Compare · 3 funds side by side · dividends reinvested

SWP, VIG and DGRO

SWPSWP Investment Management×VIGVanguard×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

SWP, VIG and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.0

Manager Directed Portfolios - SWP Growth & Income ETFIncome · Dividend stocks0.99%9.83%+2.7%+4.8%[…][…]−10.0%12.9%$146M2.7

Rank among the three1st → 3rdFee, 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: SWP 2024 · VIG 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Manager Directed Portfolios - SWP Growth & Income ETF · $146M[…]

SWP

VIG

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

$10,000 five years ago, dividends reinvested · they hold 30.7% in common

SWPMeasureVIG

+2.7%Year to dateJan 1 → Nov 5+12.5%

+4.8%1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

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

9.83%Trailing 12-mo yield$983 · $149 a year on $10k1.49%

−10.0%Worst dropSmaller is better−7.9%

12.9%VolatilityLower is calmer10.8%

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

1–5VIG wins

End-of-day Nov 5, 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

22.1%in top 5

VIG

in top 522.1%

SWPStockVIG

6.0%MSFT4.9%

4.9%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%IBMnot top 5

not top 5JPM3.9%

3.9%NVDAnot top 5

3.4%METAnot top 5

Held in common30.7%

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

SWP vs VIG Returns, Every Period

SWP Investment ManagementSWP

+4.8%

past year

VIGVanguard

+15.2%

past year

SWPVIGFaded: behind in that period

0–2VIG wins

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

SWP vs DGRO

YTD

SWP Investment ManagementSWP

+2.7%

DGROiShares

+17.2%

+2.7%Year to date+17.2%

−10.0%Worst drop · 1Y−6.5%

12.9%Volatility · 1Y10.2%

9.8%Yield1.9%

$146MAssets$46.1B

3–1DGRO wins

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

Cost, Income and Risk

Fees: SWP, VIG, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

SWP0.99%$99

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

Yields: SWP, VIG, DGRO

9.83%highest, SWP

FundTrailing yieldYield$10k

SWP9.83%$983

DGRO1.86%$186

VIG1.49%$149

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

Income After Fees on $10,000

$884most kept, SWP

SWP$983 − $99 = $884

DGRO$186 − $8 = $178

VIG$149 − $4 = $145

KeptFee

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

Overlap: SWP, VIG, DGRO

Today

68.5%most shared, VIG and DGRO

SWPVIGDGRO

SWP—30.7%29.6%

VIG30.7%—68.5%

DGRO29.6%68.5%—

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

Return vs Bumpiness: 3 ETFs

+21.2%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

SWPWorst drop−10.0%12.9% vol

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

Paid More vs Made More

YTD

SWPDGRO

+2.7%Year to date+17.2%

9.8%Yield1.9%

+4.8%Past year+21.2%

0.99%Fee0.08%

3–1DGRO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026