Compare · 2 funds side by side · dividends reinvested

SROI and VIG

SROICalamos×VIGVanguard×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,653VIG · best of the two

Story of the two · IncomeMost incomeVIG · 1.45% · $145 a year on $10k

Story of the two · RiskSmallest drop

SROI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.0

Calamos Antetokounmpo Global Sustainable Equities ETFInternational · Global0.95%0.54%+10.2%+10.5%+15.8%[…]−10.2%15.1%$17M2.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: SROI 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Calamos Antetokounmpo Global Sustainable Equities ETF · $17M[…]

SROI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,653

$10,000 five years ago, dividends reinvested

SROIMeasureVIG

+10.2%

More Ways to See the Pairs

SROI vs VIG: Top 5 Holdings

Today

SROI

[…]in top 5

VIG

in top 522.1%

SROIStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Cost, Income and Risk

Fees: SROI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SROI0.95%$95

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SROI, VIG

1Y

1.45%highest, VIG

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to date

Jan 1 → Nov 11

+16.0%

+10.5%1 yearTotal return+17.8%

+15.8%3 years · per year$10,000 became $15,529 · $16,811+18.9%

[…]5 years · per year$10,000 became […] · $16,653+10.7%

0.95%Expense ratio$95 · $4 a year on $10k · lower is better0.04%

0.54%Trailing 12-mo yield$54 · $145 a year on $10k1.45%

−10.2%Worst dropSmaller is better−7.9%

15.1%VolatilityLower is calmer11.0%

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

0–7VIG wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

SROI vs VIG Returns, Every Period

1Y

CalamosSROI

+10.5%

past year

VIGVanguard

+17.8%

past year

SROIVIGFaded: behind in that period

0–3VIG wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

International vs Income: SROI vs VIG

YTD

CalamosSROI

+10.2%

VIGVanguard

+16.0%

+10.2%Year to date+16.0%

−10.2%Worst drop · 1Y−7.9%

15.1%Volatility · 1Y11.0%

0.5%Yield1.4%

$16.8MAssets$109B

4–0VIG wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

VIG1.45%$145

SROI0.54%$54

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$141most kept, VIG

VIG$145 − $4 = $141

SROI$54 − $95 = −$41

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SROI, VIG

Today

[…]holdings […]

SROIVIG

SROI—[…]

VIG[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.8%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

SROIWorst drop−10.2%15.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSROI

+16.0%Year to date+10.2%

1.4%Yield0.5%

+17.8%Past year+10.5%

0.04%Fee0.95%

4–0VIG wins

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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SROI and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two