Compare · 3 funds side by side · dividends reinvested

VIG, USMF and VUG

VIGVanguard×USMFWisdomTree×VUGVanguard×

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

02 / 04

VIG, USMF and VUG, 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%$109B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.1

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.32%−1.3%+0.5%+10.9%+5.7%−10.6%13.3%$232M2.6

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 · USMF 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

USMF

WisdomTree U.S. Multifactor Fund · $232M$13,215

$10,000 five years ago, dividends reinvested · they hold 22.2% in common

VIGMeasureUSMF

+14.8%Year to dateJan 1 → Nov 9−1.3%

+17.6%1 yearTotal return+0.5%

+18.8%3 years · per year$10,000 became $16,775 · $13,624+10.9%

+10.7%5 years · per year$10,000 became $16,638 · $13,215+5.7%

0.04%Expense ratio$4 · $28 a year on $10k · lower is better0.28%

1.46%Trailing 12-mo yield$146 · $132 a year on $10k1.32%

−7.9%Worst dropSmaller is better−10.6%

11.0%VolatilityLower is calmer13.3%

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

8–0VIG 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 USMF: Top 5 Holdings

Today

VIG

22.1%in top 5

USMF

in top 515.1%

VIGStockUSMF

4.9%MSFTnot top 5

4.9%AAPL4.9%

4.3%AVGO1.4%

4.1%LLY1.7%

3.9%JPMnot top 5

not top 5GOOGL3.6%

not top 5NVDA3.5%

Held in common22.2%

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

VIG vs USMF Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

USMFWisdomTree

+5.7%

5 years, per year

VIGUSMFFaded: behind in that period

4–0VIG wins

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

Income vs Stocks: VIG vs USMF

YTD

VanguardVIG

+14.8%

USMFWisdomTree

−1.3%

+14.8%Year to date−1.3%

−7.9%Worst drop · 1Y−10.6%

11.0%Volatility · 1Y13.3%

1.5%Yield1.3%

$109BAssets$232M

4–0VIG wins

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

Cost, Income and Risk

Fees: VIG, USMF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

USMF0.28%$28

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

Yields: VIG, USMF, VUG

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

USMF1.32%$132

VUG0.41%$41

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

USMF$132 − $28 = $104

VUG$41 − $3 = $38

KeptFee

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

Overlap: VIG, USMF, VUG

Today

26.4%most shared, VIG and VUG

VIGUSMFVUG

VIG—22.2%26.4%

USMF22.2%—26.0%

VUG26.4%26.0%—

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

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

USMFWorst drop−10.6%13.3% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

VIGVUG

+14.8%Year to date+4.2%

1.5%Yield0.4%

+17.6%Past year+4.7%

0.04%Fee0.03%

3–1VIG 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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

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