Compare · 2 funds side by side · dividends reinvested

RFG and VIG

RFGInvesco×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

RFG 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

Invesco S&P MidCap 400 Pure Growth ETFUS Stock Styles · Mid cap0.35%0.11%+8.2%+10.4%+15.7%+4.7%−13.5%20.5%$318M2.0

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: RFG 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap 400 Pure Growth ETF · $318M$12,558

RFG

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

RFGMeasureVIG

+8.2%Year to dateJan 1 → Nov 4+16.4%

+10.4%1 yearTotal return+18.9%

+15.7%3 years · per year$10,000 became $15,505 · $17,533+20.6%

+4.7%5 years · per year$10,000 became $12,558 · $17,005+11.2%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

0.11%Trailing 12-mo yield$11 · $144 a year on $10k1.44%

−13.5%Worst dropSmaller is better−7.9%

20.5%VolatilityLower is calmer10.2%

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

0–8VIG wins

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

More Ways to See the Pairs

RFG vs VIG: Top 5 Holdings

Today

RFG

11.6%in top 5

VIG

in top 522.1%

RFGStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.4%HALOnot top 5

2.2%MEDPnot top 5

2.1%FTInot top 5

2.0%VALnot top 5

1.9%EXELnot top 5

Held in common0.4%

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

RFG vs VIG Returns, Every Period

InvescoRFG

+4.7%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

RFGVIGFaded: behind in that period

0–4VIG wins

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

Stocks vs Income: RFG vs VIG

YTD

InvescoRFG

+8.2%

VIGVanguard

+16.4%

+8.2%Year to date+16.4%

−13.5%Worst drop · 1Y−7.9%

20.5%Volatility · 1Y10.2%

0.1%Yield1.4%

$318MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: RFG, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

RFG0.35%$35

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

Yields: RFG, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

RFG0.11%$11

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

RFG$11 − $35 = −$24

KeptFee

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

Overlap: RFG, VIG

Today

0.4%most shared, RFG and VIG

RFGVIG

RFG—0.4%

VIG0.4%—

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

RFGWorst drop−13.5%20.5% vol

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

Paid More vs Made More

YTD

VIGRFG

+16.4%Year to date+8.2%

1.4%Yield0.1%

+18.9%Past year+10.4%

0.04%Fee0.35%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026