Compare · 2 funds side by side · dividends reinvested

SDFI and VIG

SDFIAlliance Bernstein×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

SDFI 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%$109B1.4

Alliance Bernstein - AB Short Duration Income ETFBonds & Cash · Short-term0.30%4.56%+1.6%+2.5%[…][…]−1.6%1.9%$192M1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Alliance Bernstein - AB Short Duration Income ETF · $192M[…]

SDFI

VIG

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

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

SDFIMeasureVIG

+1.6%Year to dateJan 1 → Nov 5+12.5%

+2.5%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%

0.30%Expense ratio$30 · $4 a year on $10k · lower is better0.04%

4.56%Trailing 12-mo yield$456 · $149 a year on $10k1.49%

−1.6%Worst dropSmaller is better−7.9%

1.9%VolatilityLower is calmer10.8%

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

3–3Level

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

More Ways to See the Pairs

SDFI vs VIG: Top 5 Holdings

Today

SDFI

0.0%in top 5

VIG

in top 522.1%

SDFIStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.0%NFEGPnot top 5

0.0%NFEnot top 5

Held in common0.0%

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

SDFI vs VIG Returns, Every Period

Alliance BernsteinSDFI

+2.5%

past year

VIGVanguard

+15.2%

past year

SDFIVIGFaded: behind in that period

0–2VIG wins

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

Bonds vs Income: SDFI vs VIG

YTD

Alliance BernsteinSDFI

+1.6%

VIGVanguard

+12.5%

+1.6%Year to date+12.5%

−1.6%Worst drop · 1Y−7.9%

1.9%Volatility · 1Y10.8%

4.6%Yield1.5%

$192MAssets$109B

3–1SDFI wins

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

Cost, Income and Risk

Fees: SDFI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SDFI0.30%$30

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

Yields: SDFI, VIG

4.56%highest, SDFI

FundTrailing yieldYield$10k

SDFI4.56%$456

VIG1.49%$149

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

Income After Fees on $10,000

$426most kept, SDFI

SDFI$456 − $30 = $426

VIG$149 − $4 = $145

KeptFee

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

Overlap: SDFI, VIG

Today

0.0%most shared, SDFI and VIG

SDFIVIG

SDFI—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

SDFIWorst drop−1.6%1.9% 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

SDFIVIG

+1.6%Year to date+12.5%

4.6%Yield1.5%

+2.5%Past year+15.2%

0.30%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