Compare · 2 funds side by side · dividends reinvested

SPRX and VIG

SPRXSpear×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

SPRX 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%$109B1.1

Spear Alpha ETFUnsorted0.75%0.00%−26.1%−31.3%+20.9%+5.6%−51.6%60.1%$169M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: SPRX 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Spear Alpha ETF · $169M$13,129

SPRX

VIG

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

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

SPRXMeasureVIG

−26.1%Year to dateJan 1 → Nov 5+12.5%

−31.3%1 yearTotal return+15.2%

+20.9%3 years · per year$10,000 became $17,682 · $16,814+18.9%

+5.6%5 years · per year$10,000 became $13,129 · $16,331+10.3%

0.75%Expense ratio$75 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $149 a year on $10k1.49%

−51.6%Worst dropSmaller is better−7.9%

60.1%VolatilityLower is calmer10.8%

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

1–7VIG wins

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

More Ways to See the Pairs

SPRX vs VIG: Top 5 Holdings

Today

SPRX

43.8%in top 5

VIG

in top 522.1%

SPRXStockVIG

10.8%ALABnot top 5

8.9%NETnot top 5

8.7%ARMnot top 5

8.4%COHRnot top 5

7.0%LRCXnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common2.9%

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

SPRX vs VIG Returns, Every Period

SpearSPRX

+5.6%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

SPRXVIGFaded: behind in that period

1–3VIG wins

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

Unsorted vs Income: SPRX vs VIG

YTD

SpearSPRX

−26.1%

VIGVanguard

+12.5%

−26.1%Year to date+12.5%

−51.6%Worst drop · 1Y−7.9%

60.1%Volatility · 1Y10.8%

0.0%Yield1.5%

$169MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: SPRX, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SPRX0.75%$75

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

Yields: SPRX, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

SPRX0.00%$0

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SPRX$0 − $75 = −$75

KeptFee

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

Overlap: SPRX, VIG

Today

2.9%most shared, SPRX and VIG

SPRXVIG

SPRX—2.9%

VIG2.9%—

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

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

SPRXWorst drop−51.6%60.1% vol

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

Paid More vs Made More

YTD

VIGSPRX

+12.5%Year to date−26.1%

1.5%Yield0.0%

+15.2%Past year−31.3%

0.04%Fee0.75%

4–0VIG wins

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