Compare · 2 funds side by side · dividends reinvested

VLU and VIG

VLUSPDR×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,477VLU · best of the two

02 / 04

VLU and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 1500 Value Tilt ETFUS Stock Styles · Value0.12%1.58%+20.7%+24.5%+24.0%+13.1%−6.3%10.4%$788M1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: VLU 2012 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 1500 Value Tilt ETF · $788M$18,477

VLU

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 35.9% in common

VLUMeasureVIG

+20.7%Year to dateJan 1 → Nov 4+16.4%

+24.5%1 yearTotal return+18.9%

+24.0%3 years · per year$10,000 became $19,088 · $17,533+20.6%

+13.1%5 years · per year$10,000 became $18,477 · $17,005+11.2%

0.12%Expense ratio$12 · $4 a year on $10k · lower is better0.04%

1.58%Trailing 12-mo yield$158 · $144 a year on $10k1.44%

−6.3%Worst dropSmaller is better−7.9%

10.4%VolatilityLower is calmer10.2%

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

6–2VLU wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VLU vs VIG: Top 5 Holdings

Today

VLU

12.1%in top 5

VIG

in top 522.1%

VLUStockVIG

3.1%MSFT4.9%

2.1%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

1.4%JPM3.9%

2.8%BRK-Bnot top 5

2.7%AMZNnot top 5

Held in common35.9%

End-of-day Nov 4, 2026 · share of each fund

VLU vs VIG Returns, Every Period

SPDRVLU

+13.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

VLUVIGFaded: behind in that period

4–0VLU wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VLU vs VIG

YTD

SPDRVLU

+20.7%

VIGVanguard

+16.4%

+20.7%Year to date+16.4%

−6.3%Worst drop · 1Y−7.9%

10.4%Volatility · 1Y10.2%

1.6%Yield1.4%

$788MAssets$109B

3–1VLU wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VLU, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VLU0.12%$12

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VLU, VIG

1.58%highest, VLU

FundTrailing yieldYield$10k

VLU1.58%$158

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, VLU

VLU$158 − $12 = $146

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VLU, VIG

Today

35.9%most shared, VLU and VIG

VLUVIG

VLU—35.9%

VIG35.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.5%VLU, at 10.4% volatility

VIGWorst drop−7.9%10.2% vol

VLUWorst drop−6.3%10.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VLUVIG

+20.7%Year to date+16.4%

1.6%Yield1.4%

+24.5%Past year+18.9%

0.12%Fee0.04%

3–1VLU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026