DIVZ vs VIG

ADIVZ

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · DIVZ $15,289

Lowest cost0.04%VIG · $4 on $10k

Most income2.58%DIVZ · $258 on $10k

Smallest drop−7.2%DIVZ · worst fall in 1Y

Held in common24.1%DIVZ and VIG

DIVZ

VIG

Polen Dividend Income ETF · $319MVanguard Dividend Appreciation ETF · $109B

+16.3%3 years · per year$15,721 · $16,814+18.9%

+8.9%5 years · per year$15,289 · $16,331+10.3%

0.65%Expense ratio$65 · $4 on $10k · lower wins0.04%

2.58%12-mo yield$258 · $149 on $10k1.49%

−7.2%Worst dropSmaller wins−7.9%

10.3%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDIVZ · VIG

4.2%MSFT4.9%

3.0%XOM3.0%

4.9%JNJ2.8%

2.7%AVGO4.3%

Held in common24.1%

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	ADIVZ	Polen Dividend Income ETFRead Desk		0.65%	2.58%	−3.1%	+4.7%	+9.4%	+16.3%	+8.9%	−7.2%	$319M

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	ADIVZ	Polen Dividend Income ETFRead Desk		0.65%	2.58%	−3.1%	+4.7%	+9.4%	+16.3%	+8.9%	−7.2%	$319M

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

DIVZ vs VIG

DIVZ

Polen Dividend Income

$15,289

VIG

Vanguard Dividend Appreciation

$16,331

MeasureDIVZVIG

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield2.58%1.49%

5 years, per year+8.9%+10.3%

3 years, per year+16.3%+18.9%

Worst drop · 1Y−7.2%−7.9%

Volatility · 1Y10.3%10.8%

3–3measures won
level

24.1%

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: DIVZ, VIG

Today

24.1%most shared, DIVZ and VIG

DIVZVIG

DIVZ—24.1%

VIG24.1%—

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

Income After Fees on $10,000

$193most kept, DIVZ

DIVZ$258 − $65 = $193

VIG$149 − $4 = $145

KeptFee

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