DFII vs VIG

ADFII

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income19.23%DFII · $1,923 on $10k

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

Held in common[…]DFII and VIG

DFII

VIG

FT Vest Bitcoin Strategy & Target Income ETF · $20MVanguard Dividend Appreciation ETF · $109B

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

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

0.85%Expense ratio$85 · $4 on $10k · lower wins0.04%

19.23%12-mo yield$1,923 · $144 on $10k1.44%

−42.9%Worst dropSmaller wins−7.9%

42.2%VolatilityLower wins10.2%

1–3VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFII · VIG

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

Held in common[…]

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

All Three

5Y3 funds

#
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	19.23%	+2.6%	−11.4%	−25.7%	new	new	−42.9%	$20M

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

All Three

5Y3 funds

#
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	19.23%	+2.6%	−11.4%	−25.7%	new	new	−42.9%	$20M

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

DFII vs VIG

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureDFIIVIG

Fee0.85%0.04%

Cost on $10k a year$85$4

Yield19.23%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−42.9%−7.9%

Volatility · 1Y42.2%10.2%

3–1measures won
VIG first

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFII, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

DFIIVIGSCHD

DFII—[…][…]

VIG[…]—14.5%

SCHD[…]14.5%—

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

Income After Fees on $10,000

$1,838most kept, DFII

DFII$1,923 − $85 = $1,838

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

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