Compare · 2 funds side by side · dividends reinvested

MSTB and VIG

MSTBLittle Harbor Advisors×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

MSTB 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

LHA Market State Tactical Beta ETFUnsorted1.40%0.38%+8.8%+6.7%+20.2%+7.6%−7.8%11.5%$194M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: MSTB 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

LHA Market State Tactical Beta ETF · $194M$14,445

MSTB

VIG

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

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

MSTBMeasureVIG

+8.8%Year to dateJan 1 → Nov 4+16.4%

+6.7%1 yearTotal return+18.9%

+20.2%3 years · per year$10,000 became $17,359 · $17,533+20.6%

+7.6%5 years · per year$10,000 became $14,445 · $17,005+11.2%

1.40%Expense ratio$140 · $4 a year on $10k · lower is better0.04%

0.38%Trailing 12-mo yield$38 · $144 a year on $10k1.44%

−7.8%Worst dropSmaller is better−7.9%

11.5%VolatilityLower is calmer10.2%

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

1–7VIG wins

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

More Ways to See the Pairs

MSTB vs VIG: Top 5 Holdings

Today

MSTB

69.1%in top 5

VIG

in top 522.1%

MSTBStockVIG

69.1%SPYnot 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 4, 2026 · share of each fund

MSTB vs VIG Returns, Every Period

Little Harbor AdvisorsMSTB

+7.6%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

MSTBVIGFaded: behind in that period

0–4VIG wins

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

Unsorted vs Income: MSTB vs VIG

YTD

Little Harbor AdvisorsMSTB

+8.8%

VIGVanguard

+16.4%

+8.8%Year to date+16.4%

−7.8%Worst drop · 1Y−7.9%

11.5%Volatility · 1Y10.2%

0.4%Yield1.4%

$194MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: MSTB, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MSTB1.40%$140

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

Yields: MSTB, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

MSTB0.38%$38

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

MSTB$38 − $140 = −$102

KeptFee

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

Overlap: MSTB, VIG

Today

0.0%most shared, MSTB and VIG

MSTBVIG

MSTB—0.0%

VIG0.0%—

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

MSTBWorst drop−7.8%11.5% vol

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

Paid More vs Made More

YTD

VIGMSTB

+16.4%Year to date+8.8%

1.4%Yield0.4%

+18.9%Past year+6.7%

0.04%Fee1.40%

4–0VIG 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