FRWD vs VIG

AFRWD

BVIG

Measures won0–2VIG wins · of 6 · 5Y

$10,000 · 5Y$17,262VYM · VIG $16,513

Lowest cost0.04%VIG · $4 on $10k

Most income2.23%VYM · $223 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common11.8%FRWD and VIG

Nomura Transformational Technologies ETF · $248MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,797+18.9%

[…]5 years · per year[…] · $16,513+10.6%

0.65%Expense ratio$65 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $145 on $10k1.45%

Cards for this view

FRWD

Nomura Transformational Technologies

[…]

VIG

Vanguard Dividend Appreciation

$16,513

MeasureFRWDVIG

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield0.00%1.45%

5 years, per year[…]+10.6%

3 years, per year[…]+18.9%

Worst drop · 1Y[…]−7.9%

Volatility · 1Y[…]11.0%

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	−0.1%	+17.0%	+18.3%	+20.4%	+11.5%	−6.7%	$78.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
3	AFRWD	Nomura Transformational Technologies ETFRead Desk	0.65%	0.00%	−1.8%	new	new	new	new	[…]	$248M

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	−0.1%	+17.0%	+18.3%	+20.4%	+11.5%	−6.7%	$78.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
3	AFRWD	Nomura Transformational Technologies ETFRead Desk	0.65%	0.00%	−1.8%	new	new	new	new	[…]	$248M

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