings […]

LQDIVIGSGOV

LQDI—[…][…]

VIG[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

SGOVWorst drop0.0%0.2% vol

LQDIWorst drop−5.4%5.2% 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

LQDIVIG

−0.9%Year to date+14.8%

4.9%Yield1.5%

−0.8%Past year+17.6%

0.33%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

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