EFIV vs VIG

AEFIV

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,313EFIV · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common42.7%EFIV and VIG

EFIV

VIG

State Street SPDR S&P 500 ESG ETF · $1.0BVanguard Dividend Appreciation ETF · $109B

+21.1%3 years · per year$17,779 · $16,669+18.6%

+11.6%5 years · per year$17,313 · $16,243+10.2%

0.10%Expense ratio$10 · $4 on $10k · lower wins0.04%

1.04%12-mo yield$104 · $150 on $10k1.50%

−9.4%Worst dropSmaller wins−7.9%

13.8%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsEFIV · VIG

10.3%MSFT4.9%

2.8%LLY4.1%

1.9%V2.5%

1.5%WMT2.1%

Held in common42.7%

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	AEFIV	State Street SPDR S&P 500 ESG ETFRead Desk		0.10%	1.04%	+0.3%	+7.7%	+10.1%	+21.1%	+11.6%	−9.4%	$1.0B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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	AEFIV	State Street SPDR S&P 500 ESG ETFRead Desk		0.10%	1.04%	+0.3%	+7.7%	+10.1%	+21.1%	+11.6%	−9.4%	$1.0B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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

EFIV vs VIG

EFIV

SPDR S&P 500 ESG

$17,313

VIG

Vanguard Dividend Appreciation

$16,243

MeasureEFIVVIG

Fee0.10%0.04%

Cost on $10k a year$10$4

Yield1.04%1.50%

5 years, per year+11.6%+10.2%

3 years, per year+21.1%+18.6%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y13.8%10.8%

4–2measures won
VIG first

42.7%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: EFIV, VIG

Today

42.7%most shared, EFIV and VIG

EFIVVIG

EFIV—42.7%

VIG42.7%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

EFIV$104 − $10 = $94

KeptFee

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