Compare · 2 funds side by side · dividends reinvested

RVER and VIG

RVERRiver1 Asset Management×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

RVER 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%$109B1.1

Trenchless Fund ETFUnsorted0.65%1.61%+6.0%+2.0%[…][…]−21.2%28.1%$131M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: RVER 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Trenchless Fund ETF · $131M[…]

RVER

VIG

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

$10,000 five years ago, dividends reinvested · they hold 6.1% in common

RVERMeasureVIG

+6.0%Year to dateJan 1 → Nov 4+16.4%

+2.0%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%

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

1.61%Trailing 12-mo yield$161 · $144 a year on $10k1.44%

−21.2%Worst dropSmaller is better−7.9%

28.1%VolatilityLower is calmer10.2%

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

1–5VIG wins

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

More Ways to See the Pairs

RVER vs VIG: Top 5 Holdings

Today

RVER

43.7%in top 5

VIG

in top 522.1%

RVERStockVIG

10.3%AVGO4.3%

9.3%BEnot top 5

9.2%FLEXnot top 5

7.5%APPnot top 5

7.5%VSTnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common6.1%

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

RVER vs VIG Returns, Every Period

River1 Asset ManagementRVER

+2.0%

past year

VIGVanguard

+18.9%

past year

RVERVIGFaded: behind in that period

0–2VIG wins

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

Unsorted vs Income: RVER vs VIG

YTD

River1 Asset ManagementRVER

+6.0%

VIGVanguard

+16.4%

+6.0%Year to date+16.4%

−21.2%Worst drop · 1Y−7.9%

28.1%Volatility · 1Y10.2%

1.6%Yield1.4%

$131MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: RVER, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

RVER0.65%$65

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

Yields: RVER, VIG

1.61%highest, RVER

FundTrailing yieldYield$10k

RVER1.61%$161

VIG1.44%$144

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

RVER$161 − $65 = $96

KeptFee

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

Overlap: RVER, VIG

Today

6.1%most shared, RVER and VIG

RVERVIG

RVER—6.1%

VIG6.1%—

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

RVERWorst drop−21.2%28.1% vol

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

Paid More vs Made More

YTD

RVERVIG

+6.0%Year to date+16.4%

1.6%Yield1.4%

+2.0%Past year+18.9%

0.65%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%

$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