Compare · 2 funds side by side · dividends reinvested

SHLD and VIG

SHLDGlobal X×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

SHLD 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%$109B1.1

Global X - Defense Tech ETFThematic · Defense & space0.50%0.73%−10.1%−13.2%+32.1%[…]−25.4%25.8%$6.3B1.9

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: SHLD 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Defense Tech ETF · $6.3B[…]

SHLD

VIG

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

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

SHLDMeasureVIG

−10.1%Year to dateJan 1 → Nov 5+12.5%

−13.2%1 yearTotal return+15.2%

+32.1%3 years · per year$10,000 became $23,074 · $16,814+18.9%

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

0.50%Expense ratio$50 · $4 a year on $10k · lower is better0.04%

0.73%Trailing 12-mo yield$73 · $149 a year on $10k1.49%

−25.4%Worst dropSmaller is better−7.9%

25.8%VolatilityLower is calmer10.8%

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

1–6VIG wins

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

More Ways to See the Pairs

SHLD vs VIG: Top 5 Holdings

Today

SHLD

46.5%in top 5

VIG

in top 522.1%

SHLDStockVIG

10.6%PLTRnot top 5

9.5%RTXnot top 5

9.5%LMTnot top 5

9.0%GDnot top 5

8.0%NOCnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common1.4%

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

SHLD vs VIG Returns, Every Period

Global XSHLD

−13.2%

past year

VIGVanguard

+15.2%

past year

SHLDVIGFaded: behind in that period

1–2VIG wins

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

Thematic vs Income: SHLD vs VIG

YTD

Global XSHLD

−10.1%

VIGVanguard

+12.5%

−10.1%Year to date+12.5%

−25.4%Worst drop · 1Y−7.9%

25.8%Volatility · 1Y10.8%

0.7%Yield1.5%

$6.3BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: SHLD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SHLD0.50%$50

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

Yields: SHLD, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

SHLD0.73%$73

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SHLD$73 − $50 = $23

KeptFee

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

Overlap: SHLD, VIG

Today

1.4%most shared, SHLD and VIG

SHLDVIG

SHLD—1.4%

VIG1.4%—

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

VIGWorst drop−7.9%10.8% vol

SHLDWorst drop−25.4%25.8% vol

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

Paid More vs Made More

YTD

VIGSHLD

+12.5%Year to date−10.1%

1.5%Yield0.7%

+15.2%Past year−13.2%

0.04%Fee0.50%

4–0VIG 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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026