CZA vs VIG

ACZA

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · CZA $14,467

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common2.6%CZA and VIG

CZA

VIG

Invesco Zacks Mid-Cap ETF · $180MVanguard Dividend Appreciation ETF · $109B

+17.4%3 years · per year$16,198 · $16,669+18.6%

+7.7%5 years · per year$14,467 · $16,243+10.2%

0.69%Expense ratio$69 · $4 on $10k · lower wins0.04%

1.36%12-mo yield$136 · $150 on $10k1.50%

−9.2%Worst dropSmaller wins−7.9%

12.2%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsCZA · VIG

2.2%MSCI0.2%

1.6%ADM0.2%

1.7%SYY0.2%

1.7%PEG0.1%

Held in common2.6%

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	ACZA	Invesco Zacks Mid-Cap ETFRead Desk		0.69%	1.36%	−0.4%	+14.4%	+18.0%	+17.4%	+7.7%	−9.2%	$180M

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	ACZA	Invesco Zacks Mid-Cap ETFRead Desk		0.69%	1.36%	−0.4%	+14.4%	+18.0%	+17.4%	+7.7%	−9.2%	$180M

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

CZA vs VIG

CZA

Invesco Zacks Mid-Cap

$14,467

VIG

Vanguard Dividend Appreciation

$16,243

MeasureCZAVIG

Fee0.69%0.04%

Cost on $10k a year$69$4

Yield1.36%1.50%

5 years, per year+7.7%+10.2%

3 years, per year+17.4%+18.6%

Worst drop · 1Y−9.2%−7.9%

Volatility · 1Y12.2%10.8%

6–0measures won
VIG first

2.6%

holdings shared

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: CZA, VIG

Today

2.6%most shared, CZA and VIG

CZAVIG

CZA—2.6%

VIG2.6%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

CZA$136 − $69 = $67

KeptFee

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