DFIP vs VIG

ADFIP

BVIG

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.03%BND · $3 on $10k

Most income5.32%DFIP · $532 on $10k

Smallest drop−4.3%DFIP · worst fall in 1Y

Held in common[…]DFIP and VIG

DFIP

VIG

Dimensional - Inflation-Protected Securities ETF · $1.1BVanguard Dividend Appreciation ETF · $109B

+4.4%3 years · per year$11,371 · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

0.11%Expense ratio$11 · $4 on $10k · lower wins0.04%

5.32%12-mo yield$532 · $146 on $10k1.46%

−4.3%Worst dropSmaller wins−7.9%

3.7%VolatilityLower wins11.0%

3–2DFIP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFIP · VIG

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

Held in common[…]

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	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
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.32%	−0.3%	−0.3%	−0.5%	+4.4%	new	−4.3%	$1.1B

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	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
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.32%	−0.3%	−0.3%	−0.5%	+4.4%	new	−4.3%	$1.1B

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

DFIP vs VIG

DFIP

Dimensional - Inflation-Protected Securities

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureDFIPVIG

Fee0.11%0.04%

Cost on $10k a year$11$4

Yield5.32%1.46%

5 years, per year[…]+10.7%

3 years, per year+4.4%+18.8%

Worst drop · 1Y−4.3%−7.9%

Volatility · 1Y3.7%11.0%

3–2measures won
DFIP first

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

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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: DFIP, VIG, BND, SCHD

Today

14.5%most shared, VIG and SCHD

DFIPVIGBNDSCHD

DFIP—[…][…][…]

VIG[…]—[…]14.5%

BND[…][…]—[…]

SCHD[…]14.5%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

BND$412 − $3 = $409

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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