GARP vs VIG

AGARP

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$20,418GARP · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common24.7%GARP and VIG

GARP

VIG

iShares MSCI USA Quality GARP ETF · $3.4BVanguard Dividend Appreciation ETF · $109B

+28.5%3 years · per year$21,209 · $16,775+18.8%

+15.3%5 years · per year$20,418 · $16,638+10.7%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

0.27%12-mo yield$27 · $146 on $10k1.46%

−17.1%Worst dropSmaller wins−7.9%

22.3%VolatilityLower wins11.0%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGARP · VIG

6.2%MSFT4.9%

6.1%AAPL4.9%

5.9%V2.5%

2.1%LLY4.1%

Held in common24.7%

End-of-day Nov 9, 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	AGARP	iShares MSCI USA Quality GARP ETFRead Desk	0.15%	0.27%	+4.0%	+12.8%	+14.9%	+28.5%	+15.3%	−17.1%	$3.4B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AGARP	iShares MSCI USA Quality GARP ETFRead Desk	0.15%	0.27%	+4.0%	+12.8%	+14.9%	+28.5%	+15.3%	−17.1%	$3.4B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GARP vs VIG

GARP

iShares MSCI USA Quality GARP

$20,418

VIG

Vanguard Dividend Appreciation

$16,638

MeasureGARPVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.27%1.46%

5 years, per year+15.3%+10.7%

3 years, per year+28.5%+18.8%

Worst drop · 1Y−17.1%−7.9%

Volatility · 1Y22.3%11.0%

4–2measures won
VIG first

24.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: GARP, VIG, SCHD

Today

24.7%most shared, GARP and VIG

GARPVIGSCHD

GARP—24.7%0.0%

VIG24.7%—14.5%

SCHD0.0%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

GARP$27 − $15 = $12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee