VIG vs TIZE

AVIG

BTIZE

Measures won2–0VIG wins · of 6 · YTD

$10,000 · YTD$11,207VIG · IVV $10,874

Lowest cost0.03%IVV · $3 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common[…]VIG and TIZE

YTD

VIG

TIZE

Vanguard Dividend Appreciation ETF · $109BTCW Securitized Income ETF · $31M

+12.1%Year to dateJan 1 → Nov 6[…]

+14.3%1 yearTotal return[…]

0.04%Expense ratio$4 · $40 on $10k · lower wins0.40%

1.50%12-mo yield$150 · $76 on $10k0.76%

−7.9%Worst dropSmaller wins[…]

10.8%VolatilityLower wins[…]

2–0VIG wins

$10,000 · since Jan 1All three, one scale

Shared top holdingsVIG · TIZE

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

YTD3 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

YTD3 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.76%	+0.1%	new	new	new	new	[…]	$31M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs TIZE

VIG

Vanguard Dividend Appreciation

$11,435

TIZE

TCW Securitized Income

[…]

MeasureVIGTIZE

Fee0.04%0.40%

Cost on $10k a year$4$40

Yield1.50%0.76%

5 years, per year+10.2%[…]

3 years, per year+18.6%[…]

Worst drop · 1Y−7.9%[…]

Volatility · 1Y10.8%[…]

2–0measures won
VIG first

Nov 6, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, TIZE, VIG

Today

42.8%most shared, IVV and VIG

IVVTIZEVIG

IVV—[…]42.8%

TIZE[…]—[…]

VIG42.8%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

IVV$114 − $3 = $111

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee