Compare · 2 funds side by side · dividends reinvested

RTAI and VIG

RTAIRareview×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

RTAI 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%$109B1.3

Rareview Tax Advantaged Income ETFIncome · Premium income5.24%5.20%−2.5%−2.4%+9.6%−1.6%−13.9%9.0%$16M1.8

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: RTAI 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Rareview Tax Advantaged Income ETF · $16M$9,209

RTAI

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

RTAIMeasureVIG

−2.5%Year to dateJan 1 → Nov 5+12.5%

−2.4%1 yearTotal return+15.2%

+9.6%3 years · per year$10,000 became $13,182 · $16,814+18.9%

−1.6%5 years · per year$10,000 became $9,209 · $16,331+10.3%

5.24%Expense ratio$524 · $4 a year on $10k · lower is better0.04%

5.20%Trailing 12-mo yield$520 · $149 a year on $10k1.49%

−13.9%Worst dropSmaller is better−7.9%

9.0%VolatilityLower is calmer10.8%

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

2–6VIG wins

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

More Ways to See the Pairs

RTAI vs VIG: Top 5 Holdings

Today

RTAI

67.5%in top 5

VIG

in top 522.1%

RTAIStockVIG

17.2%MHDnot top 5

13.4%MYInot top 5

13.3%MQYnot top 5

12.7%NBHnot top 5

10.9%PMLnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

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

RTAI vs VIG Returns, Every Period

RareviewRTAI

−1.6%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

RTAIVIGFaded: behind in that period

0–4VIG wins

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

RTAI vs VIG

YTD

RareviewRTAI

−2.5%

VIGVanguard

+12.5%

−2.5%Year to date+12.5%

−13.9%Worst drop · 1Y−7.9%

9.0%Volatility · 1Y10.8%

5.2%Yield1.5%

$16.2MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: RTAI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

RTAI5.24%$524

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

Yields: RTAI, VIG

5.20%highest, RTAI

FundTrailing yieldYield$10k

RTAI5.20%$520

VIG1.49%$149

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

RTAI$520 − $524 = −$4

KeptFee

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

Overlap: RTAI, VIG

Today

0.0%most shared, RTAI and VIG

RTAIVIG

RTAI—0.0%

VIG0.0%—

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

RTAIWorst drop−13.9%9.0% vol

VIGWorst drop−7.9%10.8% vol

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

Paid More vs Made More

YTD

RTAIVIG

−2.5%Year to date+12.5%

5.2%Yield1.5%

−2.4%Past year+15.2%

5.24%Fee0.04%

3–1VIG 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