GK vs VIG

AGK

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · GK $9,386

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common20.2%GK and VIG

VIG

AdvisorShares Gerber Kawasaki ETF · $27MVanguard Dividend Appreciation ETF · $109B

+17.7%3 years · per year$16,326 · $16,814+18.9%

−1.3%5 years · per year$9,386 · $16,331+10.3%

1.27%Expense ratio$127 · $4 on $10k · lower wins0.04%

0.09%12-mo yield$9 · $149 on $10k1.49%

−16.4%Worst dropSmaller wins−7.9%

21.4%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsGK · VIG

5.9%MSFT4.9%

6.8%AAPL4.9%

4.1%AVGO4.3%

9.7%LLY4.1%

Held in common20.2%

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

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	AGK	AdvisorShares Gerber Kawasaki ETFRead Desk		1.27%	0.09%	−6.3%	−1.5%	−3.0%	+17.7%	−1.3%	−16.4%	$27M

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	AGK	AdvisorShares Gerber Kawasaki ETFRead Desk		1.27%	0.09%	−6.3%	−1.5%	−3.0%	+17.7%	−1.3%	−16.4%	$27M

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

GK vs VIG

AdvisorShares Gerber Kawasaki

$9,386

VIG

Vanguard Dividend Appreciation

$16,331

MeasureGKVIG

Fee1.27%0.04%

Cost on $10k a year$127$4

Yield0.09%1.49%

5 years, per year−1.3%+10.3%

3 years, per year+17.7%+18.9%

Worst drop · 1Y−16.4%−7.9%

Volatility · 1Y21.4%10.8%

6–0measures won
VIG first

20.2%

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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GK, VIG

Today

20.2%most shared, GK and VIG

GKVIG

GK—20.2%

VIG20.2%—

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

GK$9 − $127 = −$118

KeptFee

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