Compare · 3 funds side by side · dividends reinvested

VIG, FBTC and IBIT

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

02 / 04

VIG, FBTC and IBIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.0

Fidelity Wise Origin Bitcoin FundCrypto · Spot bitcoin0.25%0.00%−13.6%−27.2%[…][…]−44.8%44.6%$13.5B2.2

iShares Bitcoin Trust ETFCrypto · Spot bitcoin0.25%0.00%−13.6%−27.2%[…][…]−44.7%44.7%$60.7B2.5

Rank among the three1st → 3rdFee, 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 · FBTC 2024 · IBIT 2024

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

FBTC

Fidelity Wise Origin Bitcoin Fund · $13.5B[…]

$10,000 five years ago, dividends reinvested

VIGMeasureFBTC

+12.1%Year to dateJan 1 → Nov 6−13.6%

+14.3%1 yearTotal return−27.2%

+18.6%3 years · per year$10,000 became $16,669 · […][…]

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

0.04%Expense ratio$4 · $25 a year on $10k · lower is better0.25%

1.50%Trailing 12-mo yield$150 · $0 a year on $10k0.00%

−7.9%Worst dropSmaller is better−44.8%

10.8%VolatilityLower is calmer44.6%

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

6–0VIG wins

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

More Ways to See the Pairs

VIG vs FBTC: Top 5 Holdings

Today

VIG

22.1%in top 5

FBTC

in top 5[…]

VIGStockFBTC

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 6, 2026 · share of each fund

VIG vs FBTC Returns, Every Period

VanguardVIG

+14.3%

past year

FBTCFidelity

−27.2%

past year

VIGFBTCFaded: behind in that period

2–0VIG wins

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

Income vs Crypto: VIG vs FBTC

YTD

VanguardVIG

+12.1%

FBTCFidelity

−13.6%

+12.1%Year to date−13.6%

−7.9%Worst drop · 1Y−44.8%

10.8%Volatility · 1Y44.6%

1.5%Yield0.0%

$109BAssets$13.5B

4–0VIG wins

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

Cost, Income and Risk

Fees: VIG, FBTC, IBIT

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FBTC0.25%$25

IBIT0.25%$25

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

Yields: VIG, FBTC, IBIT

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

FBTC0.00%$0

IBIT0.00%$0

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

FBTC$0 − $25 = −$25

IBIT$0 − $25 = −$25

KeptFee

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

Overlap: VIG, FBTC, IBIT

Today

[…]holdings […]

VIGFBTCIBIT

VIG—[…][…]

FBTC[…]—[…]

IBIT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

FBTCWorst drop−44.8%44.6% vol

IBITWorst drop−44.7%44.7% vol

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

Paid More vs Made More

YTD

VIGFBTC

+12.1%Year to date−13.6%

1.5%Yield0.0%

+14.3%Past year−27.2%

0.04%Fee0.25%

4–0VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026