Compare · 4 funds side by side · dividends reinvested

VIG, SHM, SGOV and VYM

VIGVanguard×SHMSPDR×SGOViShares×VYMVanguard×
$7.5k$10k$12.5k$15k$17.5kLow $9,140 · 2022VYM$16,941VIG$16,243SGOV$12,090SHM$10,564Oct 2021Nov 2026Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941VYM · best of the four
02 / 04

VIG, SHM, SGOV and VYM, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.8
iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.3
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.6
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%$3.5B3.3
Rank among the four1st → 4thFee, 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 · SGOV 2020 · VYM 2006
@TheETFTracker·theetftracker.com

Head to Head

5Y
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
@TheETFTracker·theetftracker.com

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
@TheETFTracker·theetftracker.com

VIG vs SHM Returns, Every Period

5Y
VanguardVIG
+10.2%
5 years, per year
SHMSPDR
+1.1%
5 years, per year
0%+10%+20%+12.1%+1.4%YTD+14.3%+2.0%1 year+18.6%+3.4%3 yrs · yr+10.2%+1.1%5 yrs · yr
VIGSHMFaded: behind in that period
4–0VIG wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Bonds: VIG vs SGOV

YTD
VanguardVIG
+12.1%
SGOViShares
+3.2%
Jan 1Nov 6+12.1%+3.2%
+12.1%Year to date+3.2%
−7.9%Worst drop · 1Y+0.0%
10.8%Volatility · 1Y0.2%
1.5%Yield3.6%
$109BAssets$117B
3–1SGOV wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: VIG, SHM, SGOV, VYM

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
VYM0.04%$4
SGOV0.09%$9
SHM0.20%$20
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: VIG, SHM, SGOV, VYM

1Y
3.63%highest, SGOV
FundTrailing yieldYield$10k
SGOV3.63%$363
SHM2.70%$270
VYM2.31%$231
VIG1.50%$150
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$354most kept, SGOV
SGOV$363 − $9 = $354
SHM$270 − $20 = $250
VYM$231 − $4 = $227
VIG$150 − $4 = $146
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: VIG, SHM, SGOV, VYM

Today
60.6%most shared, VIG and VYM
VIGSHMSGOVVYM
VIG—[…][…]60.6%
SHM[…]—[…][…]
SGOV[…][…]—[…]
VYM60.6%[…][…]—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 4 ETFs

1Y
+16.5%VYM, at 10.6% volatility
0%+5%+10%+15%+20%0%2.5%5%7.5%10%12.5%Volatility · 1 year → bumpierVYM +16.5%VIG +14.3%SGOV +3.8%SHM +2.0%
SGOVWorst drop0.0%0.2% vol
SHMWorst drop−2.7%1.8% vol
VYMWorst drop−6.7%10.6% vol
VIGWorst drop−7.9%10.8% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
SGOVVYM
Jan 1Nov 6+3.2%+12.8%
+3.2%Year to date+12.8%
3.6%Yield2.3%
+3.8%Past year+16.5%
0.09%Fee0.04%
3–1VYM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Four

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SGOV vs BIL

YTD
iSharesSGOV
+3.2%
BILSPDR
+3.1%
Jan 1Nov 6+3.2%+3.1%
+3.2%Year to date+3.1%
3.6%Yield3.7%
$117BAssets$48.4B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

DGRO vs VIG

YTD
iSharesDGRO
+16.6%
VIGVanguard
+12.1%
Jan 1Nov 6+16.6%+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
@TheETFTracker·theetftracker.com