AVLC vs VIG

AAVLC

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VIG $16,243

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 common39.8%AVLC and VIG

AVLC

VIG

Avantis U.S. Large Cap Equity ETF · $1.6BVanguard Dividend Appreciation ETF · $109B

+22.4%3 years · per year$18,358 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

0.90%12-mo yield$90 · $150 on $10k1.50%

−8.0%Worst dropSmaller wins−7.9%

14.4%VolatilityLower wins10.8%

1–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVLC · VIG

5.4%MSFT4.9%

6.0%AAPL4.9%

1.6%LLY4.1%

1.5%JPM3.9%

Held in common39.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk	0.15%	0.90%	+0.2%	+11.8%	+13.6%	+22.4%	new	−8.0%	$1.6B

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk	0.15%	0.90%	+0.2%	+11.8%	+13.6%	+22.4%	new	−8.0%	$1.6B

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

AVLC vs VIG

AVLC

Avantis U.S. Large Cap Equity

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureAVLCVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.90%1.50%

5 years, per year[…]+10.2%

3 years, per year+22.4%+18.6%

Worst drop · 1Y−8.0%−7.9%

Volatility · 1Y14.4%10.8%

4–1measures won
VIG first

39.8%

holdings shared

Nov 6, 2026 · $10,000 five years 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%

$182BAssets$819B

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$850B

0–0level

End-of-day Nov 6, 2026

Overlap: AVLC, VIG, IVV

Today

73.9%most shared, AVLC and IVV

AVLCVIGIVV

AVLC—39.8%73.9%

VIG39.8%—42.8%

IVV73.9%42.8%—

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

AVLC$90 − $15 = $75

KeptFee

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