Compare · 2 funds side by side · dividends reinvested

VBR and DIVY

VBRVanguard×DIVYSound Income×

Versus in desk

02 / 04

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,607DIVY · best of the two

Story of the two · IncomeMost incomeDIVY · 2.76% · $276 a year on $10k

Story of the two · RiskSmallest drop

VBR and DIVY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Sound Equity Dividend Income ETFIncome · Dividend stocks0.45%2.76%+24.4%+30.3%+13.8%+9.3%−9.0%14.0%$28M1.4

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.78%+18.8%+22.2%+18.2%+8.8%−8.9%14.4%$35.1B1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: VBR 2004 · DIVY 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,215

VBR

DIVY

Sound Equity Dividend Income ETF · $28M$15,607

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

VBRMeasureDIVY

+18.8%

More Ways to See the Pairs

VBR vs DIVY: Top 5 Holdings

Today

VBR

3.3%in top 5

DIVY

in top 525.1%

VBRStockDIVY

not top 5PRGO6.1%

not top 5OMC5.8%

not top 5CRBG4.7%

not top 5ES4.3%

not top 5UPS4.2%

Cost, Income and Risk

Fees: VBR, DIVY

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

DIVY0.45%$45

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

Yields: VBR, DIVY

1Y

2.76%highest, DIVY

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+24.4%

+22.2%1 yearTotal return+30.3%

+18.2%3 years · per year$10,000 became $16,502 · $14,744+13.8%

+8.8%5 years · per year$10,000 became $15,215 · $15,607+9.3%

0.05%Expense ratio$5 · $45 a year on $10k · lower is better0.45%

1.78%Trailing 12-mo yield$178 · $276 a year on $10k2.76%

−8.9%Worst dropSmaller is better−9.0%

14.4%VolatilityLower is calmer14.0%

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

3–5DIVY wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%MRNAnot top 5

0.7%JBLnot top 5

0.6%WSMnot top 5

0.6%ATOnot top 5

0.6%FFIVnot top 5

Held in common2.8%

End-of-day Nov 10, 2026 · share of each fund

VBR vs DIVY Returns, Every Period

5Y

VanguardVBR

+8.8%

5 years, per year

DIVYSound Income

+9.3%

5 years, per year

VBRDIVYFaded: behind in that period

1–3DIVY wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VBR vs DIVY

YTD

VanguardVBR

+18.8%

DIVYSound Income

+24.4%

+18.8%Year to date+24.4%

−8.9%Worst drop · 1Y−9.0%

14.4%Volatility · 1Y14.0%

1.8%Yield2.8%

$35.1BAssets$28.4M

3–1DIVY wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

DIVY2.76%$276

VBR1.78%$178

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$231most kept, DIVY

DIVY$276 − $45 = $231

VBR$178 − $5 = $173

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VBR, DIVY

Today

2.8%most shared, VBR and DIVY

VBRDIVY

VBR—2.8%

DIVY2.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+30.3%DIVY, at 14.0% volatility

DIVYWorst drop−9.0%14.0% vol

VBRWorst drop−8.9%14.4% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DIVYVBR

+24.4%Year to date+18.8%

2.8%Yield1.8%

+30.3%Past year+22.2%

0.45%Fee0.05%

3–1DIVY wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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VBR and DIVY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two