Compare · 2 funds side by side · dividends reinvested

SFY and VIG

SFYSoFi×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,702SFY · best of the two

02 / 04

SFY 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%$109B1.3

SoFi Select 500 ETFUnsorted0.19%0.83%+13.6%+12.1%+28.0%+13.3%−10.8%16.6%$682M1.8

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: SFY 2019 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

SoFi Select 500 ETF · $682M$18,702

SFY

VIG

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

$10,000 five years ago, dividends reinvested · they hold 39.2% in common

SFYMeasureVIG

+13.6%Year to dateJan 1 → Nov 4+16.4%

+12.1%1 yearTotal return+18.9%

+28.0%3 years · per year$10,000 became $20,956 · $17,533+20.6%

+13.3%5 years · per year$10,000 became $18,702 · $17,005+11.2%

0.19%Expense ratio$19 · $4 a year on $10k · lower is better0.04%

0.83%Trailing 12-mo yield$83 · $144 a year on $10k1.44%

−10.8%Worst dropSmaller is better−7.9%

16.6%VolatilityLower is calmer10.2%

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

2–6VIG wins

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

More Ways to See the Pairs

SFY vs VIG: Top 5 Holdings

Today

SFY

31.4%in top 5

VIG

in top 522.1%

SFYStockVIG

14.4%NVDAnot top 5

5.3%MSFT4.9%

5.2%AAPL4.9%

3.4%AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.1%MUnot top 5

Held in common39.2%

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

SFY vs VIG Returns, Every Period

SoFiSFY

+13.3%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

SFYVIGFaded: behind in that period

2–2Level

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

Unsorted vs Income: SFY vs VIG

YTD

SoFiSFY

+13.6%

VIGVanguard

+16.4%

+13.6%Year to date+16.4%

−10.8%Worst drop · 1Y−7.9%

16.6%Volatility · 1Y10.2%

0.8%Yield1.4%

$682MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: SFY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SFY0.19%$19

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

Yields: SFY, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

SFY0.83%$83

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

SFY$83 − $19 = $64

KeptFee

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

Overlap: SFY, VIG

Today

39.2%most shared, SFY and VIG

SFYVIG

SFY—39.2%

VIG39.2%—

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

SFYWorst drop−10.8%16.6% vol

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

Paid More vs Made More

YTD

VIGSFY

+16.4%Year to date+13.6%

1.4%Yield0.8%

+18.9%Past year+12.1%

0.04%Fee0.19%

4–0VIG 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