ESML vs VIG

AESML

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · ESML $14,470

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common3.1%ESML and VIG

ESML

VIG

iShares ESG Aware MSCI USA Small-Cap ETF · $2.7BVanguard Dividend Appreciation ETF · $109B

+21.9%3 years · per year$18,109 · $17,533+20.6%

+7.7%5 years · per year$14,470 · $17,005+11.2%

0.17%Expense ratio$17 · $4 on $10k · lower wins0.04%

0.92%12-mo yield$92 · $144 on $10k1.44%

−9.0%Worst dropSmaller wins−7.9%

16.3%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsESML · VIG

0.3%RGLD0.1%

0.3%ITT0.1%

0.3%RGA0.1%

0.2%LECO0.1%

Held in common3.1%

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.92%	+1.3%	+19.6%	+21.9%	+21.9%	+7.7%	−9.0%	$2.7B

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.92%	+1.3%	+19.6%	+21.9%	+21.9%	+7.7%	−9.0%	$2.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESML vs VIG

ESML

iShares ESG Aware MSCI USA Small-Cap

$14,470

VIG

Vanguard Dividend Appreciation

$17,005

MeasureESMLVIG

Fee0.17%0.04%

Cost on $10k a year$17$4

Yield0.92%1.44%

5 years, per year+7.7%+11.2%

3 years, per year+21.9%+20.6%

Worst drop · 1Y−9.0%−7.9%

Volatility · 1Y16.3%10.2%

5–1measures won
VIG first

3.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: ESML, VIG

Today

3.1%most shared, ESML and VIG

ESMLVIG

ESML—3.1%

VIG3.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

ESML$92 − $17 = $75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee