Compare · 2 funds side by side · dividends reinvested

UFOX and VIG

UFOXDefiance×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,988UFOX · best of the two

02 / 04

UFOX 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

Defiance Space and Connective Tech ETFThematic · Defense & space0.30%0.50%+17.2%+11.5%+38.0%+16.0%−29.7%33.5%$782M1.6

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: UFOX 2019 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Defiance Space and Connective Tech ETF · $782M$20,988

UFOX

VIG

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

$10,000 five years ago, dividends reinvested · they hold 13.0% in common

UFOXMeasureVIG

+17.2%Year to dateJan 1 → Nov 4+16.4%

+11.5%1 yearTotal return+18.9%

+38.0%3 years · per year$10,000 became $26,273 · $17,533+20.6%

+16.0%5 years · per year$10,000 became $20,988 · $17,005+11.2%

0.30%Expense ratio$30 · $4 a year on $10k · lower is better0.04%

0.50%Trailing 12-mo yield$50 · $144 a year on $10k1.44%

−29.7%Worst dropSmaller is better−7.9%

33.5%VolatilityLower is calmer10.2%

UFOXVIG 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

UFOX vs VIG: Top 5 Holdings

Today

UFOX

24.8%in top 5

VIG

in top 522.1%

UFOXStockVIG

5.8%AAPL4.9%

5.3%SPCXnot top 5

5.1%NVDAnot top 5

5.0%AVGO4.3%

not top 5MSFT4.9%

not top 5LLY4.1%

not top 5JPM3.9%

3.6%CSCOnot top 5

Held in common13.0%

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

UFOX vs VIG Returns, Every Period

DefianceUFOX

+16.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

UFOXVIGFaded: behind in that period

3–1UFOX wins

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

Thematic vs Income: UFOX vs VIG

YTD

DefianceUFOX

+17.2%

VIGVanguard

+16.4%

+17.2%Year to date+16.4%

−29.7%Worst drop · 1Y−7.9%

33.5%Volatility · 1Y10.2%

0.5%Yield1.4%

$782MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: UFOX, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

UFOX0.30%$30

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

Yields: UFOX, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

UFOX0.50%$50

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

UFOX$50 − $30 = $20

KeptFee

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

Overlap: UFOX, VIG

Today

13.0%most shared, UFOX and VIG

UFOXVIG

UFOX—13.0%

VIG13.0%—

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

VIGWorst drop−7.9%10.2% vol

UFOXWorst drop−29.7%33.5% vol

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

Paid More vs Made More

YTD

VIGUFOX

+16.4%Year to date+17.2%

1.4%Yield0.5%

+18.9%Past year+11.5%

0.04%Fee0.30%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026