Compare · 3 funds side by side · dividends reinvested

VIG, SDVY and VYM

VIGVanguard×SDVYFirst Trust×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,305VYM · best of the three

02 / 04

VIG, SDVY and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.8%+19.0%+21.5%+11.6%−6.7%10.0%$78.9B1.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.8

First Trust SMID Cap Rising Dividend Achievers ETFIncome · Dividend stocks0.58%0.98%+11.9%+15.2%+18.9%+9.3%−9.5%14.1%$11.3B3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: VIG 2006 · SDVY 2017 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,495

VIG

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF · $11.3B$15,626

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

VIGMeasureSDVY

+14.0%Year to dateJan 1 → Nov 3+11.9%

+15.9%1 yearTotal return+15.2%

+20.2%3 years · per year$10,000 became $17,369 · $16,790+18.9%

+10.5%5 years · per year$10,000 became $16,495 · $15,626+9.3%

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

1.47%Trailing 12-mo yield$147 · $98 a year on $10k0.98%

−7.9%Worst dropSmaller is better−9.5%

10.0%VolatilityLower is calmer14.1%

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

8–0VIG wins

End-of-day Nov 3, 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 5NHC1.0%

not top 5IPAR1.0%

Held in common3.9%

End-of-day Nov 3, 2026 · share of each fund

VIG vs SDVY Returns, Every Period

VanguardVIG

+10.5%

5 years, per year

SDVYFirst Trust

+9.3%

5 years, per year

VIGSDVYFaded: behind in that period

4–0VIG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

VIG vs VYM

YTD

VanguardVIG

+14.0%

VYMVanguard

+15.8%

+14.0%Year to date+15.8%

−7.9%Worst drop · 1Y−6.7%

10.0%Volatility · 1Y10.0%

1.5%Yield2.3%

$109BAssets$78.9B

3–0VYM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, SDVY, VYM

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VYM0.04%$4

SDVY0.58%$58

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VIG, SDVY, VYM

2.25%highest, VYM

FundTrailing yieldYield$10k

VYM2.25%$225

VIG1.47%$147

SDVY0.98%$98

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$221most kept, VYM

VYM$225 − $4 = $221

VIG$147 − $4 = $143

SDVY$98 − $58 = $40

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VIG, SDVY, VYM

Today

60.6%most shared, VIG and VYM

VIGSDVYVYM

VIG—3.9%60.6%

SDVY3.9%—4.7%

VYM60.6%4.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.0%VYM, at 10.0% volatility

VIGWorst drop−7.9%10.0% vol

VYMWorst drop−6.7%10.0% vol

SDVYWorst drop−9.5%14.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VYMVIG

+15.8%Year to date+14.0%

2.3%Yield1.5%

+19.0%Past year+15.9%

0.04%Fee0.04%

3–0VYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026