Compare · 3 funds side by side · dividends reinvested

VIG, DGRO and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

VIG, DGRO and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$44.9B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: VIG 2006 · DGRO 2014 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,331

VIG

DGRO

iShares Core Dividend Growth ETF · $44.9B$16,941

$10,000 five years ago, dividends reinvested · they hold 68.5% in common

VIGMeasureDGRO

+12.5%Year to dateJan 1 → Nov 5+17.2%

+15.2%1 yearTotal return+21.2%

+18.9%3 years · per year$10,000 became $16,814 · $17,770+21.1%

+10.3%5 years · per year$10,000 became $16,331 · $16,941+11.1%

0.04%Expense ratio$4 · $8 a year on $10k · lower is better0.08%

1.49%Trailing 12-mo yield$149 · $186 a year on $10k1.86%

−7.9%Worst dropSmaller is better−6.5%

10.8%VolatilityLower is calmer10.2%

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

1–7DGRO wins

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

More Ways to See the Pairs

VIG vs DGRO: Top 5 Holdings

Today

VIG

22.1%in top 5

DGRO

in top 514.9%

VIGStockDGRO

4.9%MSFT3.2%

4.9%AAPL3.0%

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common68.5%

End-of-day Nov 5, 2026 · share of each fund

VIG vs DGRO Returns, Every Period

VanguardVIG

+10.3%

5 years, per year

DGROiShares

+11.1%

5 years, per year

VIGDGROFaded: behind in that period

0–4DGRO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VIG vs DGRO

YTD

VanguardVIG

+12.5%

DGROiShares

+17.2%

+12.5%Year to date+17.2%

−7.9%Worst drop · 1Y−6.5%

10.8%Volatility · 1Y10.2%

1.5%Yield1.9%

$109BAssets$44.9B

4–0DGRO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, DGRO, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

SMH0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VIG, DGRO, SMH

1.86%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.86%$186

VIG1.49%$149

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, DGRO

DGRO$186 − $8 = $178

VIG$149 − $4 = $145

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VIG, DGRO, SMH

Today

68.5%most shared, VIG and DGRO

VIGDGROSMH

VIG—68.5%10.3%

DGRO68.5%—5.0%

SMH10.3%5.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

DGROWorst drop−6.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DGROSMH

+17.2%Year to date+24.3%

1.9%Yield0.2%

+21.2%Past year+27.3%

0.08%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026