Compare · 2 funds side by side · dividends reinvested

SHUS and VIG

SHUSStratified×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

SHUS and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Stratified LargeCap Hedged ETFUS Stock Styles · Large cap0.95%1.21%+13.5%+16.8%+13.6%+6.4%−6.9%10.5%$24M1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

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: SHUS 2019 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Stratified LargeCap Hedged ETF · $24M$13,646

SHUS

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SHUSMeasureVIG

+13.5%Year to dateJan 1 → Nov 5+12.5%

+16.8%1 yearTotal return+15.2%

+13.6%3 years · per year$10,000 became $14,646 · $16,814+18.9%

+6.4%5 years · per year$10,000 became $13,646 · $16,331+10.3%

0.95%Expense ratio$95 · $4 a year on $10k · lower is better0.04%

1.21%Trailing 12-mo yield$121 · $149 a year on $10k1.49%

−6.9%Worst dropSmaller is better−7.9%

10.5%VolatilityLower is calmer10.8%

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

4–4Level

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

More Ways to See the Pairs

SHUS vs VIG: Top 5 Holdings

Today

SHUS

99.8%in top 5

VIG

in top 522.1%

SHUSStockVIG

99.8%SSPYnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

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

SHUS vs VIG Returns, Every Period

StratifiedSHUS

+6.4%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

SHUSVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: SHUS vs VIG

YTD

StratifiedSHUS

+13.5%

VIGVanguard

+12.5%

+13.5%Year to date+12.5%

−6.9%Worst drop · 1Y−7.9%

10.5%Volatility · 1Y10.8%

1.2%Yield1.5%

$23.6MAssets$109B

3–1SHUS wins

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

Cost, Income and Risk

Fees: SHUS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SHUS0.95%$95

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

Yields: SHUS, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

SHUS1.21%$121

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SHUS$121 − $95 = $26

KeptFee

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

Overlap: SHUS, VIG

Today

0.0%most shared, SHUS and VIG

SHUSVIG

SHUS—0.0%

VIG0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.8%SHUS, at 10.5% volatility

SHUSWorst drop−6.9%10.5% 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

VIGSHUS

+12.5%Year to date+13.5%

1.5%Yield1.2%

+15.2%Past year+16.8%

0.04%Fee0.95%

2–2level

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