Compare · 3 funds side by side · dividends reinvested

ROE, VIG and VUG

ROEAstoria×VIGVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

ROE, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.6

Astoria US Equal Weight Quality Kings ETFUS Stock Styles · Equal weight0.49%0.86%+20.8%+23.6%+23.7%[…]−8.7%15.8%$243M1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ROE 2023 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Astoria US Equal Weight Quality Kings ETF · $243M[…]

ROE

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 24.8% in common

ROEMeasureVIG

+20.8%Year to dateJan 1 → Nov 9+14.8%

+23.6%1 yearTotal return+17.6%

+23.7%3 years · per year$10,000 became $18,943 · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

0.49%Expense ratio$49 · $4 a year on $10k · lower is better0.04%

0.86%Trailing 12-mo yield$86 · $146 a year on $10k1.46%

−8.7%Worst dropSmaller is better−7.9%

15.8%VolatilityLower is calmer11.0%

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

3–4VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROE vs VIG: Top 5 Holdings

Today

ROE

6.8%in top 5

VIG

in top 522.1%

ROEStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.5%PTCnot top 5

1.4%GENnot top 5

1.4%HASnot top 5

1.3%MCKnot top 5

1.3%SNnot top 5

Held in common24.8%

End-of-day Nov 9, 2026 · share of each fund

ROE vs VIG Returns, Every Period

AstoriaROE

+23.6%

past year

VIGVanguard

+17.6%

past year

ROEVIGFaded: behind in that period

3–0ROE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ROE vs VIG

YTD

AstoriaROE

+20.8%

VIGVanguard

+14.8%

+20.8%Year to date+14.8%

−8.7%Worst drop · 1Y−7.9%

15.8%Volatility · 1Y11.0%

0.9%Yield1.5%

$243MAssets$109B

3–1VIG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROE, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

ROE0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ROE, VIG, VUG

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

ROE0.86%$86

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

VUG$41 − $3 = $38

ROE$86 − $49 = $37

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ROE, VIG, VUG

Today

26.4%most shared, VIG and VUG

ROEVIGVUG

ROE—24.8%20.4%

VIG24.8%—26.4%

VUG20.4%26.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.6%ROE, at 15.8% volatility

VIGWorst drop−7.9%11.0% vol

ROEWorst drop−8.7%15.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VIGROE

+14.8%Year to date+20.8%

1.5%Yield0.9%

+17.6%Past year+23.6%

0.04%Fee0.49%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026