HF vs VIG

AHF

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,596VIG · SCHD $16,429

Lowest cost0.04%VIG · $4 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−3.1%HF · worst fall in 1Y

Held in common0.0%HF and VIG

DGA Core Plus Absolute Return ETF · $21MVanguard Dividend Appreciation ETF · $109B

+9.1%3 years · per year$12,974 · $16,806+18.9%

[…]5 years · per year[…] · $16,596+10.7%

1.85%Expense ratio$185 · $4 on $10k · lower wins0.04%

0.88%12-mo yield$88 · $145 on $10k1.45%

Cards for this view

DGA Core Plus Absolute Return

[…]

VIG

Vanguard Dividend Appreciation

$16,596

MeasureHFVIG

Fee1.85%0.04%

Cost on $10k a year$185$4

Yield0.88%1.45%

5 years, per year[…]+10.7%

3 years, per year+9.1%+18.9%

Worst drop · 1Y−3.1%−7.9%

Volatility · 1Y6.1%

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
3	AHF	DGA Core Plus Absolute Return ETFRead Desk	1.85%	0.88%	−0.2%	+7.2%	+7.1%	+9.1%	new	−3.1%	$21M

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
3	AHF	DGA Core Plus Absolute Return ETFRead Desk	1.85%	0.88%	−0.2%	+7.2%	+7.1%	+9.1%	new	−3.1%	$21M

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