Compare · 3 funds side by side · dividends reinvested

LRGF, VIG and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,000LRGF · best of the three

02 / 04

LRGF, VIG and VUG, 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%$109B1.5

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.10%+8.8%+8.9%+22.2%+12.5%−8.7%13.6%$3.6B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

Rank among the three1st → 3rdFee, 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: LRGF 2015 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Equity Factor ETF · $3.6B$18,000

LRGF

VIG

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

$10,000 five years ago, dividends reinvested · they hold 37.6% in common

LRGFMeasureVIG

+8.8%Year to dateJan 1 → Nov 6+12.1%

+8.9%1 yearTotal return+14.3%

+22.2%3 years · per year$10,000 became $18,250 · $16,669+18.6%

+12.5%5 years · per year$10,000 became $18,000 · $16,243+10.2%

0.08%Expense ratio$8 · $4 a year on $10k · lower is better0.04%

1.10%Trailing 12-mo yield$110 · $150 a year on $10k1.50%

−8.7%Worst dropSmaller is better−7.9%

13.6%VolatilityLower is calmer10.8%

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

2–6VIG wins

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

More Ways to See the Pairs

LRGF vs VIG: Top 5 Holdings

Today

LRGF

26.3%in top 5

VIG

in top 522.1%

LRGFStockVIG

7.4%AAPL4.9%

6.4%NVDAnot top 5

5.7%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.4%GOOGnot top 5

3.4%AMZNnot top 5

Held in common37.6%

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

LRGF vs VIG Returns, Every Period

iSharesLRGF

+12.5%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

LRGFVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: LRGF vs VIG

YTD

iSharesLRGF

+8.8%

VIGVanguard

+12.1%

+8.8%Year to date+12.1%

−8.7%Worst drop · 1Y−7.9%

13.6%Volatility · 1Y10.8%

1.1%Yield1.5%

$3.6BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: LRGF, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

LRGF0.08%$8

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

Yields: LRGF, VIG, VUG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

LRGF1.10%$110

VUG0.42%$42

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

LRGF$110 − $8 = $102

VUG$42 − $3 = $39

KeptFee

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

Overlap: LRGF, VIG, VUG

Today

45.9%most shared, LRGF and VUG

LRGFVIGVUG

LRGF—37.6%45.9%

VIG37.6%—26.4%

VUG45.9%26.4%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

LRGFWorst drop−8.7%13.6% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VIGLRGF

+12.1%Year to date+8.8%

1.5%Yield1.1%

+14.3%Past year+8.9%

0.04%Fee0.08%

4–0VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026