Compare · 2 funds side by side · dividends reinvested

SMHB and VIG

SMHBETRACS×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

SMHB 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%$109B1.1

ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series BIncome · Dividend stocks0.85%20.94%+6.7%+5.4%+8.5%−6.2%−26.9%36.4%$17M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: SMHB 2018 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B · $17M$7,252

SMHB

VIG

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

$10,000 five years ago, dividends reinvested

SMHBMeasureVIG

+6.7%Year to dateJan 1 → Nov 4+16.4%

+5.4%1 yearTotal return+18.9%

+8.5%3 years · per year$10,000 became $12,764 · $17,533+20.6%

−6.2%5 years · per year$10,000 became $7,252 · $17,005+11.2%

0.85%Expense ratio$85 · $4 a year on $10k · lower is better0.04%

20.94%Trailing 12-mo yield$2,094 · $144 a year on $10k1.44%

−26.9%Worst dropSmaller is better−7.9%

36.4%VolatilityLower is calmer10.2%

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

1–7VIG wins

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

More Ways to See the Pairs

SMHB vs VIG: Top 5 Holdings

Today

SMHB

[…]in top 5

VIG

in top 522.1%

SMHBStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

SMHB vs VIG Returns, Every Period

ETRACSSMHB

−6.2%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

SMHBVIGFaded: behind in that period

0–4VIG wins

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

SMHB vs VIG

YTD

ETRACSSMHB

+6.7%

VIGVanguard

+16.4%

+6.7%Year to date+16.4%

−26.9%Worst drop · 1Y−7.9%

36.4%Volatility · 1Y10.2%

20.9%Yield1.4%

$17.2MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: SMHB, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMHB0.85%$85

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

Yields: SMHB, VIG

20.94%highest, SMHB

FundTrailing yieldYield$10k

SMHB20.94%$2,094

VIG1.44%$144

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

Income After Fees on $10,000

$2,009most kept, SMHB

SMHB$2,094 − $85 = $2,009

VIG$144 − $4 = $140

KeptFee

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

Overlap: SMHB, VIG

Today

[…]holdings […]

SMHBVIG

SMHB—[…]

VIG[…]—

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

SMHBWorst drop−26.9%36.4% vol

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

Paid More vs Made More

YTD

SMHBVIG

+6.7%Year to date+16.4%

20.9%Yield1.4%

+5.4%Past year+18.9%

0.85%Fee0.04%

3–1VIG 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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026