FWD vs VIG

AFWD

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common17.2%FWD and VIG

FWD

VIG

Alliance Bernstein - AB Disruptors ETF · $3.1BVanguard Dividend Appreciation ETF · $109B

+33.4%3 years · per year$23,736 · $16,814+18.9%

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

0.65%Expense ratio$65 · $4 on $10k · lower wins0.04%

0.10%12-mo yield$10 · $149 on $10k1.49%

−21.7%Worst dropSmaller wins−7.9%

30.2%VolatilityLower wins10.8%

1–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFWD · VIG

3.5%MSFT4.9%

2.6%AVGO4.3%

2.4%LLY4.1%

1.7%MRK1.6%

Held in common17.2%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk	0.65%	0.10%	−1.0%	+11.9%	+6.4%	+33.4%	new	−21.7%	$3.1B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk	0.65%	0.10%	−1.0%	+11.9%	+6.4%	+33.4%	new	−21.7%	$3.1B

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

FWD vs VIG

FWD

Alliance Bernstein - AB Disruptors

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureFWDVIG

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield0.10%1.49%

5 years, per year[…]+10.3%

3 years, per year+33.4%+18.9%

Worst drop · 1Y−21.7%−7.9%

Volatility · 1Y30.2%10.8%

4–1measures won
VIG first

17.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FWD, VIG, SCHD

Today

17.2%most shared, FWD and VIG

FWDVIGSCHD

FWD—17.2%3.6%

VIG17.2%—14.5%

SCHD3.6%14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

FWD$10 − $65 = −$55

KeptFee

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