DIVY vs VIG

ADIVY

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · DIVY $15,742

Lowest cost0.04%VIG · $4 on $10k

Most income2.78%DIVY · $278 on $10k

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

Held in common3.7%DIVY and VIG

DIVY

VIG

Sound Equity Dividend Income ETF · $28MVanguard Dividend Appreciation ETF · $109B

+14.6%3 years · per year$15,055 · $16,814+18.9%

+9.5%5 years · per year$15,742 · $16,331+10.3%

0.45%Expense ratio$45 · $4 on $10k · lower wins0.04%

2.78%12-mo yield$278 · $149 on $10k1.49%

−9.0%Worst dropSmaller wins−7.9%

13.9%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVY · VIG

3.3%CSCO1.9%

2.7%IBM0.9%

2.5%PEP0.8%

4.0%PFG0.1%

Held in common3.7%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ADIVY	Sound Equity Dividend Income ETFRead Desk		0.45%	2.78%	−2.0%	+23.2%	+29.1%	+14.6%	+9.5%	−9.0%	$28M

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ADIVY	Sound Equity Dividend Income ETFRead Desk		0.45%	2.78%	−2.0%	+23.2%	+29.1%	+14.6%	+9.5%	−9.0%	$28M

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

DIVY vs VIG

DIVY

Sound Equity Dividend Income

$15,742

VIG

Vanguard Dividend Appreciation

$16,331

MeasureDIVYVIG

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield2.78%1.49%

5 years, per year+9.5%+10.3%

3 years, per year+14.6%+18.9%

Worst drop · 1Y−9.0%−7.9%

Volatility · 1Y13.9%10.8%

5–1measures won
VIG first

3.7%

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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DIVY, VIG

Today

3.7%most shared, DIVY and VIG

DIVYVIG

DIVY—3.7%

VIG3.7%—

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

Income After Fees on $10,000

$233most kept, DIVY

DIVY$278 − $45 = $233

VIG$149 − $4 = $145

KeptFee

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