Compare · 2 funds side by side · dividends reinvested

USPX and VIG

USPXFranklin Templeton×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,991USPX · best of the two

02 / 04

USPX 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

Franklin U.S. Equity Index ETFUS Stock Styles · Large cap0.03%1.03%+12.8%+12.7%+24.1%+12.5%−9.1%13.0%$2.1B1.6

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: USPX 2016 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Franklin U.S. Equity Index ETF · $2.1B$17,991

USPX

VIG

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

$10,000 five years ago, dividends reinvested · they hold 40.9% in common

USPXMeasureVIG

+12.8%Year to dateJan 1 → Nov 4+16.4%

+12.7%1 yearTotal return+18.9%

+24.1%3 years · per year$10,000 became $19,123 · $17,533+20.6%

+12.5%5 years · per year$10,000 became $17,991 · $17,005+11.2%

0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%

1.03%Trailing 12-mo yield$103 · $144 a year on $10k1.44%

−9.1%Worst dropSmaller is better−7.9%

13.0%VolatilityLower is calmer10.2%

USPXVIG 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

USPX vs VIG: Top 5 Holdings

Today

USPX

27.1%in top 5

VIG

in top 522.1%

USPXStockVIG

7.4%AAPL4.9%

7.4%NVDAnot top 5

5.9%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common40.9%

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

USPX vs VIG Returns, Every Period

Franklin TempletonUSPX

+12.5%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

USPXVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: USPX vs VIG

YTD

Franklin TempletonUSPX

+12.8%

VIGVanguard

+16.4%

+12.8%Year to date+16.4%

−9.1%Worst drop · 1Y−7.9%

13.0%Volatility · 1Y10.2%

1.0%Yield1.4%

$2.1BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: USPX, VIG

Today

0.03%lowest, USPX

FundExpense ratioFee$10k

USPX0.03%$3

VIG0.04%$4

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

Yields: USPX, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

USPX1.03%$103

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

USPX$103 − $3 = $100

KeptFee

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

Overlap: USPX, VIG

Today

40.9%most shared, USPX and VIG

USPXVIG

USPX—40.9%

VIG40.9%—

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

USPXWorst drop−9.1%13.0% vol

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

Paid More vs Made More

YTD

VIGUSPX

+16.4%Year to date+12.8%

1.4%Yield1.0%

+18.9%Past year+12.7%

0.04%Fee0.03%

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