BSMT vs VIG

ABSMT

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,243VIG · BSMT $9,996

Lowest cost0.04%VIG · $4 on $10k

Most income2.76%BSMT · $276 on $10k

Smallest drop−3.9%BSMT · worst fall in 1Y

Held in common[…]BSMT and VIG

BSMT

VIG

Invesco BulletShares 2029 Municipal Bond ETF · $310MVanguard Dividend Appreciation ETF · $109B

+4.2%3 years · per year$11,313 · $16,669+18.6%

−0.0%5 years · per year$9,996 · $16,243+10.2%

0.18%Expense ratio$18 · $4 on $10k · lower wins0.04%

2.76%12-mo yield$276 · $150 on $10k1.50%

−3.9%Worst dropSmaller wins−7.9%

2.5%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsBSMT · VIG

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

Held in common[…]

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	ABSMT	Invesco BulletShares 2029 Municipal Bond ETFRead Desk		0.18%	2.76%	+0.2%	+1.0%	+1.9%	+4.2%	0.0%	−3.9%	$310M

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	ABSMT	Invesco BulletShares 2029 Municipal Bond ETFRead Desk		0.18%	2.76%	+0.2%	+1.0%	+1.9%	+4.2%	0.0%	−3.9%	$310M

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

BSMT vs VIG

BSMT

Invesco BulletShares 2029 Municipal Bond

$9,996

VIG

Vanguard Dividend Appreciation

$16,243

MeasureBSMTVIG

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield2.76%1.50%

5 years, per year−0.0%+10.2%

3 years, per year+4.2%+18.6%

Worst drop · 1Y−3.9%−7.9%

Volatility · 1Y2.5%10.8%

3–3measures won
level

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%

$44.7BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: BSMT, VIG

Today

[…]holdings […]

BSMTVIG

BSMT—[…]

VIG[…]—

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

Income After Fees on $10,000

$258most kept, BSMT

BSMT$276 − $18 = $258

VIG$150 − $4 = $146

KeptFee

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