Compare · 3 funds side by side · dividends reinvested

ZDIS, VO and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

ZDIS, VO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.9

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFUS Stock Styles · Growth0.75%0.00%[…][…][…][…][…][…]$56M3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: ZDIS 2015 · VO 2004 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $56M[…]

ZDIS

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

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

ZDISMeasureVO

[…]Year to dateJan 1 → Nov 9+13.6%

[…]1 yearTotal return+15.6%

[…]3 years · per year$10,000 became […] · $16,763+18.8%

[…]5 years · per year$10,000 became […] · $13,867+6.8%

0.75%Expense ratio$75 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $135 a year on $10k1.35%

[…]Worst dropSmaller is better−8.2%

[…]VolatilityLower is calmer13.1%

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

0–2VO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ZDIS vs VO: Top 5 Holdings

Today

ZDIS

38.0%in top 5

in top 55.3%

ZDISStockVO

9.2%TSLAnot top 5

9.2%SHOPnot top 5

8.5%NVDAnot top 5

5.9%MELInot top 5

5.2%SNOWnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common3.5%

End-of-day Nov 9, 2026 · share of each fund

ZDIS vs VO Returns, Every Period

VirtusZDIS

[…]

past year

VOVanguard

+15.6%

past year

Returns […]

ZDISVOFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ZDIS vs VIG

YTD

VirtusZDIS

[…]

VIGVanguard

+14.8%

[…]Year to date+14.8%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y11.0%

0.0%Yield1.5%

$56.3MAssets$109B

1–0VIG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ZDIS, VO, VIG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VIG0.04%$4

ZDIS0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ZDIS, VO, VIG

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

VO1.35%$135

ZDIS0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

VO$135 − $3 = $132

ZDIS$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ZDIS, VO, VIG

Today

13.5%most shared, VO and VIG

ZDISVOVIG

ZDIS—3.5%0.0%

VO3.5%—13.5%

VIG0.0%13.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

VOWorst drop−8.2%13.1% vol

ZDISWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VIGVO

+14.8%Year to date+13.6%

1.5%Yield1.4%

+17.6%Past year+15.6%

0.04%Fee0.03%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026