EQTY vs VIG5YEQTYEQTYAvsBVIGVIGKovitz Core Equity ETF · $1.4BVanguard Dividend Appreciation ETF · $109BReturns · dividends in+18.9%3 years · per year$16,816 · $16,811+18.9%[…]5 years · per year[…] · $16,653+10.7%Cost and income0.99%Expense ratio$99 · $4 on $10k · lower wins0.04%0.02%12-mo yield$2 · $145 on $10k1.45%
Overlap: EQTY, VIG, SCHDToday14.5%most shared, VIG and SCHDEQTYVIGSCHDEQTY—10.2%0.1%VIG10.2%—14.5%SCHD0.1%14.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
EQTY vs VIG5YAEQTYKovitz Core Equity[…]vsVIGBVanguard Dividend Appreciation$16,653MeasureEQTYVIGFee0.99%0.04%Cost on $10k a year$99$4Yield0.02%1.45%5 years, per year[…]+10.7%3 years, per year+18.9%+18.9%Worst drop · 1Y−11.9%−7.9%Volatility · 1Y13.5%11.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%+0.8%+16.0%+17.8%+18.9%+10.7%−7.9%$109.1B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3AEQTYKovitz Core Equity ETFReadDesk0.99%0.02%+0.9%+12.5%+17.2%+18.9%new−11.9%$1.4BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%+0.8%+16.0%+17.8%+18.9%+10.7%−7.9%$109.1B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3AEQTYKovitz Core Equity ETFReadDesk0.99%0.02%+0.9%+12.5%+17.2%+18.9%new−11.9%$1.4BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
DGRO vs VIGYTDiSharesDGROiSA+19.8%vsBVVIGVanguard+16.0%Jan 1Nov 11+19.8%+16.0%+19.8%Year to date+16.0%1.8%Yield1.4%$45.7BAssets$109B2–0DGRO winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: EQTY, VIG, SCHDToday14.5%most shared, VIG and SCHDEQTYVIGSCHDEQTY—10.2%0.1%VIG10.2%—14.5%SCHD0.1%14.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287VIG$145 − $4 = $141EQTY$2 − $99 = −$97KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee