CSB vs VIG

ACSB

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income3.08%CSB · $308 on $10k

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

Held in common0.3%CSB and VIG

CSB

VIG

VictoryShares US Small Cap High Div Volatility Wtd ETF · $244MVanguard Dividend Appreciation ETF · $109B

+15.1%3 years · per year$15,235 · $16,775+18.8%

+5.7%5 years · per year$13,187 · $16,638+10.7%

0.39%Expense ratio$39 · $4 on $10k · lower wins0.04%

3.08%12-mo yield$308 · $146 on $10k1.46%

−9.5%Worst dropSmaller wins−7.9%

13.0%VolatilityLower wins11.0%

1–5VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSB · VIG

1.4%PB0.0%

1.7%IDA0.0%

1.3%NFG0.0%

1.5%INGR0.0%

Held in common0.3%

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 Four

5Y4 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	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
4	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.08%	+1.7%	+17.4%	+21.7%	+15.1%	+5.7%	−9.5%	$244M

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

All Four

5Y4 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	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
4	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.08%	+1.7%	+17.4%	+21.7%	+15.1%	+5.7%	−9.5%	$244M

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

CSB vs VIG

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,187

VIG

Vanguard Dividend Appreciation

$16,638

MeasureCSBVIG

Fee0.39%0.04%

Cost on $10k a year$39$4

Yield3.08%1.46%

5 years, per year+5.7%+10.7%

3 years, per year+15.1%+18.8%

Worst drop · 1Y−9.5%−7.9%

Volatility · 1Y13.0%11.0%

5–1measures won
VIG first

0.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

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

Overlap: CSB, VIG, SCHD, VUG

Today

26.4%most shared, VIG and VUG

CSBVIGSCHDVUG

CSB—0.3%1.5%0.0%

VIG0.3%—14.5%26.4%

SCHD1.5%14.5%—0.8%

VUG0.0%26.4%0.8%—

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

CSB$308 − $39 = $269

VIG$146 − $4 = $142

VUG$41 − $3 = $38

KeptFee

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