Compare · 3 funds side by side · dividends reinvested

VIG, SHM and BNDX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

VIG, SHM and BNDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.4%+2.0%+3.4%+1.1%−2.7%1.8%$3.5B2.0

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.64%+0.8%+0.4%+4.5%+0.4%−3.2%3.8%$82.9B2.3

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 · SHM 2007 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,564

$10,000 five years ago, dividends reinvested

VIGMeasureSHM

+12.1%Year to dateJan 1 → Nov 6+1.4%

+14.3%1 yearTotal return+2.0%

+18.6%3 years · per year$10,000 became $16,669 · $11,042+3.4%

+10.2%5 years · per year$10,000 became $16,243 · $10,564+1.1%

0.04%Expense ratio$4 · $20 a year on $10k · lower is better0.20%

1.50%Trailing 12-mo yield$150 · $270 a year on $10k2.70%

−7.9%Worst dropSmaller is better−2.7%

10.8%VolatilityLower is calmer1.8%

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

5–3VIG 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 SHM: Top 5 Holdings

Today

VIG

22.1%in top 5

SHM

in top 5[…]

VIGStockSHM

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 SHM Returns, Every Period

VanguardVIG

+10.2%

5 years, per year

SHMSPDR

+1.1%

5 years, per year

VIGSHMFaded: behind in that period

4–0VIG wins

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

Income vs Bonds: VIG vs BNDX

YTD

VanguardVIG

+12.1%

BNDXVanguard

+0.8%

+12.1%Year to date+0.8%

−7.9%Worst drop · 1Y−3.2%

10.8%Volatility · 1Y3.8%

1.5%Yield4.6%

$109BAssets$82.9B

3–1BNDX wins

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

Cost, Income and Risk

Fees: VIG, SHM, BNDX

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

BNDX0.07%$7

SHM0.20%$20

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

Yields: VIG, SHM, BNDX

4.64%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.64%$464

SHM2.70%$270

VIG1.50%$150

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

Income After Fees on $10,000

$457most kept, BNDX

BNDX$464 − $7 = $457

SHM$270 − $20 = $250

VIG$150 − $4 = $146

KeptFee

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

Overlap: VIG, SHM, BNDX

Today

[…]holdings […]

VIGSHMBNDX

VIG—[…][…]

SHM[…]—[…]

BNDX[…][…]—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

SHMWorst drop−2.7%1.8% vol

BNDXWorst drop−3.2%3.8% vol

VIGWorst drop−7.9%10.8% vol

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

Paid More vs Made More

YTD

BNDXVIG

+0.8%Year to date+12.1%

4.6%Yield1.5%

+0.4%Past year+14.3%

0.07%Fee0.04%

3–1VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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