Compare · 2 funds side by side · dividends reinvested

VIG and DVAL

VIGVanguard×DVALFranklin Templeton×

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

VIG and DVAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BrandywineGLOBAL-Dynamic US Large Cap Value ETFInternational · Global0.49%5.15%+13.0%+15.8%+15.6%[…]−6.2%10.4%$60M1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M[…]

DVAL

VIG

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

$10,000 five years ago, dividends reinvested

DVALMeasureVIG

+13.0%Year to dateJan 1 → Nov 6+12.1%

+15.8%1 yearTotal return+14.3%

+15.6%3 years · per year$10,000 became $15,457 · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.49%Expense ratio$49 · $4 a year on $10k · lower is better0.04%

5.15%Trailing 12-mo yield$515 · $150 a year on $10k1.50%

−6.2%Worst dropSmaller is better−7.9%

10.4%VolatilityLower is calmer10.8%

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

5–2DVAL wins

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

More Ways to See the Pairs

DVAL vs VIG: Top 5 Holdings

Today

DVAL

[…]in top 5

VIG

in top 522.1%

DVALStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

DVAL vs VIG Returns, Every Period

Franklin TempletonDVAL

+15.8%

past year

VIGVanguard

+14.3%

past year

DVALVIGFaded: behind in that period

2–1DVAL wins

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

International vs Income: DVAL vs VIG

YTD

Franklin TempletonDVAL

+13.0%

VIGVanguard

+12.1%

+13.0%Year to date+12.1%

−6.2%Worst drop · 1Y−7.9%

10.4%Volatility · 1Y10.8%

5.2%Yield1.5%

$59.8MAssets$109B

4–0DVAL wins

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

Cost, Income and Risk

Fees: VIG, DVAL

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DVAL0.49%$49

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

Yields: VIG, DVAL

5.15%highest, DVAL

FundTrailing yieldYield$10k

DVAL5.15%$515

VIG1.50%$150

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

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

VIG$150 − $4 = $146

KeptFee

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

Overlap: VIG, DVAL

Today

[…]holdings […]

VIGDVAL

VIG—[…]

DVAL[…]—

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

Return vs Bumpiness: 2 ETFs

+15.8%DVAL, at 10.4% volatility

DVALWorst drop−6.2%10.4% vol

VIGWorst drop−7.9%10.8% vol

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

Paid More vs Made More

YTD

DVALVIG

+13.0%Year to date+12.1%

5.2%Yield1.5%

+15.8%Past year+14.3%

0.49%Fee0.04%

3–1DVAL 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%

$44.7BAssets$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