DFLV vs VIG

ADFLV

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−5.5%DFLV · worst fall in 1Y

Held in common29.9%DFLV and VIG

DFLV

VIG

Dimensional - US Large Cap Value ETF · $7.3BVanguard Dividend Appreciation ETF · $109B

+21.7%3 years · per year$18,018 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.21%Expense ratio$21 · $4 on $10k · lower wins0.04%

1.38%12-mo yield$138 · $150 on $10k1.50%

−5.5%Worst dropSmaller wins−7.9%

11.1%VolatilityLower wins10.8%

2–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFLV · VIG

4.5%JPM3.9%

3.8%XOM3.0%

1.6%UNH1.5%

1.4%PG1.5%

Held in common29.9%

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	ADFLV	Dimensional - US Large Cap Value ETFRead Desk		0.21%	1.38%	−0.3%	+21.2%	+27.1%	+21.7%	new	−5.5%	$7.3B

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	ADFLV	Dimensional - US Large Cap Value ETFRead Desk		0.21%	1.38%	−0.3%	+21.2%	+27.1%	+21.7%	new	−5.5%	$7.3B

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

DFLV vs VIG

DFLV

Dimensional - US Large Cap Value

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureDFLVVIG

Fee0.21%0.04%

Cost on $10k a year$21$4

Yield1.38%1.50%

5 years, per year[…]+10.2%

3 years, per year+21.7%+18.6%

Worst drop · 1Y−5.5%−7.9%

Volatility · 1Y11.1%10.8%

3–2measures won
VIG first

29.9%

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: DFLV, VIG

Today

29.9%most shared, DFLV and VIG

DFLVVIG

DFLV—29.9%

VIG29.9%—

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

DFLV$138 − $21 = $117

KeptFee

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