Compare · 2 funds side by side · dividends reinvested

BBSC and VIG

BBSCJ.P. Morgan×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

BBSC and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

JPMorgan BetaBuilders U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.09%1.09%+13.6%+15.1%+20.9%+5.8%−10.6%18.2%$729M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BBSC 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · $729M$13,283

BBSC

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

BBSCMeasureVIG

+13.6%Year to dateJan 1 → Nov 5+12.5%

+15.1%1 yearTotal return+15.2%

+20.9%3 years · per year$10,000 became $17,653 · $16,814+18.9%

+5.8%5 years · per year$10,000 became $13,283 · $16,331+10.3%

0.09%Expense ratio$9 · $4 a year on $10k · lower is better0.04%

1.09%Trailing 12-mo yield$109 · $149 a year on $10k1.49%

−10.6%Worst dropSmaller is better−7.9%

18.2%VolatilityLower is calmer10.8%

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

2–6VIG wins

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

More Ways to See the Pairs

BBSC vs VIG: Top 5 Holdings

Today

BBSC

2.1%in top 5

VIG

in top 522.1%

BBSCStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.5%SMTCnot top 5

0.4%BTSGnot top 5

0.4%AHRnot top 5

0.4%MOG-Anot top 5

0.4%FROGnot top 5

Held in common0.9%

End-of-day Nov 5, 2026 · share of each fund

BBSC vs VIG Returns, Every Period

J.P. MorganBBSC

+5.8%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

BBSCVIGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: BBSC vs VIG

YTD

J.P. MorganBBSC

+13.6%

VIGVanguard

+12.5%

+13.6%Year to date+12.5%

−10.6%Worst drop · 1Y−7.9%

18.2%Volatility · 1Y10.8%

1.1%Yield1.5%

$729MAssets$109B

3–1VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBSC, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

BBSC0.09%$9

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BBSC, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

BBSC1.09%$109

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

BBSC$109 − $9 = $100

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BBSC, VIG

Today

0.9%most shared, BBSC and VIG

BBSCVIG

BBSC—0.9%

VIG0.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

BBSCWorst drop−10.6%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGBBSC

+12.5%Year to date+13.6%

1.5%Yield1.1%

+15.2%Past year+15.1%

0.04%Fee0.09%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026