Compare · 2 funds side by side · dividends reinvested

VIG and MPIM

VIGVanguard×MPIMm+ Funds×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 03

VIG and MPIM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.1

m+ Income Momentum Autocall ETFIncome · Dividend stocks0.70%3.58%[…][…][…][…][…][…]$37M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: VIG 2006 · MPIM 2026

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

MPIM

m+ Income Momentum Autocall ETF · $37M[…]

$10,000 five years ago, dividends reinvested

VIGMeasureMPIM

+12.5%Year to dateJan 1 → Nov 5[…]

+15.2%1 yearTotal return[…]

+18.9%3 years · per year$10,000 became $16,814 · […][…]

+10.3%5 years · per year$10,000 became $16,331 · […][…]

0.04%Expense ratio$4 · $70 a year on $10k · lower is better0.70%

1.49%Trailing 12-mo yield$149 · $358 a year on $10k3.58%

−7.9%Worst dropSmaller is better[…]

10.8%VolatilityLower is calmer[…]

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

1–1Level

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 MPIM: Top 5 Holdings

Today

VIG

22.1%in top 5

MPIM

in top 5[…]

VIGStockMPIM

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 5, 2026 · share of each fund

VIG vs MPIM Returns, Every Period

VanguardVIG

+15.2%

past year

MPIMm+ Funds

[…]

past year

Returns […]

VIGMPIMFaded: behind in that period

0–0Level

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

VIG vs MPIM

YTD

VanguardVIG

+12.5%

MPIMm+ Funds

[…]

+12.5%Year to date[…]

−7.9%Worst drop · 1Y[…]

10.8%Volatility · 1Y[…]

1.5%Yield3.6%

$109BAssets$37.3M

1–0MPIM wins

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

Cost, Income and Risk

Fees: VIG, MPIM

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MPIM0.70%$70

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

Yields: VIG, MPIM

3.58%highest, MPIM

FundTrailing yieldYield$10k

MPIM3.58%$358

VIG1.49%$149

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

Income After Fees on $10,000

$288most kept, MPIM

MPIM$358 − $70 = $288

VIG$149 − $4 = $145

KeptFee

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

Overlap: VIG, MPIM

Today

[…]holdings […]

VIGMPIM

VIG—[…]

MPIM[…]—

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

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

MPIMWorst drop[…][…]

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

Paid More vs Made More

YTD

MPIMVIG

[…]Year to date+12.5%

3.6%Yield1.5%

[…]Past year+15.2%

0.70%Fee0.04%

1–1level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026