Compare · 3 funds side by side · dividends reinvested

MLRG, VIG and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

MLRG, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA ETFUS Stock Styles · Large cap0.03%0.98%[…][…][…][…][…][…]$1.3B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: MLRG 2004 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA ETF · $1.3B[…]

MLRG

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 42.4% in common

MLRGMeasureVIG

[…]Year to dateJan 1 → Nov 4+16.4%

[…]1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%

0.98%Trailing 12-mo yield$98 · $144 a year on $10k1.44%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.2%

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

1–1Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MLRG vs VIG: Top 5 Holdings

Today

MLRG

26.7%in top 5

VIG

in top 522.1%

MLRGStockVIG

7.5%AAPL4.9%

7.3%NVDAnot top 5

5.6%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.7%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common42.4%

End-of-day Nov 4, 2026 · share of each fund

MLRG vs VIG Returns, Every Period

iSharesMLRG

[…]

past year

VIGVanguard

+18.9%

past year

Returns […]

MLRGVIGFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: MLRG vs VIG

YTD

iSharesMLRG

[…]

VIGVanguard

+16.4%

[…]Year to date+16.4%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y10.2%

1.0%Yield1.4%

$1.3BAssets$109B

1–0VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLRG, VIG, VUG

Today

0.03%lowest, MLRG

FundExpense ratioFee$10k

MLRG0.03%$3

VUG0.03%$3

VIG0.04%$4

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MLRG, VIG, VUG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

MLRG0.98%$98

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

MLRG$98 − $3 = $95

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MLRG, VIG, VUG

Today

55.3%most shared, MLRG and VUG

MLRGVIGVUG

MLRG—42.4%55.3%

VIG42.4%—26.4%

VUG55.3%26.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

VUGWorst drop−16.1%18.2% vol

MLRGWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGVUG

+16.4%Year to date+6.3%

1.4%Yield0.4%

+18.9%Past year+3.4%

0.04%Fee0.03%

3–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026