DFUV vs VIG

ADFUV

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−6.0%DFUV · worst fall in 1Y

Held in common32.9%DFUV and VIG

DFUV

VIG

Dimensional - US Marketwide Value ETF · $16.0BVanguard Dividend Appreciation ETF · $109B

+23.2%3 years · per year$18,705 · $17,533+20.6%

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

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

1.28%12-mo yield$128 · $144 on $10k1.44%

−6.0%Worst dropSmaller wins−7.9%

11.3%VolatilityLower wins10.2%

2–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFUV · VIG

4.2%JPM3.9%

3.9%XOM3.0%

2.3%JNJ2.8%

1.5%UNH1.5%

Held in common32.9%

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	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.28%	+1.3%	+24.4%	+30.3%	+23.2%	new	−6.0%	$16.0B

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	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.28%	+1.3%	+24.4%	+30.3%	+23.2%	new	−6.0%	$16.0B

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

DFUV vs VIG

DFUV

Dimensional - US Marketwide Value

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureDFUVVIG

Fee0.21%0.04%

Cost on $10k a year$21$4

Yield1.28%1.44%

5 years, per year[…]+11.2%

3 years, per year+23.2%+20.6%

Worst drop · 1Y−6.0%−7.9%

Volatility · 1Y11.3%10.2%

3–2measures won
VIG first

32.9%

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%

$123BAssets$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%

$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

Overlap: DFUV, VIG

Today

32.9%most shared, DFUV and VIG

DFUVVIG

DFUV—32.9%

VIG32.9%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

DFUV$128 − $21 = $107

KeptFee

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