Compare · 2 funds side by side · dividends reinvested

RGEF and VIG

RGEFRockefeller×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

RGEF 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

Rockefeller Global Equity ETFInternational · Global0.55%0.96%+14.9%+16.3%[…][…]−10.0%16.0%$782M2.0

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: RGEF 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Rockefeller Global Equity ETF · $782M[…]

RGEF

VIG

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

$10,000 five years ago, dividends reinvested · they hold 18.4% in common

RGEFMeasureVIG

+14.9%Year to dateJan 1 → Nov 4+16.4%

+16.3%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%

0.55%Expense ratio$55 · $4 a year on $10k · lower is better0.04%

0.96%Trailing 12-mo yield$96 · $144 a year on $10k1.44%

−10.0%Worst dropSmaller is better−7.9%

16.0%VolatilityLower is calmer10.2%

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

0–6VIG wins

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

More Ways to See the Pairs

RGEF vs VIG: Top 5 Holdings

Today

RGEF

20.7%in top 5

VIG

in top 522.1%

RGEFStockVIG

5.1%MSFT4.9%

not top 5AAPL4.9%

4.6%GOOGLnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.8%NVDAnot top 5

3.7%005930.Knot top 5

3.5%AMZNnot top 5

Held in common18.4%

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

RGEF vs VIG Returns, Every Period

RockefellerRGEF

+16.3%

past year

VIGVanguard

+18.9%

past year

RGEFVIGFaded: behind in that period

0–2VIG wins

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

International vs Income: RGEF vs VIG

YTD

RockefellerRGEF

+14.9%

VIGVanguard

+16.4%

+14.9%Year to date+16.4%

−10.0%Worst drop · 1Y−7.9%

16.0%Volatility · 1Y10.2%

1.0%Yield1.4%

$782MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: RGEF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

RGEF0.55%$55

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

Yields: RGEF, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

RGEF0.96%$96

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

RGEF$96 − $55 = $41

KeptFee

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

Overlap: RGEF, VIG

Today

18.4%most shared, RGEF and VIG

RGEFVIG

RGEF—18.4%

VIG18.4%—

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

RGEFWorst drop−10.0%16.0% vol

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

Paid More vs Made More

YTD

VIGRGEF

+16.4%Year to date+14.9%

1.4%Yield1.0%

+18.9%Past year+16.3%

0.04%Fee0.55%

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