GDOC vs VYM

AGDOC

BVYM

Measures won0–5VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · VIG $16,638

Lowest cost0.04%VYM · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common8.6%GDOC and VYM

GDOC

VYM

Goldman Sachs Future Health Care Equity ETF · $20MVanguard High Dividend Yield ETF · $78.9B

+11.6%3 years · per year$13,882 · $17,150+19.7%

[…]5 years · per year[…] · $17,254+11.5%

0.75%Expense ratio$75 · $4 on $10k · lower wins0.04%

0.29%12-mo yield$29 · $226 on $10k2.26%

−15.7%Worst dropSmaller wins−6.7%

17.1%VolatilityLower wins10.8%

0–5VYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGDOC · VYM

6.2%JNJ2.7%

3.0%ABBV2.0%

4.9%MRK1.5%

5.7%UNH1.4%

Held in common8.6%

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 Four

5Y4 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	VIG	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
4	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	+2.4%	+11.0%	+13.6%	+11.6%	new	−15.7%	$20M

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

All Four

5Y4 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	VIG	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
4	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	+2.4%	+11.0%	+13.6%	+11.6%	new	−15.7%	$20M

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

GDOC vs VYM

GDOC

Goldman Sachs Future Health Care Equity

[…]

VYM

Vanguard High Dividend Yield

$17,254

MeasureGDOCVYM

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield0.29%2.26%

5 years, per year[…]+11.5%

3 years, per year+11.6%+19.7%

Worst drop · 1Y−15.7%−6.7%

Volatility · 1Y17.1%10.8%

5–0measures won
VYM first

8.6%

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: GDOC, VYM, SCHD, VIG

Today

60.6%most shared, VYM and VIG

GDOCVYMSCHDVIG

GDOC—8.6%7.7%13.4%

VYM8.6%—21.9%60.6%

SCHD7.7%21.9%—14.5%

VIG13.4%60.6%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

VYM$226 − $4 = $222

VIG$146 − $4 = $142

GDOC$29 − $75 = −$46

KeptFee

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