Compare · 2 funds side by side · dividends reinvested

MSMR and VIG

MSMRMcElhenny Sheffield×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

MSMR 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

McElhenny Sheffield Managed Risk ETFUnsorted1.06%2.02%+1.3%+2.5%+16.0%[…]−9.3%12.0%$184M1.9

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: MSMR 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

McElhenny Sheffield Managed Risk ETF · $184M[…]

MSMR

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MSMRMeasureVIG

+1.3%Year to dateJan 1 → Nov 5+12.5%

+2.5%1 yearTotal return+15.2%

+16.0%3 years · per year$10,000 became $15,589 · $16,814+18.9%

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

1.06%Expense ratio$106 · $4 a year on $10k · lower is better0.04%

2.02%Trailing 12-mo yield$202 · $149 a year on $10k1.49%

−9.3%Worst dropSmaller is better−7.9%

12.0%VolatilityLower is calmer10.8%

MSMRVIG 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

MSMR vs VIG: Top 5 Holdings

Today

MSMR

99.6%in top 5

VIG

in top 522.1%

MSMRStockVIG

39.2%SGOVnot top 5

21.1%IBBnot top 5

16.8%XLVnot top 5

12.7%XLEnot top 5

9.7%VGSHnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

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

MSMR vs VIG Returns, Every Period

McElhenny SheffieldMSMR

+2.5%

past year

VIGVanguard

+15.2%

past year

MSMRVIGFaded: behind in that period

0–3VIG wins

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

Unsorted vs Income: MSMR vs VIG

YTD

McElhenny SheffieldMSMR

+1.3%

VIGVanguard

+12.5%

+1.3%Year to date+12.5%

−9.3%Worst drop · 1Y−7.9%

12.0%Volatility · 1Y10.8%

2.0%Yield1.5%

$184MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: MSMR, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MSMR1.06%$106

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

Yields: MSMR, VIG

2.02%highest, MSMR

FundTrailing yieldYield$10k

MSMR2.02%$202

VIG1.49%$149

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

MSMR$202 − $106 = $96

KeptFee

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

Overlap: MSMR, VIG

Today

0.0%most shared, MSMR and VIG

MSMRVIG

MSMR—0.0%

VIG0.0%—

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

MSMRWorst drop−9.3%12.0% vol

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

Paid More vs Made More

YTD

MSMRVIG

+1.3%Year to date+12.5%

2.0%Yield1.5%

+2.5%Past year+15.2%

1.06%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