Compare · 3 funds side by side · dividends reinvested

ZDIS, VIG and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

ZDIS, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.6

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFUS Stock Styles · Growth0.75%0.00%[…][…][…][…][…][…]$60M3.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: ZDIS 2015 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $60M[…]

ZDIS

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ZDISMeasureVIG

[…]Year to dateJan 1 → Nov 4+16.4%

[…]1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.75%Expense ratio$75 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $144 a year on $10k1.44%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.2%

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

0–2VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ZDIS vs VIG: Top 5 Holdings

Today

ZDIS

38.0%in top 5

VIG

in top 522.1%

ZDISStockVIG

9.5%TSLAnot top 5

8.8%NVDAnot top 5

8.2%SHOPnot top 5

6.3%MELInot top 5

5.2%SNOWnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

ZDIS vs VIG Returns, Every Period

VirtusZDIS

[…]

past year

VIGVanguard

+18.9%

past year

Returns […]

ZDISVIGFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ZDIS vs VIG

YTD

VirtusZDIS

[…]

VIGVanguard

+16.4%

[…]Year to date+16.4%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y10.2%

0.0%Yield1.4%

$60.4MAssets$109B

1–0VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ZDIS, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

ZDIS0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ZDIS, VIG, VUG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

VUG0.40%$40

ZDIS0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

VUG$40 − $3 = $37

ZDIS$0 − $75 = −$75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ZDIS, VIG, VUG

Today

26.4%most shared, VIG and VUG

ZDISVIGVUG

ZDIS—0.0%17.4%

VIG0.0%—26.4%

VUG17.4%26.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

VUGWorst drop−16.1%18.2% vol

ZDISWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGVUG

+16.4%Year to date+6.3%

1.4%Yield0.4%

+18.9%Past year+3.4%

0.04%Fee0.03%

3–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026