Compare · 2 funds side by side · dividends reinvested

VBR and VIG

VBRVanguard×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 04

VBR and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+19.5%+19.0%+8.7%−8.9%14.2%$35.1B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: VBR 2004 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,197

VBR

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

VBRMeasureVIG

+15.9%Year to dateJan 1 → Nov 6+12.1%

+19.5%1 yearTotal return+14.3%

+19.0%3 years · per year$10,000 became $16,848 · $16,669+18.6%

+8.7%5 years · per year$10,000 became $15,197 · $16,243+10.2%

0.05%Expense ratio$5 · $4 a year on $10k · lower is better0.04%

1.83%Trailing 12-mo yield$183 · $150 a year on $10k1.50%

−8.9%Worst dropSmaller is better−7.9%

14.2%VolatilityLower is calmer10.8%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VBR vs VIG: Top 5 Holdings

Today

VBR

3.3%in top 5

VIG

in top 522.1%

VBRStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 common4.4%

End-of-day Nov 6, 2026 · share of each fund

VBR vs VIG Returns, Every Period

VanguardVBR

+8.7%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

VBRVIGFaded: behind in that period

3–1VBR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VBR vs VIG

YTD

VanguardVBR

+15.9%

VIGVanguard

+12.1%

+15.9%Year to date+12.1%

−8.9%Worst drop · 1Y−7.9%

14.2%Volatility · 1Y10.8%

1.8%Yield1.5%

$35.1BAssets$109B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VBR, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VBR0.05%$5

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VBR, VIG

1.83%highest, VBR

FundTrailing yieldYield$10k

VBR1.83%$183

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VBR, VIG

Today

4.4%most shared, VBR and VIG

VBRVIG

VBR—4.4%

VIG4.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.5%VBR, at 14.2% volatility

VIGWorst drop−7.9%10.8% vol

VBRWorst drop−8.9%14.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VBRVIG

+15.9%Year to date+12.1%

1.8%Yield1.5%

+19.5%Past year+14.3%

0.05%Fee0.04%

3–1VBR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026