AVIE vs VIG

AAVIE

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−5.4%AVIE · worst fall in 1Y

Held in common25.0%AVIE and VIG

AVIE

VIG

Avantis Inflation Focused Equity ETF · $17MVanguard Dividend Appreciation ETF · $109B

+16.1%3 years · per year$15,664 · $16,814+18.9%

[…]5 years · per year[…] · $16,331+10.3%

0.25%Expense ratio$25 · $4 on $10k · lower wins0.04%

1.42%12-mo yield$142 · $149 on $10k1.49%

−5.4%Worst dropSmaller wins−7.9%

10.2%VolatilityLower wins10.8%

2–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVIE · VIG

4.0%LLY4.1%

4.1%XOM3.0%

2.4%JNJ2.8%

2.1%ABBV2.0%

Held in common25.0%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AAVIE	Avantis Inflation Focused Equity ETFRead Desk		0.25%	1.42%	−1.6%	+26.4%	+33.9%	+16.1%	new	−5.4%	$17M

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AAVIE	Avantis Inflation Focused Equity ETFRead Desk		0.25%	1.42%	−1.6%	+26.4%	+33.9%	+16.1%	new	−5.4%	$17M

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

AVIE vs VIG

AVIE

Avantis Inflation Focused Equity

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureAVIEVIG

Fee0.25%0.04%

Cost on $10k a year$25$4

Yield1.42%1.49%

5 years, per year[…]+10.3%

3 years, per year+16.1%+18.9%

Worst drop · 1Y−5.4%−7.9%

Volatility · 1Y10.2%10.8%

3–2measures won
VIG first

25.0%

holdings shared

Nov 5, 2026 · $10,000 five 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%

$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

Overlap: AVIE, VIG

Today

25.0%most shared, AVIE and VIG

AVIEVIG

AVIE—25.0%

VIG25.0%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

AVIE$142 − $25 = $117

KeptFee

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