Compare · 3 funds side by side · dividends reinvested

VIG, SIO and DGRO

VIGVanguard×SIOTouchstone×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,131DGRO · best of the three

02 / 04

VIG, SIO and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.5

Touchstone Strategic Income ETFIncome · Dividend stocks0.82%7.00%+0.5%+1.4%+7.4%[…]−3.6%4.0%$306M2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · SIO 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

SIO

Touchstone Strategic Income ETF · $306M[…]

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

VIGMeasureSIO

+14.8%Year to dateJan 1 → Nov 9+0.5%

+17.6%1 yearTotal return+1.4%

+18.8%3 years · per year$10,000 became $16,775 · $12,389+7.4%

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

0.04%Expense ratio$4 · $82 a year on $10k · lower is better0.82%

1.46%Trailing 12-mo yield$146 · $700 a year on $10k7.00%

−7.9%Worst dropSmaller is better−3.6%

11.0%VolatilityLower is calmer4.0%

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

4–3VIG 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 SIO: Top 5 Holdings

Today

VIG

22.1%in top 5

SIO

in top 51.3%

VIGStockSIO

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 5XELLL0.3%

not top 5USB-PR0.3%

not top 5CFG-PE0.3%

not top 5CMSD0.2%

not top 5SOJD0.2%

Held in common0.9%

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

VIG vs SIO Returns, Every Period

VanguardVIG

+17.6%

past year

SIOTouchstone

+1.4%

past year

VIGSIOFaded: behind in that period

3–0VIG wins

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

VIG vs SIO

YTD

VanguardVIG

+14.8%

SIOTouchstone

+0.5%

+14.8%Year to date+0.5%

−7.9%Worst drop · 1Y−3.6%

11.0%Volatility · 1Y4.0%

1.5%Yield7.0%

$109BAssets$306M

3–1SIO wins

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

Cost, Income and Risk

Fees: VIG, SIO, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

SIO0.82%$82

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

Yields: VIG, SIO, DGRO

7.00%highest, SIO

FundTrailing yieldYield$10k

SIO7.00%$700

DGRO1.84%$184

VIG1.46%$146

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

Income After Fees on $10,000

$618most kept, SIO

SIO$700 − $82 = $618

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

KeptFee

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

Overlap: VIG, SIO, DGRO

Today

68.2%most shared, VIG and DGRO

VIGSIODGRO

VIG—0.9%68.2%

SIO0.9%—0.9%

DGRO68.2%0.9%—

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

Return vs Bumpiness: 3 ETFs

+22.9%DGRO, at 10.3% volatility

SIOWorst drop−3.6%4.0% vol

DGROWorst drop−6.5%10.3% vol

VIGWorst drop−7.9%11.0% vol

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

Paid More vs Made More

YTD

SIODGRO

+0.5%Year to date+18.8%

7.0%Yield1.8%

+1.4%Past year+22.9%

0.82%Fee0.08%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026