Compare · 2 funds side by side · dividends reinvested

UDI and VIG

UDIUSCF×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

UDI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

USCF Dividend Income ETFIncome · Dividend stocks0.65%2.55%+20.2%+27.9%+22.5%[…]−6.5%10.0%$3M1.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: UDI 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

USCF Dividend Income ETF · $3M[…]

UDI

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 14.9% in common

UDIMeasureVIG

+20.2%Year to dateJan 1 → Nov 4+16.4%

+27.9%1 yearTotal return+18.9%

+22.5%3 years · per year$10,000 became $18,362 · $17,533+20.6%

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

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

2.55%Trailing 12-mo yield$255 · $144 a year on $10k1.44%

−6.5%Worst dropSmaller is better−7.9%

10.0%VolatilityLower is calmer10.2%

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

6–1UDI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UDI vs VIG: Top 5 Holdings

Today

UDI

17.3%in top 5

VIG

in top 522.1%

UDIStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.6%0Y6X.Lnot top 5

3.6%JNJnot top 5

3.5%ABBVnot top 5

3.5%EWBCnot top 5

3.2%LAMRnot top 5

Held in common14.9%

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

UDI vs VIG Returns, Every Period

USCFUDI

+27.9%

past year

VIGVanguard

+18.9%

past year

UDIVIGFaded: behind in that period

3–0UDI wins

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

UDI vs VIG

YTD

USCFUDI

+20.2%

VIGVanguard

+16.4%

+20.2%Year to date+16.4%

−6.5%Worst drop · 1Y−7.9%

10.0%Volatility · 1Y10.2%

2.6%Yield1.4%

$3.2MAssets$109B

4–0UDI wins

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

Cost, Income and Risk

Fees: UDI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

UDI0.65%$65

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

Yields: UDI, VIG

2.55%highest, UDI

FundTrailing yieldYield$10k

UDI2.55%$255

VIG1.44%$144

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

Income After Fees on $10,000

$190most kept, UDI

UDI$255 − $65 = $190

VIG$144 − $4 = $140

KeptFee

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

Overlap: UDI, VIG

Today

14.9%most shared, UDI and VIG

UDIVIG

UDI—14.9%

VIG14.9%—

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

Return vs Bumpiness: 2 ETFs

+27.9%UDI, at 10.0% volatility

UDIWorst drop−6.5%10.0% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

UDIVIG

+20.2%Year to date+16.4%

2.6%Yield1.4%

+27.9%Past year+18.9%

0.65%Fee0.04%

3–1UDI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026