Compare · 2 funds side by side · dividends reinvested

RAFE and VIG

RAFEPIMCO×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,342RAFE · best of the two

02 / 04

RAFE and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO RAFI ESG U.S. ETFUS Stock Styles · Large cap0.29%1.47%+21.4%+26.1%+23.1%+11.6%−7.5%12.0%$174M1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.6

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: RAFE 2019 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO RAFI ESG U.S. ETF · $174M$17,342

RAFE

VIG

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

$10,000 five years ago, dividends reinvested · they hold 47.2% in common

RAFEMeasureVIG

+21.4%Year to dateJan 1 → Nov 5+12.5%

+26.1%1 yearTotal return+15.2%

+23.1%3 years · per year$10,000 became $18,652 · $16,814+18.9%

+11.6%5 years · per year$10,000 became $17,342 · $16,331+10.3%

0.29%Expense ratio$29 · $4 a year on $10k · lower is better0.04%

1.47%Trailing 12-mo yield$147 · $149 a year on $10k1.49%

−7.5%Worst dropSmaller is better−7.9%

12.0%VolatilityLower is calmer10.8%

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

5–3RAFE wins

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

More Ways to See the Pairs

RAFE vs VIG: Top 5 Holdings

Today

RAFE

19.0%in top 5

VIG

in top 522.1%

RAFEStockVIG

5.4%AAPL4.9%

5.4%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

2.4%JPM3.9%

3.0%JNJnot top 5

2.8%UNHnot top 5

Held in common47.2%

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

RAFE vs VIG Returns, Every Period

PIMCORAFE

+11.6%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

RAFEVIGFaded: behind in that period

4–0RAFE wins

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

Stocks vs Income: RAFE vs VIG

YTD

PIMCORAFE

+21.4%

VIGVanguard

+12.5%

+21.4%Year to date+12.5%

−7.5%Worst drop · 1Y−7.9%

12.0%Volatility · 1Y10.8%

1.5%Yield1.5%

$174MAssets$109B

2–1RAFE wins

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

Cost, Income and Risk

Fees: RAFE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

RAFE0.29%$29

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

Yields: RAFE, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

RAFE1.47%$147

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

RAFE$147 − $29 = $118

KeptFee

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

Overlap: RAFE, VIG

Today

47.2%most shared, RAFE and VIG

RAFEVIG

RAFE—47.2%

VIG47.2%—

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

Return vs Bumpiness: 2 ETFs

+26.1%RAFE, at 12.0% volatility

VIGWorst drop−7.9%10.8% vol

RAFEWorst drop−7.5%12.0% vol

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

Paid More vs Made More

YTD

VIGRAFE

+12.5%Year to date+21.4%

1.5%Yield1.5%

+15.2%Past year+26.1%

0.04%Fee0.29%

2–1RAFE 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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026