BDYN vs VIG

ABDYN

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common31.5%BDYN and VIG

BDYN

VIG

iShares Dynamic Equity Active ETF · $3.1BVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

0.40%Expense ratio$40 · $4 on $10k · lower wins0.04%

2.07%12-mo yield$207 · $146 on $10k1.46%

−10.8%Worst dropSmaller wins−7.9%

15.6%VolatilityLower wins11.0%

1–3VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBDYN · VIG

4.7%AAPL4.9%

4.5%MSFT4.9%

2.0%LLY4.1%

1.3%COST1.8%

Held in common31.5%

End-of-day Nov 9, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ABDYN	iShares Dynamic Equity Active ETFRead Desk	0.40%	2.07%	+2.9%	+5.1%	+8.0%	new	new	−10.8%	$3.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ABDYN	iShares Dynamic Equity Active ETFRead Desk	0.40%	2.07%	+2.9%	+5.1%	+8.0%	new	new	−10.8%	$3.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BDYN vs VIG

BDYN

iShares Dynamic Equity Active

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureBDYNVIG

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield2.07%1.46%

5 years, per year[…]+10.7%

3 years, per year[…]+18.8%

Worst drop · 1Y−10.8%−7.9%

Volatility · 1Y15.6%11.0%

3–1measures won
VIG first

31.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: BDYN, VIG, SCHD

Today

31.5%most shared, BDYN and VIG

BDYNVIGSCHD

BDYN—31.5%4.4%

VIG31.5%—14.5%

SCHD4.4%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

BDYN$207 − $40 = $167

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee