Compare · 2 funds side by side · dividends reinvested

SURE and VIG

SUREAdvisorShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,245SURE · best of the two

02 / 04

SURE and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AdvisorShares Insider Advantage ETFUnsorted0.98%0.81%+24.7%+30.9%+21.5%+11.5%−7.1%12.9%$60M1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SURE 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

AdvisorShares Insider Advantage ETF · $60M$17,245

SURE

VIG

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

$10,000 five years ago, dividends reinvested · they hold 5.6% in common

SUREMeasureVIG

+24.7%Year to dateJan 1 → Nov 4+16.4%

+30.9%1 yearTotal return+18.9%

+21.5%3 years · per year$10,000 became $17,949 · $17,533+20.6%

+11.5%5 years · per year$10,000 became $17,246 · $17,005+11.2%

0.98%Expense ratio$98 · $4 a year on $10k · lower is better0.04%

0.81%Trailing 12-mo yield$81 · $144 a year on $10k1.44%

−7.1%Worst dropSmaller is better−7.9%

12.9%VolatilityLower is calmer10.2%

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

5–3SURE wins

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

More Ways to See the Pairs

SURE vs VIG: Top 5 Holdings

Today

SURE

6.7%in top 5

VIG

in top 522.1%

SUREStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.5%EVERnot top 5

1.4%STGWnot top 5

1.3%CROXnot top 5

1.3%EXELnot top 5

1.3%MPCnot top 5

Held in common5.6%

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

SURE vs VIG Returns, Every Period

AdvisorSharesSURE

+11.5%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

SUREVIGFaded: behind in that period

4–0SURE wins

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

Unsorted vs Income: SURE vs VIG

YTD

AdvisorSharesSURE

+24.7%

VIGVanguard

+16.4%

+24.7%Year to date+16.4%

−7.1%Worst drop · 1Y−7.9%

12.9%Volatility · 1Y10.2%

0.8%Yield1.4%

$60.4MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: SURE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SURE0.98%$98

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

Yields: SURE, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

SURE0.81%$81

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

SURE$81 − $98 = −$17

KeptFee

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

Overlap: SURE, VIG

Today

5.6%most shared, SURE and VIG

SUREVIG

SURE—5.6%

VIG5.6%—

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

Return vs Bumpiness: 2 ETFs

+30.9%SURE, at 12.9% volatility

VIGWorst drop−7.9%10.2% vol

SUREWorst drop−7.1%12.9% vol

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

Paid More vs Made More

YTD

VIGSURE

+16.4%Year to date+24.7%

1.4%Yield0.8%

+18.9%Past year+30.9%

0.04%Fee0.98%

2–2level

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