Compare · 2 funds side by side · dividends reinvested

SWP and VIG

SWPSWP Investment Management×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,495VIG · best of the two

02 / 04

SWP and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.1

Manager Directed Portfolios - SWP Growth & Income ETFIncome · Dividend stocks0.99%9.58%+5.3%+6.6%[…][…]−10.0%12.2%$145M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: SWP 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Manager Directed Portfolios - SWP Growth & Income ETF · $145M[…]

SWP

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested · they hold 30.6% in common

SWPMeasureVIG

+5.3%Year to dateJan 1 → Nov 3+14.0%

+6.6%1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $17,369+20.2%

[…]5 years · per year$10,000 became […] · $16,495+10.5%

0.99%Expense ratio$99 · $4 a year on $10k · lower is better0.04%

9.58%Trailing 12-mo yield$958 · $147 a year on $10k1.47%

−10.0%Worst dropSmaller is better−7.9%

12.2%VolatilityLower is calmer10.0%

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

1–5VIG wins

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

More Ways to See the Pairs

SWP vs VIG: Top 5 Holdings

Today

SWP

21.8%in top 5

VIG

in top 522.1%

SWPStockVIG

5.6%MSFT4.9%

4.8%AAPL4.9%

3.4%AVGO4.3%

not top 5LLY4.1%

4.0%IBMnot top 5

4.0%NVDAnot top 5

not top 5JPM3.9%

Held in common30.6%

End-of-day Nov 3, 2026 · share of each fund

SWP vs VIG Returns, Every Period

SWP Investment ManagementSWP

+6.6%

past year

VIGVanguard

+15.9%

past year

SWPVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SWP vs VIG

YTD

SWP Investment ManagementSWP

+5.3%

VIGVanguard

+14.0%

+5.3%Year to date+14.0%

−10.0%Worst drop · 1Y−7.9%

12.2%Volatility · 1Y10.0%

9.6%Yield1.5%

$145MAssets$109B

3–1VIG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SWP, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SWP0.99%$99

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SWP, VIG

9.58%highest, SWP

FundTrailing yieldYield$10k

SWP9.58%$958

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$859most kept, SWP

SWP$958 − $99 = $859

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SWP, VIG

Today

30.6%most shared, SWP and VIG

SWPVIG

SWP—30.6%

VIG30.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.9%VIG, at 10.0% volatility

VIGWorst drop−7.9%10.0% vol

SWPWorst drop−10.0%12.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SWPVIG

+5.3%Year to date+14.0%

9.6%Yield1.5%

+6.6%Past year+15.9%

0.99%Fee0.04%

3–1VIG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026