BBSC vs VIG

ABBSC

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · BBSC $13,395

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common0.9%BBSC and VIG

BBSC

VIG

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · $741MVanguard Dividend Appreciation ETF · $109B

+21.0%3 years · per year$17,703 · $16,669+18.6%

+6.0%5 years · per year$13,395 · $16,243+10.2%

0.09%Expense ratio$9 · $4 on $10k · lower wins0.04%

1.08%12-mo yield$108 · $150 on $10k1.50%

−10.6%Worst dropSmaller wins−7.9%

18.1%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBSC · VIG

0.3%MATX0.0%

0.2%NPO0.0%

0.2%MTRN0.0%

0.2%BCPC0.0%

Held in common0.9%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ABBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk		0.09%	1.08%	+0.8%	+14.5%	+14.4%	+21.0%	+6.0%	−10.6%	$741M

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ABBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk		0.09%	1.08%	+0.8%	+14.5%	+14.4%	+21.0%	+6.0%	−10.6%	$741M

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

BBSC vs VIG

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity

$13,395

VIG

Vanguard Dividend Appreciation

$16,243

MeasureBBSCVIG

Fee0.09%0.04%

Cost on $10k a year$9$4

Yield1.08%1.50%

5 years, per year+6.0%+10.2%

3 years, per year+21.0%+18.6%

Worst drop · 1Y−10.6%−7.9%

Volatility · 1Y18.1%10.8%

5–1measures won
VIG first

0.9%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: BBSC, VIG

Today

0.9%most shared, BBSC and VIG

BBSCVIG

BBSC—0.9%

VIG0.9%—

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

BBSC$108 − $9 = $99

KeptFee

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