Compare · 2 funds side by side · dividends reinvested

VIG and MFSM

VIGVanguard×MFSMMFS×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,583VIG · best of the two

Story of the two · IncomeMost incomeMFSM · 3.60% · $360 a year on $10k

Story of the two · RiskSmallest drop

VIG and MFSM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.4

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFBonds & Cash · Municipal0.34%3.60%+0.8%+1.3%[…][…]−6.7%3.7%$129M1.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: VIG 2006 · MFSM 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $129M[…]

MFSM

VIG

Vanguard Dividend Appreciation ETF · $109B$16,583

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MFSMMeasureVIG

+0.8%

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MFSM vs VIG: Top 5 Holdings

Today

MFSM

1.1%in top 5

VIG

in top 522.1%

MFSMStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Cost, Income and Risk

Fees: VIG, MFSM

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MFSM0.34%$34

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

Yields: VIG, MFSM

1Y

3.60%highest, MFSM

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+15.1%

+1.3%1 yearTotal return+17.8%

[…]3 years · per year$10,000 became […] · $16,696+18.6%

[…]5 years · per year$10,000 became […] · $16,583+10.6%

0.34%Expense ratio$34 · $4 a year on $10k · lower is better0.04%

3.60%Trailing 12-mo yield$360 · $146 a year on $10k1.46%

−6.7%Worst dropSmaller is better−7.9%

3.7%VolatilityLower is calmer11.0%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%MUBnot top 5

0.5%VTEBnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

MFSM vs VIG Returns, Every Period

1Y

MFSMFSM

+1.3%

past year

VIGVanguard

+17.8%

past year

MFSMVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Income: MFSM vs VIG

YTD

MFSMFSM

+0.8%

VIGVanguard

+15.1%

+0.8%Year to date+15.1%

−6.7%Worst drop · 1Y−7.9%

3.7%Volatility · 1Y11.0%

3.6%Yield1.5%

$129MAssets$109B

3–1MFSM wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

MFSM3.60%$360

VIG1.46%$146

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$326most kept, MFSM

MFSM$360 − $34 = $326

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VIG, MFSM

Today

0.0%most shared, VIG and MFSM

VIGMFSM

VIG—0.0%

MFSM0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.8%VIG, at 11.0% volatility

MFSMWorst drop−6.7%3.7% vol

VIGWorst drop−7.9%11.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

MFSMVIG

+0.8%Year to date+15.1%

3.6%Yield1.5%

+1.3%Past year+17.8%

0.34%Fee0.04%

3–1VIG wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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VIG and MFSM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two