ERTH vs VIG

AERTH

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · ERTH $6,161

Lowest cost0.04%VIG · $4 on $10k

Most income2.00%ERTH · $200 on $10k

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

Held in common0.1%ERTH and VIG

ERTH

VIG

Invesco MSCI Sustainable Future ETF · $121MVanguard Dividend Appreciation ETF · $109B

+3.5%3 years · per year$11,080 · $16,814+18.9%

−9.2%5 years · per year$6,161 · $16,331+10.3%

0.68%Expense ratio$68 · $4 on $10k · lower wins0.04%

2.00%12-mo yield$200 · $149 on $10k1.49%

−19.8%Worst dropSmaller wins−7.9%

17.3%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsERTH · VIG

1.6%WMS0.0%

0.8%BMI0.0%

Held in common0.1%

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	AERTH	Invesco MSCI Sustainable Future ETFRead Desk		0.68%	2.00%	−2.7%	−10.6%	−10.3%	+3.5%	−9.2%	−19.8%	$121M

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	AERTH	Invesco MSCI Sustainable Future ETFRead Desk		0.68%	2.00%	−2.7%	−10.6%	−10.3%	+3.5%	−9.2%	−19.8%	$121M

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

ERTH vs VIG

ERTH

Invesco MSCI Sustainable Future

$6,161

VIG

Vanguard Dividend Appreciation

$16,331

MeasureERTHVIG

Fee0.68%0.04%

Cost on $10k a year$68$4

Yield2.00%1.49%

5 years, per year−9.2%+10.3%

3 years, per year+3.5%+18.9%

Worst drop · 1Y−19.8%−7.9%

Volatility · 1Y17.3%10.8%

5–1measures won
VIG first

0.1%

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: ERTH, VIG

Today

0.1%most shared, ERTH and VIG

ERTHVIG

ERTH—0.1%

VIG0.1%—

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

ERTH$200 − $68 = $132

KeptFee

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