Compare · 3 funds side by side · dividends reinvested

SHRT, VYM and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,254VYM · best of the three

02 / 04

SHRT, VYM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.9

Gotham Short Strategies ETFLeveraged · Bear1.35%0.07%−8.0%−4.6%[…][…]−19.6%14.5%$13M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SHRT 2008 · VYM 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Gotham Short Strategies ETF · $13M[…]

SHRT

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,254

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

SHRTMeasureVYM

−8.0%Year to dateJan 1 → Nov 9+15.4%

−4.6%1 yearTotal return+19.5%

[…]3 years · per year$10,000 became […] · $17,150+19.7%

[…]5 years · per year$10,000 became […] · $17,254+11.5%

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

0.07%Trailing 12-mo yield$7 · $226 a year on $10k2.26%

−19.6%Worst dropSmaller is better−6.7%

14.5%VolatilityLower is calmer10.8%

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

0–6VYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHRT vs VYM: Top 5 Holdings

Today

SHRT

3.3%in top 5

VYM

in top 518.2%

SHRTStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

0.7%XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

0.7%HONnot top 5

0.7%DDnot top 5

0.6%PTGXnot top 5

0.6%JAZZnot top 5

Held in common7.9%

End-of-day Nov 9, 2026 · share of each fund

SHRT vs VYM Returns, Every Period

GothamSHRT

−4.6%

past year

VYMVanguard

+19.5%

past year

SHRTVYMFaded: behind in that period

0–2VYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: SHRT vs VYM

YTD

GothamSHRT

−8.0%

VYMVanguard

+15.4%

−8.0%Year to date+15.4%

−19.6%Worst drop · 1Y−6.7%

14.5%Volatility · 1Y10.8%

0.1%Yield2.3%

$13.2MAssets$78.9B

4–0VYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHRT, VYM, VIG

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

VIG0.04%$4

SHRT1.35%$135

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SHRT, VYM, VIG

2.26%highest, VYM

FundTrailing yieldYield$10k

VYM2.26%$226

VIG1.46%$146

SHRT0.07%$7

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

VIG$146 − $4 = $142

SHRT$7 − $135 = −$128

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SHRT, VYM, VIG

Today

60.6%most shared, VYM and VIG

SHRTVYMVIG

SHRT—7.9%3.8%

VYM7.9%—60.6%

VIG3.8%60.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.5%VYM, at 10.8% volatility

VYMWorst drop−6.7%10.8% vol

VIGWorst drop−7.9%11.0% vol

SHRTWorst drop−19.6%14.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VYMVIG

+15.4%Year to date+14.8%

2.3%Yield1.5%

+19.5%Past year+17.6%

0.04%Fee0.04%

3–0VYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026