Compare · 2 funds side by side · dividends reinvested

SMMD and VIG

SMMDiShares×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

SMMD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.4

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.18%+13.9%+17.7%+19.8%+6.2%−9.7%17.0%$4.2B1.6

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: SMMD 2017 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2500 ETF · $4.2B$13,516

SMMD

VIG

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

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

SMMDMeasureVIG

+13.9%Year to dateJan 1 → Nov 5+12.5%

+17.7%1 yearTotal return+15.2%

+19.8%3 years · per year$10,000 became $17,183 · $16,814+18.9%

+6.2%5 years · per year$10,000 became $13,516 · $16,331+10.3%

0.23%Expense ratio$23 · $4 a year on $10k · lower is better0.04%

1.18%Trailing 12-mo yield$118 · $149 a year on $10k1.49%

−9.7%Worst dropSmaller is better−7.9%

17.0%VolatilityLower is calmer10.8%

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

3–5VIG wins

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

More Ways to See the Pairs

SMMD vs VIG: Top 5 Holdings

Today

SMMD

1.6%in top 5

VIG

in top 522.1%

SMMDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.3%ATInot top 5

0.3%USFDnot top 5

0.3%THCnot top 5

0.3%RSnot top 5

0.3%PKGnot top 5

Held in common4.4%

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

SMMD vs VIG Returns, Every Period

iSharesSMMD

+6.2%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

SMMDVIGFaded: behind in that period

3–1SMMD wins

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

Stocks vs Income: SMMD vs VIG

YTD

iSharesSMMD

+13.9%

VIGVanguard

+12.5%

+13.9%Year to date+12.5%

−9.7%Worst drop · 1Y−7.9%

17.0%Volatility · 1Y10.8%

1.2%Yield1.5%

$4.2BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: SMMD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMMD0.23%$23

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

Yields: SMMD, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

SMMD1.18%$118

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SMMD$118 − $23 = $95

KeptFee

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

Overlap: SMMD, VIG

Today

4.4%most shared, SMMD and VIG

SMMDVIG

SMMD—4.4%

VIG4.4%—

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

Return vs Bumpiness: 2 ETFs

+17.7%SMMD, at 17.0% volatility

VIGWorst drop−7.9%10.8% vol

SMMDWorst drop−9.7%17.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSMMD

+12.5%Year to date+13.9%

1.5%Yield1.2%

+15.2%Past year+17.7%

0.04%Fee0.23%

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