Compare · 3 funds side by side · dividends reinvested

VYM, DFIP and SGOV

VYMVanguard×DFIPDimensional×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

VYM, DFIP and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.9

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.31%−0.1%+0.0%+4.6%[…]−4.3%3.7%$1.1B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: VYM 2006 · DFIP 2021 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$16,941

VYM

DFIP

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

$10,000 five years ago, dividends reinvested

VYMMeasureDFIP

+12.8%Year to dateJan 1 → Nov 6−0.1%

+16.5%1 yearTotal return+0.0%

+19.6%3 years · per year$10,000 became $17,107 · $11,443+4.6%

+11.1%5 years · per year$10,000 became $16,941 · […][…]

0.04%Expense ratio$4 · $11 a year on $10k · lower is better0.11%

2.31%Trailing 12-mo yield$231 · $531 a year on $10k5.31%

−6.7%Worst dropSmaller is better−4.3%

10.6%VolatilityLower is calmer3.7%

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

4–3VYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VYM vs DFIP: Top 5 Holdings

Today

VYM

18.2%in top 5

DFIP

in top 5[…]

VYMStockDFIP

6.9%AVGOnot top 5

3.8%JPMnot top 5

2.8%XOMnot top 5

2.7%JNJnot top 5

2.0%ABBVnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

VYM vs DFIP Returns, Every Period

VanguardVYM

+16.5%

past year

DFIPDimensional

+0.0%

past year

VYMDFIPFaded: behind in that period

3–0VYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: VYM vs DFIP

YTD

VanguardVYM

+12.8%

DFIPDimensional

−0.1%

+12.8%Year to date−0.1%

−6.7%Worst drop · 1Y−4.3%

10.6%Volatility · 1Y3.7%

2.3%Yield5.3%

$78.9BAssets$1.1B

3–1DFIP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VYM, DFIP, SGOV

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SGOV0.09%$9

DFIP0.11%$11

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VYM, DFIP, SGOV

5.31%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.31%$531

SGOV3.63%$363

VYM2.31%$231

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$520most kept, DFIP

DFIP$531 − $11 = $520

SGOV$363 − $9 = $354

VYM$231 − $4 = $227

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VYM, DFIP, SGOV

Today

[…]holdings […]

VYMDFIPSGOV

VYM—[…][…]

DFIP[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.5%VYM, at 10.6% volatility

SGOVWorst drop0.0%0.2% vol

DFIPWorst drop−4.3%3.7% vol

VYMWorst drop−6.7%10.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPVYM

−0.1%Year to date+12.8%

5.3%Yield2.3%

+0.0%Past year+16.5%

0.11%Fee0.04%

3–1VYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026