VT vs DGRO

AVT

BDGRO

Measures won1–5DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,941DGRO · VT $15,576

Lowest cost0.06%VT · $6 on $10k

Most income1.86%DGRO · $186 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common27.2%VT and DGRO

DGRO

Vanguard Total World Stock ETF · $81.8BiShares Core Dividend Growth ETF · $46.1B

+21.0%3 years · per year$17,695 · $17,770+21.1%

+9.3%5 years · per year$15,576 · $16,941+11.1%

0.06%Expense ratio$6 · $8 on $10k · lower wins0.08%

1.59%12-mo yield$159 · $186 on $10k1.86%

−9.7%Worst dropSmaller wins−6.5%

14.7%VolatilityLower wins10.2%

1–5DGRO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · DGRO

3.2%MSFT3.2%

4.1%AAPL3.0%

1.4%AVGO2.4%

0.8%LLY1.5%

Held in common27.2%

End-of-day Nov 5, 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	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$36M

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

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$36M

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

Cards for this view

VT vs DGRO

Vanguard Total World Stock

$15,576

DGRO

iShares Core Dividend Growth

$16,941

MeasureVTDGRO

Fee0.06%0.08%

Cost on $10k a year$6$8

Yield1.59%1.86%

5 years, per year+9.3%+11.1%

3 years, per year+21.0%+21.1%

Worst drop · 1Y−9.7%−6.5%

Volatility · 1Y14.7%10.2%

5–1measures won
DGRO first

27.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DGRO, WCME, VT

Today

27.2%most shared, DGRO and VT

DGROWCMEVT

DGRO—0.0%27.2%

WCME0.0%—4.2%

VT27.2%4.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$178most kept, DGRO

DGRO$186 − $8 = $178

VT$159 − $6 = $153

WCME$40 − $95 = −$55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee