Compare · 2 funds side by side · dividends reinvested

WRND and VIG

WRNDNY Life Investments×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

WRND 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%$109B1.1

NYLI Global Equity R&D Leaders ETFInternational · Global0.18%1.03%+3.9%+4.0%+20.0%[…]−14.3%21.0%$10M1.9

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: WRND 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

NYLI Global Equity R&D Leaders ETF · $10M[…]

WRND

VIG

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

$10,000 five years ago, dividends reinvested · they hold 20.8% in common

WRNDMeasureVIG

+3.9%Year to dateJan 1 → Nov 5+12.5%

+4.0%1 yearTotal return+15.2%

+20.0%3 years · per year$10,000 became $17,275 · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.18%Expense ratio$18 · $4 a year on $10k · lower is better0.04%

1.03%Trailing 12-mo yield$103 · $149 a year on $10k1.49%

−14.3%Worst dropSmaller is better−7.9%

21.0%VolatilityLower is calmer10.8%

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

1–6VIG wins

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

More Ways to See the Pairs

WRND vs VIG: Top 5 Holdings

Today

WRND

29.2%in top 5

VIG

in top 522.1%

WRNDStockVIG

7.4%AAPL4.9%

7.0%NVDAnot top 5

5.6%GOOGLnot top 5

4.9%MSFT4.9%

4.3%2330.TWnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common20.8%

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

WRND vs VIG Returns, Every Period

NY Life InvestmentsWRND

+4.0%

past year

VIGVanguard

+15.2%

past year

WRNDVIGFaded: behind in that period

1–2VIG wins

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

International vs Income: WRND vs VIG

YTD

NY Life InvestmentsWRND

+3.9%

VIGVanguard

+12.5%

+3.9%Year to date+12.5%

−14.3%Worst drop · 1Y−7.9%

21.0%Volatility · 1Y10.8%

1.0%Yield1.5%

$10.2MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: WRND, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

WRND0.18%$18

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

Yields: WRND, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

WRND1.03%$103

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

WRND$103 − $18 = $85

KeptFee

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

Overlap: WRND, VIG

Today

20.8%most shared, WRND and VIG

WRNDVIG

WRND—20.8%

VIG20.8%—

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

WRNDWorst drop−14.3%21.0% vol

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

Paid More vs Made More

YTD

VIGWRND

+12.5%Year to date+3.9%

1.5%Yield1.0%

+15.2%Past year+4.0%

0.04%Fee0.18%

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