EES vs VIG

AEES

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · EES $13,870

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common0.5%EES and VIG

EES

VIG

WisdomTree U.S. SmallCap Fund · $689MVanguard Dividend Appreciation ETF · $109B

+18.3%3 years · per year$16,557 · $16,814+18.9%

+6.8%5 years · per year$13,870 · $16,331+10.3%

0.38%Expense ratio$38 · $4 on $10k · lower wins0.04%

1.19%12-mo yield$119 · $149 on $10k1.49%

−8.0%Worst dropSmaller wins−7.9%

15.5%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsEES · VIG

0.9%MATX0.0%

0.5%CBT0.0%

0.3%OTTR0.0%

0.4%AVNT0.0%

Held in common0.5%

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	AEES	WisdomTree U.S. SmallCap FundRead Desk		0.38%	1.19%	−3.5%	+15.0%	+20.5%	+18.3%	+6.8%	−8.0%	$689M

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	AEES	WisdomTree U.S. SmallCap FundRead Desk		0.38%	1.19%	−3.5%	+15.0%	+20.5%	+18.3%	+6.8%	−8.0%	$689M

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

EES vs VIG

EES

WisdomTree U.S. SmallCap Fund

$13,870

VIG

Vanguard Dividend Appreciation

$16,331

MeasureEESVIG

Fee0.38%0.04%

Cost on $10k a year$38$4

Yield1.19%1.49%

5 years, per year+6.8%+10.3%

3 years, per year+18.3%+18.9%

Worst drop · 1Y−8.0%−7.9%

Volatility · 1Y15.5%10.8%

6–0measures won
VIG first

0.5%

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: EES, VIG

Today

0.5%most shared, EES and VIG

EESVIG

EES—0.5%

VIG0.5%—

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

EES$119 − $38 = $81

KeptFee

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