Compare · 2 funds side by side · dividends reinvested

VIG and SDVY

VIGVanguard×SDVYFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

VIG and SDVY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.0

First Trust SMID Cap Rising Dividend Achievers ETFIncome · Dividend stocks0.58%0.97%+13.8%+17.2%+19.2%+10.2%−9.5%14.2%$11.3B2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: VIG 2006 · SDVY 2017

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$17,005

VIG

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF · $11.3B$16,264

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

VIGMeasureSDVY

+16.4%Year to dateJan 1 → Nov 4+13.8%

+18.9%1 yearTotal return+17.2%

+20.6%3 years · per year$10,000 became $17,533 · $16,938+19.2%

+11.2%5 years · per year$10,000 became $17,005 · $16,264+10.2%

0.04%Expense ratio$4 · $58 a year on $10k · lower is better0.58%

1.44%Trailing 12-mo yield$144 · $97 a year on $10k0.97%

−7.9%Worst dropSmaller is better−9.5%

10.2%VolatilityLower is calmer14.2%

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

8–0VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs SDVY: Top 5 Holdings

Today

VIG

22.1%in top 5

SDVY

in top 55.3%

VIGStockSDVY

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

not top 5THG1.1%

not top 5RGA1.1%

not top 5WSM1.1%

not top 5VLTO1.0%

not top 5AIZ1.0%

Held in common3.9%

End-of-day Nov 4, 2026 · share of each fund

VIG vs SDVY Returns, Every Period

VanguardVIG

+11.2%

5 years, per year

SDVYFirst Trust

+10.2%

5 years, per year

VIGSDVYFaded: behind in that period

4–0VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VIG vs SDVY

YTD

VanguardVIG

+16.4%

SDVYFirst Trust

+13.8%

+16.4%Year to date+13.8%

−7.9%Worst drop · 1Y−9.5%

10.2%Volatility · 1Y14.2%

1.4%Yield1.0%

$109BAssets$11.3B

4–0VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, SDVY

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SDVY0.58%$58

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VIG, SDVY

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

SDVY0.97%$97

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

SDVY$97 − $58 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VIG, SDVY

Today

3.9%most shared, VIG and SDVY

VIGSDVY

VIG—3.9%

SDVY3.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

SDVYWorst drop−9.5%14.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSDVY

+16.4%Year to date+13.8%

1.4%Yield1.0%

+18.9%Past year+17.2%

0.04%Fee0.58%

4–0VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026