Compare · 2 funds side by side · dividends reinvested

MSFO and VIG

MSFOYieldMax×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

MSFO 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%$109B1.1

YieldMax MSFT Option Income Strategy ETFThematic Income · A single stock1.03%37.40%+11.0%+5.3%+16.1%[…]−27.2%29.4%$103M1.9

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: MSFO 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax MSFT Option Income Strategy ETF · $103M[…]

MSFO

VIG

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

$10,000 five years ago, dividends reinvested

MSFOMeasureVIG

+11.0%Year to dateJan 1 → Nov 5+12.5%

+5.3%1 yearTotal return+15.2%

+16.1%3 years · per year$10,000 became $15,638 · $16,814+18.9%

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

1.03%Expense ratio$103 · $4 a year on $10k · lower is better0.04%

37.40%Trailing 12-mo yield$3,740 · $149 a year on $10k1.49%

−27.2%Worst dropSmaller is better−7.9%

29.4%VolatilityLower is calmer10.8%

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

1–6VIG wins

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

More Ways to See the Pairs

MSFO vs VIG: Top 5 Holdings

Today

MSFO

[…]in top 5

VIG

in top 522.1%

MSFOStockVIG

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 5, 2026 · share of each fund

MSFO vs VIG Returns, Every Period

YieldMaxMSFO

+5.3%

past year

VIGVanguard

+15.2%

past year

MSFOVIGFaded: behind in that period

0–3VIG wins

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

MSFO vs VIG

YTD

YieldMaxMSFO

+11.0%

VIGVanguard

+12.5%

+11.0%Year to date+12.5%

−27.2%Worst drop · 1Y−7.9%

29.4%Volatility · 1Y10.8%

37.4%Yield1.5%

$103MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: MSFO, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MSFO1.03%$103

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

Yields: MSFO, VIG

37.40%highest, MSFO

FundTrailing yieldYield$10k

MSFO37.40%$3,740

VIG1.49%$149

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

Income After Fees on $10,000

$3,637most kept, MSFO

MSFO$3,740 − $103 = $3,637

VIG$149 − $4 = $145

KeptFee

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

Overlap: MSFO, VIG

Today

[…]holdings […]

MSFOVIG

MSFO—[…]

VIG[…]—

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

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

MSFOWorst drop−27.2%29.4% vol

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

Paid More vs Made More

YTD

MSFOVIG

+11.0%Year to date+12.5%

37.4%Yield1.5%

+5.3%Past year+15.2%

1.03%Fee0.04%

3–1VIG wins

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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026