Compare · 2 funds side by side · dividends reinvested

TBG and VYM

TBGMadison Avenue×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,305VYM · best of the two

02 / 04

TBG and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.8%+19.0%+21.5%+11.6%−6.7%10.0%$78.9B1.4

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 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

TBG Dividend Focus ETF · $326M[…]

TBG

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,305

$10,000 five years ago, dividends reinvested · they hold 23.9% in common

TBGMeasureVYM

+19.7%Year to dateJan 1 → Nov 3+15.8%

+23.6%1 yearTotal return+19.0%

[…]3 years · per year$10,000 became […] · $17,952+21.5%

[…]5 years · per year$10,000 became […] · $17,305+11.6%

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

2.59%Trailing 12-mo yield$259 · $225 a year on $10k2.25%

−7.9%Worst dropSmaller is better−6.7%

10.5%VolatilityLower is calmer10.0%

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

3–3Level

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 VYM: Top 5 Holdings

Today

TBG

21.1%in top 5

VYM

in top 518.2%

TBGStockVYM

not top 5AVGO6.9%

4.6%ACNnot top 5

4.5%MRKnot top 5

4.1%CVXnot top 5

4.1%BXnot top 5

3.8%PGnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common23.9%

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

TBG vs VYM Returns, Every Period

Madison AvenueTBG

+23.6%

past year

VYMVanguard

+19.0%

past year

TBGVYMFaded: behind in that period

2–0TBG wins

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

TBG vs VYM

YTD

Madison AvenueTBG

+19.7%

VYMVanguard

+15.8%

+19.7%Year to date+15.8%

−7.9%Worst drop · 1Y−6.7%

10.5%Volatility · 1Y10.0%

2.6%Yield2.3%

$326MAssets$78.9B

2–2level

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

Cost, Income and Risk

Fees: TBG, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

TBG0.45%$45

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

Yields: TBG, VYM

2.59%highest, TBG

FundTrailing yieldYield$10k

TBG2.59%$259

VYM2.25%$225

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

Income After Fees on $10,000

$221most kept, VYM

VYM$225 − $4 = $221

TBG$259 − $45 = $214

KeptFee

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

Overlap: TBG, VYM

Today

23.9%most shared, TBG and VYM

TBGVYM

TBG—23.9%

VYM23.9%—

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

VYMWorst drop−6.7%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

TBGVYM

+19.7%Year to date+15.8%

2.6%Yield2.3%

+23.6%Past year+19.0%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026