BWZ vs VIG

ABWZ

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,243VIG · BWZ $9,365

Lowest cost0.04%VIG · $4 on $10k

Most income2.18%BWZ · $218 on $10k

Smallest drop−5.2%BWZ · worst fall in 1Y

Held in common[…]BWZ and VIG

BWZ

VIG

SPDR Bloomberg Short Term International Treasury Bond ETF · $299MVanguard Dividend Appreciation ETF · $109B

+3.2%3 years · per year$11,003 · $16,669+18.6%

−1.3%5 years · per year$9,365 · $16,243+10.2%

0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%

2.18%12-mo yield$218 · $150 on $10k1.50%

−5.2%Worst dropSmaller wins−7.9%

6.5%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsBWZ · 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	ABWZ	SPDR Bloomberg Short Term International Treasury Bond ETFRead Desk		0.35%	2.18%	−0.6%	−1.4%	0.0%	+3.2%	−1.3%	−5.2%	$299M

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	ABWZ	SPDR Bloomberg Short Term International Treasury Bond ETFRead Desk		0.35%	2.18%	−0.6%	−1.4%	0.0%	+3.2%	−1.3%	−5.2%	$299M

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

BWZ vs VIG

BWZ

SPDR Bloomberg Short Term International Treasury Bond

$9,365

VIG

Vanguard Dividend Appreciation

$16,243

MeasureBWZVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield2.18%1.50%

5 years, per year−1.3%+10.2%

3 years, per year+3.2%+18.6%

Worst drop · 1Y−5.2%−7.9%

Volatility · 1Y6.5%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: BWZ, VIG

Today

[…]holdings […]

BWZVIG

BWZ—[…]

VIG[…]—

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

Income After Fees on $10,000

$183most kept, BWZ

BWZ$218 − $35 = $183

VIG$150 − $4 = $146

KeptFee

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