CGDV vs WCEO · Compare Desk

ADGRO

BVIG

Measures won5–1DGRO wins · of 6 · 3Y

$10,000 · 3Y$17,770DGRO · VIG $16,814

Lowest cost0.04%VIG · $4 on $10k

Most income1.86%DGRO · $186 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common68.5%DGRO and VIG

DGRO vs VIG

DGRO

VIG

iShares Core Dividend Growth ETF · $44.9BVanguard Dividend Appreciation ETF · $109B

+21.1%3 years · per year$17,770 · $16,814+18.9%

+11.1%5 years · per year$16,941 · $16,331+10.3%

0.08%Expense ratio$8 · $4 on $10k · lower wins0.04%

1.86%12-mo yield$186 · $149 on $10k1.49%

−6.5%Worst dropSmaller wins−7.9%

10.2%VolatilityLower wins10.8%

5–1DGRO wins

$10,000 · 3 yearsOne scale

Shared top holdingsDGRO · VIG

3.2%MSFT4.9%

3.0%AAPL4.9%

3.0%XOM3.0%

2.8%JNJ2.8%

Held in common68.5%

End-of-day Nov 5, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

3Y2 funds

#			Trend
1	ADGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

3Y2 funds

#			Trend
1	ADGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DGRO vs VIG

DGRO

iShares Core Dividend Growth

$17,770

VIG

Vanguard Dividend Appreciation

$16,814

MeasureDGROVIG

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield1.86%1.49%

5 years, per year+11.1%+10.3%

3 years, per year+21.1%+18.9%

Worst drop · 1Y−6.5%−7.9%

Volatility · 1Y10.2%10.8%

5–1measures won
DGRO first

68.5%

holdings shared

Nov 5, 2026 · $10,000 three years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DGRO, VIG

Today

68.5%most shared, DGRO and VIG

DGROVIG

DGRO—68.5%

VIG68.5%—

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

Income After Fees on $10,000

$178most kept, DGRO

DGRO$186 − $8 = $178

VIG$149 − $4 = $145

KeptFee

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