DWLD vs VIG

ADWLD

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · DWLD $15,521

Lowest cost0.04%VIG · $4 on $10k

Most income1.59%DWLD · $159 on $10k

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

Held in common1.6%DWLD and VIG

DWLD

VIG

Davis Select Worldwide ETF · $573MVanguard Dividend Appreciation ETF · $109B

+21.4%3 years · per year$17,914 · $16,814+18.9%

+9.2%5 years · per year$15,521 · $16,331+10.3%

0.62%Expense ratio$62 · $4 on $10k · lower wins0.04%

1.59%12-mo yield$159 · $149 on $10k1.49%

−11.3%Worst dropSmaller wins−7.9%

14.8%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsDWLD · VIG

1.4%UNH1.5%

1.3%ZTS0.1%

3.2%TSN0.1%

Held in common1.6%

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	ADWLD	Davis Select Worldwide ETFRead Desk		0.62%	1.59%	−0.3%	−1.9%	+3.6%	+21.4%	+9.2%	−11.3%	$573M

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	ADWLD	Davis Select Worldwide ETFRead Desk		0.62%	1.59%	−0.3%	−1.9%	+3.6%	+21.4%	+9.2%	−11.3%	$573M

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

DWLD vs VIG

DWLD

Davis Select Worldwide

$15,521

VIG

Vanguard Dividend Appreciation

$16,331

MeasureDWLDVIG

Fee0.62%0.04%

Cost on $10k a year$62$4

Yield1.59%1.49%

5 years, per year+9.2%+10.3%

3 years, per year+21.4%+18.9%

Worst drop · 1Y−11.3%−7.9%

Volatility · 1Y14.8%10.8%

4–2measures won
VIG first

1.6%

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: DWLD, VIG

Today

1.6%most shared, DWLD and VIG

DWLDVIG

DWLD—1.6%

VIG1.6%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

DWLD$159 − $62 = $97

KeptFee

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