Compare · 3 funds side by side · dividends reinvested

VIG, FPAS and SGOV

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, FPAS and SGOV, 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%$109B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.8

FPA Short Duration Government ETFBonds & Cash · Treasuries8.90%4.64%−0.9%+0.1%[…][…]−4.6%3.7%$16M2.3

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 · FPAS 2024 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

FPAS

FPA Short Duration Government ETF · $16M[…]

$10,000 five years ago, dividends reinvested

VIGMeasureFPAS

+12.1%Year to dateJan 1 → Nov 6−0.9%

+14.3%1 yearTotal return+0.1%

+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 · $890 a year on $10k · lower is better8.90%

1.50%Trailing 12-mo yield$150 · $464 a year on $10k4.64%

−7.9%Worst dropSmaller is better−4.6%

10.8%VolatilityLower is calmer3.7%

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

3–3Level

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 FPAS: Top 5 Holdings

Today

VIG

22.1%in top 5

FPAS

in top 5[…]

VIGStockFPAS

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 FPAS Returns, Every Period

VanguardVIG

+14.3%

past year

FPASFPA

+0.1%

past year

VIGFPASFaded: behind in that period

2–0VIG wins

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

Income vs Bonds: VIG vs FPAS

YTD

VanguardVIG

+12.1%

FPASFPA

−0.9%

+12.1%Year to date−0.9%

−7.9%Worst drop · 1Y−4.6%

10.8%Volatility · 1Y3.7%

1.5%Yield4.6%

$109BAssets$16.4M

3–1FPAS wins

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

Cost, Income and Risk

Fees: VIG, FPAS, SGOV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SGOV0.09%$9

FPAS8.90%$890

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

Yields: VIG, FPAS, SGOV

4.64%highest, FPAS

FundTrailing yieldYield$10k

FPAS4.64%$464

SGOV3.63%$363

VIG1.50%$150

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

VIG$150 − $4 = $146

FPAS$464 − $890 = −$426

KeptFee

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

Overlap: VIG, FPAS, SGOV

Today

[…]holdings […]

VIGFPASSGOV

VIG—[…][…]

FPAS[…]—[…]

SGOV[…][…]—

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

SGOVWorst drop0.0%0.2% vol

FPASWorst drop−4.6%3.7% 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

FPASVIG

−0.9%Year to date+12.1%

4.6%Yield1.5%

+0.1%Past year+14.3%

8.90%Fee0.04%

3–1VIG 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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

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