DGT vs VIG

ADGT

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,995DGT · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income2.55%DGT · $255 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common25.4%DGT and VIG

DGT

VIG

State Street SPDR Global Dow ETF · $668MVanguard Dividend Appreciation ETF · $109B

+23.7%3 years · per year$18,907 · $16,669+18.6%

+13.7%5 years · per year$18,995 · $16,243+10.2%

0.50%Expense ratio$50 · $4 on $10k · lower wins0.04%

2.55%12-mo yield$255 · $150 on $10k1.50%

−8.4%Worst dropSmaller wins−7.9%

12.7%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDGT · VIG

0.8%LLY4.1%

0.8%WMT2.1%

0.8%AMGN1.0%

0.8%COST1.8%

Held in common25.4%

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	ADGT	State Street SPDR Global Dow ETFRead Desk		0.50%	2.55%	−0.4%	+13.5%	+17.2%	+23.7%	+13.7%	−8.4%	$668M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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	ADGT	State Street SPDR Global Dow ETFRead Desk		0.50%	2.55%	−0.4%	+13.5%	+17.2%	+23.7%	+13.7%	−8.4%	$668M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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

DGT vs VIG

DGT

SPDR Global Dow

$18,995

VIG

Vanguard Dividend Appreciation

$16,243

MeasureDGTVIG

Fee0.50%0.04%

Cost on $10k a year$50$4

Yield2.55%1.50%

5 years, per year+13.7%+10.2%

3 years, per year+23.7%+18.6%

Worst drop · 1Y−8.4%−7.9%

Volatility · 1Y12.7%10.8%

3–3measures won
level

25.4%

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%

$44.9BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DGT, VIG

Today

25.4%most shared, DGT and VIG

DGTVIG

DGT—25.4%

VIG25.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$205most kept, DGT

DGT$255 − $50 = $205

VIG$150 − $4 = $146

KeptFee

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