Compare · 2 funds side by side · dividends reinvested

WUGI and VIG

WUGIAXS 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

WUGI 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

AXS Esoterica NextG Economy ETFUnsorted1.46%25.26%−9.6%−11.2%+25.3%+5.8%−32.0%36.8%$27M1.8

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: WUGI 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

AXS Esoterica NextG Economy ETF · $27M$13,235

WUGI

VIG

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

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

WUGIMeasureVIG

−9.6%Year to dateJan 1 → Nov 5+12.5%

−11.2%1 yearTotal return+15.2%

+25.3%3 years · per year$10,000 became $19,693 · $16,814+18.9%

+5.8%5 years · per year$10,000 became $13,235 · $16,331+10.3%

1.46%Expense ratio$146 · $4 a year on $10k · lower is better0.04%

25.26%Trailing 12-mo yield$2,526 · $149 a year on $10k1.49%

−32.0%Worst dropSmaller is better−7.9%

36.8%VolatilityLower is calmer10.8%

WUGIVIG 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

WUGI vs VIG: Top 5 Holdings

Today

WUGI

34.9%in top 5

VIG

in top 522.1%

WUGIStockVIG

8.9%TSMnot top 5

6.6%AMZNnot top 5

6.5%ASMLnot top 5

6.5%MUnot top 5

6.3%NVDAnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common4.3%

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

WUGI vs VIG Returns, Every Period

AXS InvestmentsWUGI

+5.8%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

WUGIVIGFaded: behind in that period

1–3VIG wins

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

Unsorted vs Income: WUGI vs VIG

YTD

AXS InvestmentsWUGI

−9.6%

VIGVanguard

+12.5%

−9.6%Year to date+12.5%

−32.0%Worst drop · 1Y−7.9%

36.8%Volatility · 1Y10.8%

25.3%Yield1.5%

$27.4MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: WUGI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

WUGI1.46%$146

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

Yields: WUGI, VIG

25.26%highest, WUGI

FundTrailing yieldYield$10k

WUGI25.26%$2,526

VIG1.49%$149

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

Income After Fees on $10,000

$2,380most kept, WUGI

WUGI$2,526 − $146 = $2,380

VIG$149 − $4 = $145

KeptFee

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

Overlap: WUGI, VIG

Today

4.3%most shared, WUGI and VIG

WUGIVIG

WUGI—4.3%

VIG4.3%—

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

WUGIWorst drop−32.0%36.8% vol

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

Paid More vs Made More

YTD

WUGIVIG

−9.6%Year to date+12.5%

25.3%Yield1.5%

−11.2%Past year+15.2%

1.46%Fee0.04%

3–1VIG 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