Compare · 2 funds side by side · dividends reinvested

MEDX and VIG

MEDXHorizon Kinetics×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

MEDX and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

Horizon Kinetics Medical ETFSectors · Health care0.85%1.09%+13.1%+22.5%+14.4%[…]−10.6%19.3%$18M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: MEDX 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Kinetics Medical ETF · $18M[…]

MEDX

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 11.6% in common

MEDXMeasureVIG

+13.1%Year to dateJan 1 → Nov 5+12.5%

+22.5%1 yearTotal return+15.2%

+14.4%3 years · per year$10,000 became $14,990 · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.85%Expense ratio$85 · $4 a year on $10k · lower is better0.04%

1.09%Trailing 12-mo yield$109 · $149 a year on $10k1.49%

−10.6%Worst dropSmaller is better−7.9%

19.3%VolatilityLower is calmer10.8%

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

2–5VIG wins

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

More Ways to See the Pairs

MEDX vs VIG: Top 5 Holdings

Today

MEDX

48.2%in top 5

VIG

in top 522.1%

MEDXStockVIG

20.7%LLY4.1%

9.9%ABBVnot top 5

6.9%NVSnot top 5

5.8%JNJnot top 5

4.9%AMGNnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5JPM3.9%

Held in common11.6%

End-of-day Nov 5, 2026 · share of each fund

MEDX vs VIG Returns, Every Period

Horizon KineticsMEDX

+22.5%

past year

VIGVanguard

+15.2%

past year

MEDXVIGFaded: behind in that period

2–1MEDX wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: MEDX vs VIG

YTD

Horizon KineticsMEDX

+13.1%

VIGVanguard

+12.5%

+13.1%Year to date+12.5%

−10.6%Worst drop · 1Y−7.9%

19.3%Volatility · 1Y10.8%

1.1%Yield1.5%

$18.1MAssets$109B

3–1VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MEDX, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MEDX0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MEDX, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

MEDX1.09%$109

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

MEDX$109 − $85 = $24

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MEDX, VIG

Today

11.6%most shared, MEDX and VIG

MEDXVIG

MEDX—11.6%

VIG11.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.5%MEDX, at 19.3% volatility

VIGWorst drop−7.9%10.8% vol

MEDXWorst drop−10.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGMEDX

+12.5%Year to date+13.1%

1.5%Yield1.1%

+15.2%Past year+22.5%

0.04%Fee0.85%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026