Compare · 2 funds side by side · dividends reinvested

SOXY and VIG

SOXYYieldMax×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

SOXY 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%$109B1.4

YieldMax Target 12 Semiconductor Option Income ETFThematic Income · A basket1.06%13.54%+40.8%+38.8%[…][…]−30.4%43.6%$60M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: SOXY 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Target 12 Semiconductor Option Income ETF · $60M[…]

SOXY

VIG

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

$10,000 five years ago, dividends reinvested · they hold 10.3% in common

SOXYMeasureVIG

+40.8%Year to dateJan 1 → Nov 4+16.4%

+38.8%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

1.06%Expense ratio$106 · $4 a year on $10k · lower is better0.04%

13.54%Trailing 12-mo yield$1,354 · $144 a year on $10k1.44%

−30.4%Worst dropSmaller is better−7.9%

43.6%VolatilityLower is calmer10.2%

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

3–3Level

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

More Ways to See the Pairs

SOXY vs VIG: Top 5 Holdings

Today

SOXY

27.3%in top 5

VIG

in top 522.1%

SOXYStockVIG

6.9%NVDAnot top 5

5.9%AMDnot top 5

5.0%ASMLnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.9%MUnot top 5

4.6%AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common10.3%

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

SOXY vs VIG Returns, Every Period

YieldMaxSOXY

+38.8%

past year

VIGVanguard

+18.9%

past year

SOXYVIGFaded: behind in that period

2–0SOXY wins

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

SOXY vs VIG

YTD

YieldMaxSOXY

+40.8%

VIGVanguard

+16.4%

+40.8%Year to date+16.4%

−30.4%Worst drop · 1Y−7.9%

43.6%Volatility · 1Y10.2%

13.5%Yield1.4%

$59.9MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: SOXY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SOXY1.06%$106

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

Yields: SOXY, VIG

13.54%highest, SOXY

FundTrailing yieldYield$10k

SOXY13.54%$1,354

VIG1.44%$144

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

Income After Fees on $10,000

$1,248most kept, SOXY

SOXY$1,354 − $106 = $1,248

VIG$144 − $4 = $140

KeptFee

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

Overlap: SOXY, VIG

Today

10.3%most shared, SOXY and VIG

SOXYVIG

SOXY—10.3%

VIG10.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.8%SOXY, at 43.6% volatility

VIGWorst drop−7.9%10.2% vol

SOXYWorst drop−30.4%43.6% vol

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

Paid More vs Made More

YTD

SOXYVIG

+40.8%Year to date+16.4%

13.5%Yield1.4%

+38.8%Past year+18.9%

1.06%Fee0.04%

3–1SOXY 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