Compare · 3 funds side by side · dividends reinvested

VIG, DFII and DGRO

VIGVanguard×DFIIFirst Trust×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,131DGRO · best of the three

02 / 04

VIG, DFII and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.0

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.45%−16.7%−26.5%[…][…]−42.6%41.9%$20M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · DFII 2025 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

DFII

FT Vest Bitcoin Strategy & Target Income ETF · $20M[…]

$10,000 five years ago, dividends reinvested

VIGMeasureDFII

+14.8%Year to dateJan 1 → Nov 9−16.7%

+17.6%1 yearTotal return−26.5%

+18.8%3 years · per year$10,000 became $16,775 · […][…]

+10.7%5 years · per year$10,000 became $16,638 · […][…]

0.04%Expense ratio$4 · $85 a year on $10k · lower is better0.85%

1.46%Trailing 12-mo yield$146 · $2,045 a year on $10k20.45%

−7.9%Worst dropSmaller is better−42.6%

11.0%VolatilityLower is calmer41.9%

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

5–1VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs DFII: Top 5 Holdings

Today

VIG

22.1%in top 5

DFII

in top 5[…]

VIGStockDFII

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

VIG vs DFII Returns, Every Period

VanguardVIG

+17.6%

past year

DFIIFirst Trust

−26.5%

past year

VIGDFIIFaded: behind in that period

2–0VIG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VIG vs DFII

YTD

VanguardVIG

+14.8%

DFIIFirst Trust

−16.7%

+14.8%Year to date−16.7%

−7.9%Worst drop · 1Y−42.6%

11.0%Volatility · 1Y41.9%

1.5%Yield20.5%

$109BAssets$19.7M

3–1VIG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, DFII, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

DFII0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VIG, DFII, DGRO

20.45%highest, DFII

FundTrailing yieldYield$10k

DFII20.45%$2,045

DGRO1.84%$184

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,960most kept, DFII

DFII$2,045 − $85 = $1,960

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VIG, DFII, DGRO

Today

68.2%most shared, VIG and DGRO

VIGDFIIDGRO

VIG—[…]68.2%

DFII[…]—[…]

DGRO68.2%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

VIGWorst drop−7.9%11.0% vol

DFIIWorst drop−42.6%41.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFIIDGRO

−16.7%Year to date+18.8%

20.5%Yield1.8%

−26.5%Past year+22.9%

0.85%Fee0.08%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026