Compare · 2 funds side by side · dividends reinvested

SDSI and VIG

SDSIAmerican Century×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

SDSI 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

American Century Short Duration Strategic Income ETFBonds & Cash · Short-term0.32%4.36%+1.7%+2.8%+5.6%[…]−1.2%1.7%$345M1.6

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: SDSI 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

American Century Short Duration Strategic Income ETF · $345M[…]

SDSI

VIG

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

$10,000 five years ago, dividends reinvested

SDSIMeasureVIG

+1.7%Year to dateJan 1 → Nov 5+12.5%

+2.8%1 yearTotal return+15.2%

+5.6%3 years · per year$10,000 became $11,791 · $16,814+18.9%

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

0.32%Expense ratio$32 · $4 a year on $10k · lower is better0.04%

4.36%Trailing 12-mo yield$436 · $149 a year on $10k1.49%

−1.2%Worst dropSmaller is better−7.9%

1.7%VolatilityLower is calmer10.8%

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

3–4VIG wins

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

More Ways to See the Pairs

SDSI vs VIG: Top 5 Holdings

Today

SDSI

[…]in top 5

VIG

in top 522.1%

SDSIStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

SDSI vs VIG Returns, Every Period

American CenturySDSI

+2.8%

past year

VIGVanguard

+15.2%

past year

SDSIVIGFaded: behind in that period

0–3VIG wins

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

Bonds vs Income: SDSI vs VIG

YTD

American CenturySDSI

+1.7%

VIGVanguard

+12.5%

+1.7%Year to date+12.5%

−1.2%Worst drop · 1Y−7.9%

1.7%Volatility · 1Y10.8%

4.4%Yield1.5%

$345MAssets$109B

3–1SDSI wins

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

Cost, Income and Risk

Fees: SDSI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SDSI0.32%$32

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

Yields: SDSI, VIG

4.36%highest, SDSI

FundTrailing yieldYield$10k

SDSI4.36%$436

VIG1.49%$149

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

Income After Fees on $10,000

$404most kept, SDSI

SDSI$436 − $32 = $404

VIG$149 − $4 = $145

KeptFee

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

Overlap: SDSI, VIG

Today

[…]holdings […]

SDSIVIG

SDSI—[…]

VIG[…]—

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

SDSIWorst drop−1.2%1.7% 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

SDSIVIG

+1.7%Year to date+12.5%

4.4%Yield1.5%

+2.8%Past year+15.2%

0.32%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