Compare · 2 funds side by side · dividends reinvested

SHRT and VIG

SHRTGotham×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 04

SHRT and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.0

Gotham Short Strategies ETFLeveraged · Bear1.35%0.07%−6.0%−1.6%[…][…]−19.6%14.4%$13M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SHRT 2008 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Gotham Short Strategies ETF · $13M[…]

SHRT

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

SHRTMeasureVIG

−6.0%Year to dateJan 1 → Nov 6+12.1%

−1.6%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

1.35%Expense ratio$135 · $4 a year on $10k · lower is better0.04%

0.07%Trailing 12-mo yield$7 · $150 a year on $10k1.50%

−19.6%Worst dropSmaller is better−7.9%

14.4%VolatilityLower is calmer10.8%

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

0–6VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHRT vs VIG: Top 5 Holdings

Today

SHRT

3.2%in top 5

VIG

in top 522.1%

SHRTStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.7%XOMnot top 5

0.7%DDnot top 5

0.6%HONnot top 5

0.6%PTGXnot top 5

0.6%EQXnot top 5

Held in common3.6%

End-of-day Nov 6, 2026 · share of each fund

SHRT vs VIG Returns, Every Period

GothamSHRT

−1.6%

past year

VIGVanguard

+14.3%

past year

SHRTVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: SHRT vs VIG

YTD

GothamSHRT

−6.0%

VIGVanguard

+12.1%

−6.0%Year to date+12.1%

−19.6%Worst drop · 1Y−7.9%

14.4%Volatility · 1Y10.8%

0.1%Yield1.5%

$13.2MAssets$109B

4–0VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHRT, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SHRT1.35%$135

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SHRT, VIG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

SHRT0.07%$7

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

SHRT$7 − $135 = −$128

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SHRT, VIG

Today

3.6%most shared, SHRT and VIG

SHRTVIG

SHRT—3.6%

VIG3.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

SHRTWorst drop−19.6%14.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSHRT

+12.1%Year to date−6.0%

1.5%Yield0.1%

+14.3%Past year−1.6%

0.04%Fee1.35%

4–0VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026