Compare · 2 funds side by side · dividends reinvested

WEEI and VIG

WEEIWestwood×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,495VIG · best of the two

02 / 04

WEEI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.4

Westwood Salient Enhanced Energy Income ETFIncome · Covered calls0.85%10.50%+33.0%+38.2%[…][…]−10.3%15.3%$116M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: WEEI 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Westwood Salient Enhanced Energy Income ETF · $116M[…]

WEEI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

WEEIMeasureVIG

+33.0%Year to dateJan 1 → Nov 3+14.0%

+38.2%1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $17,369+20.2%

[…]5 years · per year$10,000 became […] · $16,495+10.5%

0.85%Expense ratio$85 · $4 a year on $10k · lower is better0.04%

10.50%Trailing 12-mo yield$1,050 · $147 a year on $10k1.47%

−10.3%Worst dropSmaller is better−7.9%

15.3%VolatilityLower is calmer10.0%

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

3–3Level

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

More Ways to See the Pairs

WEEI vs VIG: Top 5 Holdings

Today

WEEI

58.0%in top 5

VIG

in top 522.1%

WEEIStockVIG

24.8%XOMnot top 5

15.9%CVXnot top 5

6.8%COPnot top 5

5.5%VLOnot top 5

5.0%PSXnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common3.5%

End-of-day Nov 3, 2026 · share of each fund

WEEI vs VIG Returns, Every Period

WestwoodWEEI

+38.2%

past year

VIGVanguard

+15.9%

past year

WEEIVIGFaded: behind in that period

2–0WEEI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

WEEI vs VIG

YTD

WestwoodWEEI

+33.0%

VIGVanguard

+14.0%

+33.0%Year to date+14.0%

−10.3%Worst drop · 1Y−7.9%

15.3%Volatility · 1Y10.0%

10.5%Yield1.5%

$116MAssets$109B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WEEI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

WEEI0.85%$85

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: WEEI, VIG

10.50%highest, WEEI

FundTrailing yieldYield$10k

WEEI10.50%$1,050

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$965most kept, WEEI

WEEI$1,050 − $85 = $965

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: WEEI, VIG

Today

3.5%most shared, WEEI and VIG

WEEIVIG

WEEI—3.5%

VIG3.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.2%WEEI, at 15.3% volatility

VIGWorst drop−7.9%10.0% vol

WEEIWorst drop−10.3%15.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

WEEIVIG

+33.0%Year to date+14.0%

10.5%Yield1.5%

+38.2%Past year+15.9%

0.85%Fee0.04%

3–1WEEI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026