Compare · 3 funds side by side · dividends reinvested

SWP, VIG and VYM

SWPSWP Investment Management×VIGVanguard×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,742VYM · best of the three

02 / 04

SWP, VIG and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.0

Manager Directed Portfolios - SWP Growth & Income ETFIncome · Dividend stocks0.99%9.43%+7.0%+8.6%[…][…]−10.0%12.3%$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 4, 2026 · returns include dividends · since: SWP 2024 · VIG 2006 · VYM 2006

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$17,005

$10,000 five years ago, dividends reinvested · they hold 30.5% in common

SWPMeasureVIG

+7.0%Year to dateJan 1 → Nov 4+16.4%

+8.6%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

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

9.43%Trailing 12-mo yield$943 · $144 a year on $10k1.44%

−10.0%Worst dropSmaller is better−7.9%

12.3%VolatilityLower is calmer10.2%

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

1–5VIG wins

End-of-day Nov 4, 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

21.9%in top 5

VIG

in top 522.1%

SWPStockVIG

5.7%MSFT4.9%

4.7%AAPL4.9%

3.5%AVGO4.3%

not top 5LLY4.1%

4.1%NVDAnot top 5

4.0%IBMnot top 5

not top 5JPM3.9%

Held in common30.5%

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

SWP vs VIG Returns, Every Period

SWP Investment ManagementSWP

+8.6%

past year

VIGVanguard

+18.9%

past year

SWPVIGFaded: behind in that period

0–2VIG wins

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

SWP vs VYM

YTD

SWP Investment ManagementSWP

+7.0%

VYMVanguard

+17.2%

+7.0%Year to date+17.2%

−10.0%Worst drop · 1Y−6.7%

12.3%Volatility · 1Y10.1%

9.4%Yield2.2%

$146MAssets$78.9B

3–1VYM wins

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

Cost, Income and Risk

Fees: SWP, VIG, VYM

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VYM0.04%$4

SWP0.99%$99

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

Yields: SWP, VIG, VYM

9.43%highest, SWP

FundTrailing yieldYield$10k

SWP9.43%$943

VYM2.22%$222

VIG1.44%$144

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

Income After Fees on $10,000

$844most kept, SWP

SWP$943 − $99 = $844

VYM$222 − $4 = $218

VIG$144 − $4 = $140

KeptFee

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

Overlap: SWP, VIG, VYM

Today

60.6%most shared, VIG and VYM

SWPVIGVYM

SWP—30.5%18.5%

VIG30.5%—60.6%

VYM18.5%60.6%—

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

Return vs Bumpiness: 3 ETFs

+21.2%VYM, at 10.1% volatility

VYMWorst drop−6.7%10.1% vol

VIGWorst drop−7.9%10.2% vol

SWPWorst drop−10.0%12.3% vol

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

Paid More vs Made More

YTD

SWPVYM

+7.0%Year to date+17.2%

9.4%Yield2.2%

+8.6%Past year+21.2%

0.99%Fee0.04%

3–1VYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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