Compare · 2 funds side by side · dividends reinvested

MST and VIG

MSTDefiance×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

MST and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.1

Leveraged Long + Income MSTR ETFThematic Income · A single stock2.02%222.23%−55.1%−85.0%[…][…]−92.7%144.6%$21M1.8

Rank among the two1st → 2ndFee, 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: MST 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Leveraged Long + Income MSTR ETF · $21M[…]

MST

VIG

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

$10,000 five years ago, dividends reinvested

MSTMeasureVIG

−55.1%Year to dateJan 1 → Nov 4+16.4%

−85.0%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%

2.02%Expense ratio$202 · $4 a year on $10k · lower is better0.04%

222.23%Trailing 12-mo yield$22,223 · $144 a year on $10k1.44%

−92.7%Worst dropSmaller is better−7.9%

144.6%VolatilityLower is calmer10.2%

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

1–5VIG wins

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

More Ways to See the Pairs

MST vs VIG: Top 5 Holdings

Today

MST

[…]in top 5

VIG

in top 522.1%

MSTStockVIG

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 4, 2026 · share of each fund

MST vs VIG Returns, Every Period

DefianceMST

−85.0%

past year

VIGVanguard

+18.9%

past year

MSTVIGFaded: behind in that period

0–2VIG wins

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

MST vs VIG

YTD

DefianceMST

−55.1%

VIGVanguard

+16.4%

−55.1%Year to date+16.4%

−92.7%Worst drop · 1Y−7.9%

144.6%Volatility · 1Y10.2%

222.2%Yield1.4%

$20.6MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: MST, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MST2.02%$202

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

Yields: MST, VIG

222.23%highest, MST

FundTrailing yieldYield$10k

MST222.23%$22,223

VIG1.44%$144

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

Income After Fees on $10,000

$22,021most kept, MST

MST$22,223 − $202 = $22,021

VIG$144 − $4 = $140

KeptFee

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

Overlap: MST, VIG

Today

[…]holdings […]

MSTVIG

MST—[…]

VIG[…]—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

MSTWorst drop−92.7%144.6% vol

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

Paid More vs Made More

YTD

MSTVIG

−55.1%Year to date+16.4%

222.2%Yield1.4%

−85.0%Past year+18.9%

2.02%Fee0.04%

3–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

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%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026