Compare · 2 funds side by side · dividends reinvested

UDIV and VIG

UDIVFranklin Templeton×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,997UDIV · best of the two

02 / 04

UDIV 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

Franklin U.S. Core Dividend Tilt Index ETFIncome · Dividend stocks0.06%1.43%+14.9%+15.0%+26.6%+13.7%−8.4%13.0%$157M1.6

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: UDIV 2016 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Franklin U.S. Core Dividend Tilt Index ETF · $157M$18,997

UDIV

VIG

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

$10,000 five years ago, dividends reinvested · they hold 41.1% in common

UDIVMeasureVIG

+14.9%Year to dateJan 1 → Nov 3+14.0%

+15.0%1 yearTotal return+15.9%

+26.6%3 years · per year$10,000 became $20,285 · $17,369+20.2%

+13.7%5 years · per year$10,000 became $18,997 · $16,495+10.5%

0.06%Expense ratio$6 · $4 a year on $10k · lower is better0.04%

1.43%Trailing 12-mo yield$143 · $147 a year on $10k1.47%

−8.4%Worst dropSmaller is better−7.9%

13.0%VolatilityLower is calmer10.0%

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

3–5VIG wins

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

More Ways to See the Pairs

UDIV vs VIG: Top 5 Holdings

Today

UDIV

26.6%in top 5

VIG

in top 522.1%

UDIVStockVIG

7.5%AAPL4.9%

6.9%NVDAnot top 5

6.0%MSFT4.9%

2.5%AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.7%AMZNnot top 5

Held in common41.1%

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

UDIV vs VIG Returns, Every Period

Franklin TempletonUDIV

+13.7%

5 years, per year

VIGVanguard

+10.5%

5 years, per year

UDIVVIGFaded: behind in that period

3–1UDIV wins

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

UDIV vs VIG

YTD

Franklin TempletonUDIV

+14.9%

VIGVanguard

+14.0%

+14.9%Year to date+14.0%

−8.4%Worst drop · 1Y−7.9%

13.0%Volatility · 1Y10.0%

1.4%Yield1.5%

$157MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: UDIV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

UDIV0.06%$6

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

Yields: UDIV, VIG

1.47%highest, VIG

FundTrailing yieldYield$10k

VIG1.47%$147

UDIV1.43%$143

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

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

UDIV$143 − $6 = $137

KeptFee

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

Overlap: UDIV, VIG

Today

41.1%most shared, UDIV and VIG

UDIVVIG

UDIV—41.1%

VIG41.1%—

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

Return vs Bumpiness: 2 ETFs

+15.9%VIG, at 10.0% volatility

VIGWorst drop−7.9%10.0% vol

UDIVWorst drop−8.4%13.0% vol

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

Paid More vs Made More

YTD

VIGUDIV

+14.0%Year to date+14.9%

1.5%Yield1.4%

+15.9%Past year+15.0%

0.04%Fee0.06%

3–1VIG 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