Compare · 3 funds side by side · dividends reinvested

VIG, SDTY and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

VIG, SDTY and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.0

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.63%+8.6%+10.8%[…][…]−8.0%12.6%$39M2.7

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 · SDTY 2025 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $39M[…]

$10,000 five years ago, dividends reinvested

VIGMeasureSDTY

+12.1%Year to dateJan 1 → Nov 6+8.6%

+14.3%1 yearTotal return+10.8%

+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 · $108 a year on $10k · lower is better1.08%

1.50%Trailing 12-mo yield$150 · $2,963 a year on $10k29.63%

−7.9%Worst dropSmaller is better−8.0%

10.8%VolatilityLower is calmer12.6%

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

5–1VIG 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 SDTY: Top 5 Holdings

Today

VIG

22.1%in top 5

SDTY

in top 5[…]

VIGStockSDTY

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 SDTY Returns, Every Period

VanguardVIG

+14.3%

past year

SDTYYieldMax

+10.8%

past year

VIGSDTYFaded: behind in that period

2–0VIG wins

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

VIG vs SDTY

YTD

VanguardVIG

+12.1%

SDTYYieldMax

+8.6%

+12.1%Year to date+8.6%

−7.9%Worst drop · 1Y−8.0%

10.8%Volatility · 1Y12.6%

1.5%Yield29.6%

$109BAssets$39.3M

3–1VIG wins

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

Cost, Income and Risk

Fees: VIG, SDTY, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

SDTY1.08%$108

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

Yields: VIG, SDTY, DGRO

29.63%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.63%$2,963

DGRO1.87%$187

VIG1.50%$150

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

Income After Fees on $10,000

$2,855most kept, SDTY

SDTY$2,963 − $108 = $2,855

DGRO$187 − $8 = $179

VIG$150 − $4 = $146

KeptFee

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

Overlap: VIG, SDTY, DGRO

Today

68.1%most shared, VIG and DGRO

VIGSDTYDGRO

VIG—[…]68.1%

SDTY[…]—[…]

DGRO68.1%[…]—

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

Return vs Bumpiness: 3 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

SDTYWorst drop−8.0%12.6% vol

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

Paid More vs Made More

YTD

SDTYDGRO

+8.6%Year to date+16.6%

29.6%Yield1.9%

+10.8%Past year+20.3%

1.08%Fee0.08%

3–1DGRO 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026