Compare · 2 funds side by side · dividends reinvested

SPBW and VIG

SPBWAllianzIM×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

SPBW 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%$109B1.3

AllianzIM Buffer20 Allocation ETFDefined Outcome · Buffer0.79%0.00%+7.8%+9.0%[…][…]−2.9%4.4%$95M1.7

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: SPBW 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM Buffer20 Allocation ETF · $95M[…]

SPBW

VIG

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

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

SPBWMeasureVIG

+7.8%Year to dateJan 1 → Nov 4+16.4%

+9.0%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%

0.79%Expense ratio$79 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $144 a year on $10k1.44%

−2.9%Worst dropSmaller is better−7.9%

4.4%VolatilityLower is calmer10.2%

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

2–4VIG wins

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

More Ways to See the Pairs

SPBW vs VIG: Top 5 Holdings

Today

SPBW

42.0%in top 5

VIG

in top 522.1%

SPBWStockVIG

8.5%NVBWnot top 5

8.4%DECWnot top 5

8.4%MARWnot top 5

8.4%OCTWnot top 5

8.4%JANWnot 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 4, 2026 · share of each fund

SPBW vs VIG Returns, Every Period

AllianzIMSPBW

+9.0%

past year

VIGVanguard

+18.9%

past year

SPBWVIGFaded: behind in that period

0–2VIG wins

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

Defined Outcome vs Income: SPBW vs VIG

YTD

AllianzIMSPBW

+7.8%

VIGVanguard

+16.4%

+7.8%Year to date+16.4%

−2.9%Worst drop · 1Y−7.9%

4.4%Volatility · 1Y10.2%

0.0%Yield1.4%

$95.1MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: SPBW, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SPBW0.79%$79

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

Yields: SPBW, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

SPBW0.00%$0

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

SPBW$0 − $79 = −$79

KeptFee

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

Overlap: SPBW, VIG

Today

0.0%most shared, SPBW and VIG

SPBWVIG

SPBW—0.0%

VIG0.0%—

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

SPBWWorst drop−2.9%4.4% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

VIGSPBW

+16.4%Year to date+7.8%

1.4%Yield0.0%

+18.9%Past year+9.0%

0.04%Fee0.79%

4–0VIG 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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026