Compare · 2 funds side by side · dividends reinvested

MDLV and VIG

MDLVMorgan Dempsey×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

MDLV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Morgan Dempsey Large Cap Value ETFUS Stock Styles · Value0.58%2.55%+14.9%+19.3%+15.1%[…]−6.1%9.6%$48M1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.6

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: MDLV 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Morgan Dempsey Large Cap Value ETF · $48M[…]

MDLV

VIG

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

$10,000 five years ago, dividends reinvested · they hold 18.1% in common

MDLVMeasureVIG

+14.9%Year to dateJan 1 → Nov 9+14.8%

+19.3%1 yearTotal return+17.6%

+15.1%3 years · per year$10,000 became $15,231 · $16,775+18.8%

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

0.58%Expense ratio$58 · $4 a year on $10k · lower is better0.04%

2.55%Trailing 12-mo yield$255 · $146 a year on $10k1.46%

−6.1%Worst dropSmaller is better−7.9%

9.6%VolatilityLower is calmer11.0%

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

5–2MDLV wins

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

More Ways to See the Pairs

MDLV vs VIG: Top 5 Holdings

Today

MDLV

18.5%in top 5

VIG

in top 522.1%

MDLVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

4.2%XOMnot top 5

not top 5LLY4.1%

4.0%BILnot top 5

not top 5JPM3.9%

3.5%ETRnot top 5

3.5%JNJnot top 5

3.4%CVXnot top 5

Held in common18.1%

End-of-day Nov 9, 2026 · share of each fund

MDLV vs VIG Returns, Every Period

Morgan DempseyMDLV

+19.3%

past year

VIGVanguard

+17.6%

past year

MDLVVIGFaded: behind in that period

2–1MDLV wins

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

Stocks vs Income: MDLV vs VIG

YTD

Morgan DempseyMDLV

+14.9%

VIGVanguard

+14.8%

+14.9%Year to date+14.8%

−6.1%Worst drop · 1Y−7.9%

9.6%Volatility · 1Y11.0%

2.6%Yield1.5%

$47.5MAssets$109B

4–0MDLV wins

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

Cost, Income and Risk

Fees: MDLV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MDLV0.58%$58

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

Yields: MDLV, VIG

2.55%highest, MDLV

FundTrailing yieldYield$10k

MDLV2.55%$255

VIG1.46%$146

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

Income After Fees on $10,000

$197most kept, MDLV

MDLV$255 − $58 = $197

VIG$146 − $4 = $142

KeptFee

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

Overlap: MDLV, VIG

Today

18.1%most shared, MDLV and VIG

MDLVVIG

MDLV—18.1%

VIG18.1%—

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

Return vs Bumpiness: 2 ETFs

+19.3%MDLV, at 9.6% volatility

MDLVWorst drop−6.1%9.6% 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

MDLVVIG

+14.9%Year to date+14.8%

2.6%Yield1.5%

+19.3%Past year+17.6%

0.58%Fee0.04%

3–1MDLV 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