Compare · 2 funds side by side · dividends reinvested

VIG and SHRT

VIGVanguard×SHRTGotham×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,638VIG · best of the two

02 / 04

VIG and SHRT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.0

Gotham Short Strategies ETFLeveraged · Bear1.35%0.07%−8.0%−4.6%[…][…]−19.6%14.5%$13M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · SHRT 2008

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

SHRT

Gotham Short Strategies ETF · $13M[…]

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

VIGMeasureSHRT

+14.8%Year to dateJan 1 → Nov 9−8.0%

+17.6%1 yearTotal return−4.6%

+18.8%3 years · per year$10,000 became $16,775 · […][…]

+10.7%5 years · per year$10,000 became $16,638 · […][…]

0.04%Expense ratio$4 · $135 a year on $10k · lower is better1.35%

1.46%Trailing 12-mo yield$146 · $7 a year on $10k0.07%

−7.9%Worst dropSmaller is better−19.6%

11.0%VolatilityLower is calmer14.5%

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

6–0VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs SHRT: Top 5 Holdings

Today

VIG

22.1%in top 5

SHRT

in top 53.3%

VIGStockSHRT

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 5XOM0.7%

not top 5HON0.7%

not top 5DD0.7%

not top 5PTGX0.6%

not top 5JAZZ0.6%

Held in common3.8%

End-of-day Nov 9, 2026 · share of each fund

VIG vs SHRT Returns, Every Period

VanguardVIG

+17.6%

past year

SHRTGotham

−4.6%

past year

VIGSHRTFaded: behind in that period

2–0VIG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Leveraged: VIG vs SHRT

YTD

VanguardVIG

+14.8%

SHRTGotham

−8.0%

+14.8%Year to date−8.0%

−7.9%Worst drop · 1Y−19.6%

11.0%Volatility · 1Y14.5%

1.5%Yield0.1%

$109BAssets$13.2M

4–0VIG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, SHRT

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SHRT1.35%$135

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VIG, SHRT

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

SHRT0.07%$7

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

SHRT$7 − $135 = −$128

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VIG, SHRT

Today

3.8%most shared, VIG and SHRT

VIGSHRT

VIG—3.8%

SHRT3.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

SHRTWorst drop−19.6%14.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSHRT

+14.8%Year to date−8.0%

1.5%Yield0.1%

+17.6%Past year−4.6%

0.04%Fee1.35%

4–0VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026