GVUS vs VIG

AGVUS

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$22,029GLD · VIG $16,653

Lowest cost0.04%VIG · $4 on $10k

Most income1.45%VIG · $145 on $10k

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

Held in common45.7%GVUS and VIG

Goldman Sachs MarketBeta Russell 1000 Value Equity ETF · $458MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,811+18.9%

[…]5 years · per year[…] · $16,653+10.7%

0.12%Expense ratio$12 · $4 on $10k · lower wins0.04%

1.43%12-mo yield$143 · $145 on $10k1.45%

Cards for this view

GVUS

Goldman Sachs MarketBeta Russell 1000 Value Equity

[…]

VIG

Vanguard Dividend Appreciation

$16,653

MeasureGVUSVIG

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield1.43%1.45%

5 years, per year[…]+10.7%

3 years, per year[…]+18.9%

Worst drop · 1Y−6.7%−7.9%

Volatility · 1Y11.6%11.0%

#
1	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−1.1%	−7.9%	−3.5%	+25.8%	+17.1%	−28.3%	$135.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
3	AGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk	0.12%	1.43%	+0.5%	+26.8%	+30.3%	new	new	−6.7%	$458M

#
1	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−1.1%	−7.9%	−3.5%	+25.8%	+17.1%	−28.3%	$135.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
3	AGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk	0.12%	1.43%	+0.5%	+26.8%	+30.3%	new	new	−6.7%	$458M

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