EQTY vs VIG

AEQTY

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

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 common10.2%EQTY and VIG

EQTY

VIG

Kovitz Core Equity ETF · $1.4BVanguard Dividend Appreciation ETF · $109B

+19.2%3 years · per year$16,955 · $16,814+18.9%

[…]5 years · per year[…] · $16,331+10.3%

0.99%Expense ratio$99 · $4 on $10k · lower wins0.04%

0.02%12-mo yield$2 · $149 on $10k1.49%

−11.9%Worst dropSmaller wins−7.9%

13.4%VolatilityLower wins10.8%

1–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsEQTY · VIG

3.9%MSFT4.9%

3.1%V2.5%

1.6%AAPL4.9%

2.6%ADI0.9%

Held in common10.2%

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	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	−3.2%	+9.1%	+14.2%	+19.2%	new	−11.9%	$1.4B

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	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	−3.2%	+9.1%	+14.2%	+19.2%	new	−11.9%	$1.4B

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

EQTY vs VIG

EQTY

Kovitz Core Equity

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureEQTYVIG

Fee0.99%0.04%

Cost on $10k a year$99$4

Yield0.02%1.49%

5 years, per year[…]+10.3%

3 years, per year+19.2%+18.9%

Worst drop · 1Y−11.9%−7.9%

Volatility · 1Y13.4%10.8%

4–1measures won
VIG first

10.2%

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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: EQTY, VIG

Today

10.2%most shared, EQTY and VIG

EQTYVIG

EQTY—10.2%

VIG10.2%—

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

EQTY$2 − $99 = −$97

KeptFee

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