Compare · 2 funds side by side · dividends reinvested

NPFE and VIG

NPFENPF Investment 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 / 03

NPFE 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%$109B1.0

Elevation Series Trust - Npf Core Equity EtfUS Stock Styles · Large cap0.40%0.29%[…][…][…][…][…][…]$660M2.0

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: NPFE 2026 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Elevation Series Trust - Npf Core Equity Etf · $660M[…]

NPFE

VIG

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

$10,000 five years ago, dividends reinvested · they hold 19.5% in common

NPFEMeasureVIG

[…]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%

0.40%Expense ratio$40 · $4 a year on $10k · lower is better0.04%

0.29%Trailing 12-mo yield$29 · $144 a year on $10k1.44%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.2%

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

0–2VIG wins

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

More Ways to See the Pairs

NPFE vs VIG: Top 5 Holdings

Today

NPFE

26.9%in top 5

VIG

in top 522.1%

NPFEStockVIG

10.9%MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.1%Vnot top 5

4.1%BLLnot top 5

4.0%ALSNnot top 5

not top 5JPM3.9%

3.9%AMZNnot top 5

Held in common19.5%

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

NPFE vs VIG Returns, Every Period

NPF Investment AdvisorsNPFE

[…]

past year

VIGVanguard

+18.9%

past year

Returns […]

NPFEVIGFaded: behind in that period

0–0Level

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

Stocks vs Income: NPFE vs VIG

YTD

NPF Investment AdvisorsNPFE

[…]

VIGVanguard

+16.4%

[…]Year to date+16.4%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y10.2%

0.3%Yield1.4%

$660MAssets$109B

1–0VIG wins

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

Cost, Income and Risk

Fees: NPFE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

NPFE0.40%$40

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

Yields: NPFE, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

NPFE0.29%$29

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

NPFE$29 − $40 = −$11

KeptFee

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

Overlap: NPFE, VIG

Today

19.5%most shared, NPFE and VIG

NPFEVIG

NPFE—19.5%

VIG19.5%—

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

NPFEWorst drop[…][…]

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

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