Compare · 2 funds side by side · dividends reinvested

VOTE and VIG

VOTETCW×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,916VOTE · best of the two

02 / 04

VOTE and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

TCW Transform 500 ETFUnsorted0.05%0.97%+8.4%+9.6%+22.4%+11.1%−9.1%13.9%$1.1B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: VOTE 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

TCW Transform 500 ETF · $1.1B$16,916

VOTE

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 40.8% in common

VOTEMeasureVIG

+8.4%Year to dateJan 1 → Nov 5+12.5%

+9.6%1 yearTotal return+15.2%

+22.4%3 years · per year$10,000 became $18,344 · $16,814+18.9%

+11.1%5 years · per year$10,000 became $16,916 · $16,331+10.3%

0.05%Expense ratio$5 · $4 a year on $10k · lower is better0.04%

0.97%Trailing 12-mo yield$97 · $149 a year on $10k1.49%

−9.1%Worst dropSmaller is better−7.9%

13.9%VolatilityLower is calmer10.8%

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

2–6VIG wins

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

More Ways to See the Pairs

VOTE vs VIG: Top 5 Holdings

Today

VOTE

27.4%in top 5

VIG

in top 522.1%

VOTEStockVIG

7.7%AAPL4.9%

7.0%NVDAnot top 5

6.2%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

3.9%AMZNnot top 5

not top 5JPM3.9%

2.5%GOOGLnot top 5

Held in common40.8%

End-of-day Nov 5, 2026 · share of each fund

VOTE vs VIG Returns, Every Period

TCWVOTE

+11.1%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

VOTEVIGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: VOTE vs VIG

YTD

TCWVOTE

+8.4%

VIGVanguard

+12.5%

+8.4%Year to date+12.5%

−9.1%Worst drop · 1Y−7.9%

13.9%Volatility · 1Y10.8%

1.0%Yield1.5%

$1.1BAssets$109B

4–0VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOTE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VOTE0.05%$5

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VOTE, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

VOTE0.97%$97

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

VOTE$97 − $5 = $92

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VOTE, VIG

Today

40.8%most shared, VOTE and VIG

VOTEVIG

VOTE—40.8%

VIG40.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

VOTEWorst drop−9.1%13.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGVOTE

+12.5%Year to date+8.4%

1.5%Yield1.0%

+15.2%Past year+9.6%

0.04%Fee0.05%

4–0VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026