Compare · 3 funds side by side · dividends reinvested

SMIG, VIG and PAVE

SMIGBahl & Gaynor×VIGVanguard×PAVEGlobal X×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,675PAVE · best of the three

Story of the three · IncomeMost incomeSMIG · 1.66% · $166 a year on $10k

Story of the three · RiskSmallest drop

SMIG, VIG and PAVE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.4

Bahl & Gaynor Small/Mid Cap Income Growth ETFIncome · Dividend stocks0.60%1.66%+14.8%+17.0%+14.4%+7.3%−8.5%11.9%$1.5B2.3

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.81%+11.7%+12.5%+21.8%+14.5%−15.3%21.9%$13.5B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: SMIG 2021 · VIG 2006 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Bahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B$14,205

SMIG

VIG

Vanguard Dividend Appreciation ETF · $109B$16,583

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

SMIG

More Ways to See the Pairs

SMIG vs VIG: Top 5 Holdings

Today

SMIG

21.9%in top 5

VIG

in top 522.1%

SMIGStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

4.7%VCTRnot top 5

4.4%SNAnot top 5

4.3%RGAnot top 5

Cost, Income and Risk

Fees: SMIG, VIG, PAVE

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

PAVE0.47%$47

SMIG0.60%$60

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

Yields: SMIG, VIG, PAVE

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

VIG

+14.8%Year to dateJan 1 → Nov 10+15.1%

+17.0%1 yearTotal return+17.8%

+14.4%3 years · per year$10,000 became $14,961 · $16,696+18.6%

+7.3%5 years · per year$10,000 became $14,205 · $16,583+10.6%

0.60%Expense ratio$60 · $4 a year on $10k · lower is better0.04%

1.66%Trailing 12-mo yield$166 · $146 a year on $10k1.46%

−8.5%Worst dropSmaller is better−7.9%

11.9%VolatilityLower is calmer11.0%

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

1–7VIG wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AVGO4.3%

4.3%USPHnot top 5

4.2%PKGnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common1.5%

End-of-day Nov 10, 2026 · share of each fund

SMIG vs VIG Returns, Every Period

5Y

Bahl & GaynorSMIG

+7.3%

5 years, per year

VIGVanguard

+10.6%

5 years, per year

SMIGVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SMIG vs VIG

YTD

Bahl & GaynorSMIG

+14.8%

VIGVanguard

+15.1%

+14.8%Year to date+15.1%

−8.5%Worst drop · 1Y−7.9%

11.9%Volatility · 1Y11.0%

1.7%Yield1.5%

$1.5BAssets$109B

3–1VIG wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.66%highest, SMIG

FundTrailing yieldYield$10k

SMIG1.66%$166

VIG1.46%$146

PAVE0.81%$81

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$142most kept, VIG

VIG$146 − $4 = $142

SMIG$166 − $60 = $106

PAVE$81 − $47 = $34

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SMIG, VIG, PAVE

Today

4.5%most shared, SMIG and PAVE

SMIGVIGPAVE

SMIG—1.5%4.5%

VIG1.5%—4.2%

PAVE4.5%4.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.8%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

SMIGWorst drop−8.5%11.9% vol

PAVEWorst drop−15.3%21.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SMIGVIG

+14.8%Year to date+15.1%

1.7%Yield1.5%

+17.0%Past year+17.8%

0.60%Fee0.04%

3–1VIG wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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SMIG, VIG and PAVE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three