DIVZ vs VYM

ADIVZ

BVYM

Measures won2–4VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · DIVZ $15,298

Lowest cost0.04%VYM · $4 on $10k

Most income2.59%DIVZ · $259 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common25.9%DIVZ and VYM

DIVZ

VYM

Polen Dividend Income ETF · $309MVanguard High Dividend Yield ETF · $78.9B

+16.0%3 years · per year$15,619 · $17,107+19.6%

+8.9%5 years · per year$15,298 · $16,941+11.1%

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

2.59%12-mo yield$259 · $231 on $10k2.31%

−7.2%Worst dropSmaller wins−6.7%

10.3%VolatilityLower wins10.6%

2–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVZ · VYM

3.0%XOM2.8%

5.0%JNJ2.7%

2.5%AVGO6.9%

4.0%ABBV2.0%

Held in common25.9%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ADIVZ	Polen Dividend Income ETFRead Desk		0.65%	2.59%	−0.2%	+4.5%	+8.8%	+16.0%	+8.9%	−7.2%	$309M

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ADIVZ	Polen Dividend Income ETFRead Desk		0.65%	2.59%	−0.2%	+4.5%	+8.8%	+16.0%	+8.9%	−7.2%	$309M

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

DIVZ vs VYM

DIVZ

Polen Dividend Income

$15,298

VYM

Vanguard High Dividend Yield

$16,941

MeasureDIVZVYM

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield2.59%2.31%

5 years, per year+8.9%+11.1%

3 years, per year+16.0%+19.6%

Worst drop · 1Y−7.2%−6.7%

Volatility · 1Y10.3%10.6%

4–2measures won
VYM first

25.9%

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DIVZ, VYM

Today

25.9%most shared, DIVZ and VYM

DIVZVYM

DIVZ—25.9%

VYM25.9%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

DIVZ$259 − $65 = $194

KeptFee

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