EQAL vs VIG

AEQAL

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · EQAL $13,637

Lowest cost0.04%VIG · $4 on $10k

Most income1.74%EQAL · $174 on $10k

Smallest drop−7.0%EQAL · worst fall in 1Y

Held in common17.9%EQAL and VIG

EQAL

VIG

Invesco Russell 1000 Equal Weight ETF · $839MVanguard Dividend Appreciation ETF · $109B

+17.3%3 years · per year$16,136 · $16,669+18.6%

+6.4%5 years · per year$13,637 · $16,243+10.2%

0.20%Expense ratio$20 · $4 on $10k · lower wins0.04%

1.74%12-mo yield$174 · $150 on $10k1.50%

−7.0%Worst dropSmaller wins−7.9%

12.0%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsEQAL · VIG

0.4%CSCO1.9%

0.5%MSI0.3%

0.3%LIN1.0%

0.3%ECL0.3%

Held in common17.9%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AEQAL	Invesco Russell 1000 Equal Weight ETFRead Desk		0.20%	1.74%	+0.2%	+12.4%	+15.7%	+17.3%	+6.4%	−7.0%	$839M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AEQAL	Invesco Russell 1000 Equal Weight ETFRead Desk		0.20%	1.74%	+0.2%	+12.4%	+15.7%	+17.3%	+6.4%	−7.0%	$839M

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

EQAL vs VIG

EQAL

Invesco Russell 1000 Equal Weight

$13,637

VIG

Vanguard Dividend Appreciation

$16,243

MeasureEQALVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield1.74%1.50%

5 years, per year+6.4%+10.2%

3 years, per year+17.3%+18.6%

Worst drop · 1Y−7.0%−7.9%

Volatility · 1Y12.0%10.8%

4–2measures won
VIG first

17.9%

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

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: EQAL, VIG

Today

17.9%most shared, EQAL and VIG

EQALVIG

EQAL—17.9%

VIG17.9%—

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

Income After Fees on $10,000

$154most kept, EQAL

EQAL$174 − $20 = $154

VIG$150 − $4 = $146

KeptFee

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