Compare · 2 funds side by side · dividends reinvested

RISR and VIG

RISRFolioBeyond×VIGVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,674RISR · best of the two

02 / 04

RISR and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FolioBeyond Alternative Income and Interest Rate Hedge ETFIncome · Dividend stocks1.04%5.84%+7.0%+8.9%+9.0%+14.5%−1.9%5.3%$483M1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

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: RISR 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

FolioBeyond Alternative Income and Interest Rate Hedge ETF · $483M$19,674

RISR

VIG

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

$10,000 five years ago, dividends reinvested

RISRMeasureVIG

+7.0%Year to dateJan 1 → Nov 4+16.4%

+8.9%1 yearTotal return+18.9%

+9.0%3 years · per year$10,000 became $12,943 · $17,533+20.6%

+14.5%5 years · per year$10,000 became $19,674 · $17,005+11.2%

1.04%Expense ratio$104 · $4 a year on $10k · lower is better0.04%

5.84%Trailing 12-mo yield$584 · $144 a year on $10k1.44%

−1.9%Worst dropSmaller is better−7.9%

5.3%VolatilityLower is calmer10.2%

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

4–4Level

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

More Ways to See the Pairs

RISR vs VIG: Top 5 Holdings

Today

RISR

[…]in top 5

VIG

in top 522.1%

RISRStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

RISR vs VIG Returns, Every Period

FolioBeyondRISR

+14.5%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

RISRVIGFaded: behind in that period

1–3VIG wins

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

RISR vs VIG

YTD

FolioBeyondRISR

+7.0%

VIGVanguard

+16.4%

+7.0%Year to date+16.4%

−1.9%Worst drop · 1Y−7.9%

5.3%Volatility · 1Y10.2%

5.8%Yield1.4%

$483MAssets$109B

3–1RISR wins

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

Cost, Income and Risk

Fees: RISR, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

RISR1.04%$104

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

Yields: RISR, VIG

5.84%highest, RISR

FundTrailing yieldYield$10k

RISR5.84%$584

VIG1.44%$144

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

Income After Fees on $10,000

$480most kept, RISR

RISR$584 − $104 = $480

VIG$144 − $4 = $140

KeptFee

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

Overlap: RISR, VIG

Today

[…]holdings […]

RISRVIG

RISR—[…]

VIG[…]—

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

RISRWorst drop−1.9%5.3% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

RISRVIG

+7.0%Year to date+16.4%

5.8%Yield1.4%

+8.9%Past year+18.9%

1.04%Fee0.04%

3–1VIG 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