Compare · 2 funds side by side · dividends reinvested

TBG and VIG

TBGMadison Avenue×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

TBG 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%$109B1.4

TBG Dividend Focus ETFIncome · Dividend stocks0.45%2.59%+19.7%+23.6%[…][…]−7.9%10.5%$326M1.5

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: TBG 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

TBG Dividend Focus ETF · $326M[…]

TBG

VIG

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

$10,000 five years ago, dividends reinvested · they hold 21.3% in common

TBGMeasureVIG

+19.7%Year to dateJan 1 → Nov 3+14.0%

+23.6%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%

0.45%Expense ratio$45 · $4 a year on $10k · lower is better0.04%

2.59%Trailing 12-mo yield$259 · $147 a year on $10k1.47%

−7.9%Worst dropSmaller is better−7.9%

10.5%VolatilityLower is calmer10.0%

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

3–2TBG wins

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

More Ways to See the Pairs

TBG vs VIG: Top 5 Holdings

Today

TBG

21.1%in top 5

VIG

in top 522.1%

TBGStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

4.6%ACNnot top 5

4.5%MRKnot top 5

not top 5AVGO4.3%

4.1%CVXnot top 5

not top 5LLY4.1%

4.1%BXnot top 5

not top 5JPM3.9%

3.8%PGnot top 5

Held in common21.3%

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

TBG vs VIG Returns, Every Period

Madison AvenueTBG

+23.6%

past year

VIGVanguard

+15.9%

past year

TBGVIGFaded: behind in that period

2–0TBG wins

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

TBG vs VIG

YTD

Madison AvenueTBG

+19.7%

VIGVanguard

+14.0%

+19.7%Year to date+14.0%

−7.9%Worst drop · 1Y−7.9%

10.5%Volatility · 1Y10.0%

2.6%Yield1.5%

$326MAssets$109B

2–1TBG wins

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

Cost, Income and Risk

Fees: TBG, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

TBG0.45%$45

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

Yields: TBG, VIG

2.59%highest, TBG

FundTrailing yieldYield$10k

TBG2.59%$259

VIG1.47%$147

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

Income After Fees on $10,000

$214most kept, TBG

TBG$259 − $45 = $214

VIG$147 − $4 = $143

KeptFee

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

Overlap: TBG, VIG

Today

21.3%most shared, TBG and VIG

TBGVIG

TBG—21.3%

VIG21.3%—

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

Return vs Bumpiness: 2 ETFs

+23.6%TBG, at 10.5% volatility

VIGWorst drop−7.9%10.0% vol

TBGWorst drop−7.9%10.5% vol

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

Paid More vs Made More

YTD

TBGVIG

+19.7%Year to date+14.0%

2.6%Yield1.5%

+23.6%Past year+15.9%

0.45%Fee0.04%

3–1TBG 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