CSHP vs VIG

ACSHP

BVIG

Measures won3–1CSHP wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income3.96%CSHP · $396 on $10k

Smallest drop−0.7%CSHP · worst fall in 1Y

Held in common13.3%CSHP and VIG

CSHP

VIG

iShares Dynamic Short-Term Active ETF · $383MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.20%Expense ratio$20 · $4 on $10k · lower wins0.04%

3.96%12-mo yield$396 · $144 on $10k1.44%

−0.7%Worst dropSmaller wins−7.9%

1.9%VolatilityLower wins10.2%

3–1CSHP wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSHP · VIG

2.1%AAPL4.9%

1.7%MSFT4.9%

0.7%AVGO4.3%

0.5%LLY4.1%

Held in common13.3%

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ACSHP	iShares Dynamic Short-Term Active ETFRead Desk		0.20%	3.96%	0.0%	+3.3%	+4.0%	new	new	−0.7%	$383M

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ACSHP	iShares Dynamic Short-Term Active ETFRead Desk		0.20%	3.96%	0.0%	+3.3%	+4.0%	new	new	−0.7%	$383M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSHP vs VIG

CSHP

iShares Dynamic Short-Term Active

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureCSHPVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield3.96%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−0.7%−7.9%

Volatility · 1Y1.9%10.2%

3–1measures won
CSHP first

13.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: CSHP, VIG

Today

13.3%most shared, CSHP and VIG

CSHPVIG

CSHP—13.3%

VIG13.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$376most kept, CSHP

CSHP$396 − $20 = $376

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee