Compare · 2 funds side by side · dividends reinvested

UDN and VIG

UDNInvesco×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

UDN and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.4

Invesco DB US Dollar Index Bearish FundUS Stock Styles · Large cap0.77%2.99%−1.7%+0.2%+3.6%−0.1%−5.6%5.6%$96M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: UDN 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco DB US Dollar Index Bearish Fund · $96M$9,967

UDN

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

UDNMeasureVIG

−1.7%Year to dateJan 1 → Nov 4+16.4%

+0.2%1 yearTotal return+18.9%

+3.6%3 years · per year$10,000 became $11,109 · $17,533+20.6%

−0.1%5 years · per year$10,000 became $9,967 · $17,005+11.2%

0.77%Expense ratio$77 · $4 a year on $10k · lower is better0.04%

2.99%Trailing 12-mo yield$299 · $144 a year on $10k1.44%

−5.6%Worst dropSmaller is better−7.9%

5.6%VolatilityLower is calmer10.2%

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

3–5VIG wins

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

More Ways to See the Pairs

UDN vs VIG: Top 5 Holdings

Today

UDN

94.8%in top 5

VIG

in top 522.1%

UDNStockVIG

94.8%AGPXXnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

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

UDN vs VIG Returns, Every Period

InvescoUDN

−0.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

UDNVIGFaded: behind in that period

0–4VIG wins

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

Stocks vs Income: UDN vs VIG

YTD

InvescoUDN

−1.7%

VIGVanguard

+16.4%

−1.7%Year to date+16.4%

−5.6%Worst drop · 1Y−7.9%

5.6%Volatility · 1Y10.2%

3.0%Yield1.4%

$95.6MAssets$109B

3–1UDN wins

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

Cost, Income and Risk

Fees: UDN, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

UDN0.77%$77

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

Yields: UDN, VIG

2.99%highest, UDN

FundTrailing yieldYield$10k

UDN2.99%$299

VIG1.44%$144

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

Income After Fees on $10,000

$222most kept, UDN

UDN$299 − $77 = $222

VIG$144 − $4 = $140

KeptFee

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

Overlap: UDN, VIG

Today

0.0%most shared, UDN and VIG

UDNVIG

UDN—0.0%

VIG0.0%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

UDNWorst drop−5.6%5.6% 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

UDNVIG

−1.7%Year to date+16.4%

3.0%Yield1.4%

+0.2%Past year+18.9%

0.77%Fee0.04%

3–1VIG 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