Compare · 2 funds side by side · dividends reinvested

RSMC and VIG

RSMCRockefeller×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

RSMC and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.0

Rockefeller U.S. Small-Mid Cap ETFUS Stock Styles · Mid cap0.75%0.00%+7.2%+6.8%[…][…]−10.5%16.9%$739M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: RSMC 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Rockefeller U.S. Small-Mid Cap ETF · $739M[…]

RSMC

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

RSMCMeasureVIG

+7.2%Year to dateJan 1 → Nov 5+12.5%

+6.8%1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.75%Expense ratio$75 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $149 a year on $10k1.49%

−10.5%Worst dropSmaller is better−7.9%

16.9%VolatilityLower is calmer10.8%

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

0–6VIG wins

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

More Ways to See the Pairs

RSMC vs VIG: Top 5 Holdings

Today

RSMC

17.0%in top 5

VIG

in top 522.1%

RSMCStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.9%HASInot top 5

3.3%RDNTnot top 5

3.3%BJnot top 5

3.3%PJTnot top 5

3.2%KFYnot top 5

Held in common0.1%

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

RSMC vs VIG Returns, Every Period

RockefellerRSMC

+6.8%

past year

VIGVanguard

+15.2%

past year

RSMCVIGFaded: behind in that period

0–2VIG wins

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

Stocks vs Income: RSMC vs VIG

YTD

RockefellerRSMC

+7.2%

VIGVanguard

+12.5%

+7.2%Year to date+12.5%

−10.5%Worst drop · 1Y−7.9%

16.9%Volatility · 1Y10.8%

0.0%Yield1.5%

$739MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: RSMC, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

RSMC0.75%$75

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

Yields: RSMC, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

RSMC0.00%$0

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

RSMC$0 − $75 = −$75

KeptFee

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

Overlap: RSMC, VIG

Today

0.1%most shared, RSMC and VIG

RSMCVIG

RSMC—0.1%

VIG0.1%—

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

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

RSMCWorst drop−10.5%16.9% vol

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

Paid More vs Made More

YTD

VIGRSMC

+12.5%Year to date+7.2%

1.5%Yield0.0%

+15.2%Past year+6.8%

0.04%Fee0.75%

4–0VIG 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