Compare · 3 funds side by side · dividends reinvested

WMSB, VIG and SGOV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,583VIG · best of the three

Story of the three · IncomeMost incomeWMSB · 5.07% · $507 a year on $10k

Story of the three · RiskSmallest drop

WMSB, VIG and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.8

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%$116B1.8

Northern Lights Fund Trust II - Weitz Multisector Bond ETFBonds & Cash · Other bonds0.65%5.07%+1.4%+2.8%[…][…]−2.8%3.0%$27M2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: WMSB 2025 · VIG 2006 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Northern Lights Fund Trust II - Weitz Multisector Bond ETF · $27M[…]

WMSB

VIG

Vanguard Dividend Appreciation ETF · $109B$16,583

$10,000 five years ago, dividends reinvested

WMSBMeasure

More Ways to See the Pairs

WMSB vs VIG: Top 5 Holdings

Today

WMSB

[…]in top 5

VIG

in top 522.1%

WMSBStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Cost, Income and Risk

Fees: WMSB, VIG, SGOV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SGOV0.09%$9

WMSB0.65%$65

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

Yields: WMSB, VIG, SGOV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

VIG

+1.4%Year to dateJan 1 → Nov 10+15.1%

+2.8%1 yearTotal return+17.8%

[…]3 years · per year$10,000 became […] · $16,696+18.6%

[…]5 years · per year$10,000 became […] · $16,583+10.6%

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

5.07%Trailing 12-mo yield$507 · $146 a year on $10k1.46%

−2.8%Worst dropSmaller is better−7.9%

3.0%VolatilityLower is calmer11.0%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

WMSB vs VIG Returns, Every Period

1Y

WeitzWMSB

+2.8%

past year

VIGVanguard

+17.8%

past year

WMSBVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

WMSB vs SGOV

YTD

WeitzWMSB

+1.4%

SGOViShares

+3.2%

+1.4%Year to date+3.2%

−2.8%Worst drop · 1Y+0.0%

3.0%Volatility · 1Y0.2%

5.1%Yield3.6%

$27.1MAssets$116B

3–1SGOV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

5.07%highest, WMSB

FundTrailing yieldYield$10k

WMSB5.07%$507

SGOV3.63%$363

VIG1.46%$146

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$442most kept, WMSB

WMSB$507 − $65 = $442

SGOV$363 − $9 = $354

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: WMSB, VIG, SGOV

Today

[…]holdings […]

WMSBVIGSGOV

WMSB—[…][…]

VIG[…]—[…]

SGOV[…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.8%VIG, at 11.0% volatility

SGOVWorst drop0.0%0.2% vol

WMSBWorst drop−2.8%3.0% vol

VIGWorst drop−7.9%11.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

WMSBVIG

+1.4%Year to date+15.1%

5.1%Yield1.5%

+2.8%Past year+17.8%

0.65%Fee0.04%

3–1VIG wins

End-of-day Nov 10, 2026

+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

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WMSB, VIG and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three