GTR vs VIG

AGTR

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,243VIG · GTR $11,968

Lowest cost0.04%VIG · $4 on $10k

Most income5.47%GTR · $547 on $10k

Smallest drop−6.0%GTR · worst fall in 1Y

Held in common0.0%GTR and VIG

GTR

VIG

WisdomTree Target Range Fund · $72MVanguard Dividend Appreciation ETF · $109B

+13.4%3 years · per year$14,575 · $16,669+18.6%

+3.7%5 years · per year$11,968 · $16,243+10.2%

0.70%Expense ratio$70 · $4 on $10k · lower wins0.04%

5.47%12-mo yield$547 · $150 on $10k1.50%

−6.0%Worst dropSmaller wins−7.9%

10.2%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsGTR · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AGTR	WisdomTree Target Range FundRead Desk		0.70%	5.47%	+0.2%	+7.0%	+8.2%	+13.4%	+3.7%	−6.0%	$72M

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AGTR	WisdomTree Target Range FundRead Desk		0.70%	5.47%	+0.2%	+7.0%	+8.2%	+13.4%	+3.7%	−6.0%	$72M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GTR vs VIG

GTR

WisdomTree Target Range Fund

$11,969

VIG

Vanguard Dividend Appreciation

$16,243

MeasureGTRVIG

Fee0.70%0.04%

Cost on $10k a year$70$4

Yield5.47%1.50%

5 years, per year+3.7%+10.2%

3 years, per year+13.4%+18.6%

Worst drop · 1Y−6.0%−7.9%

Volatility · 1Y10.2%10.8%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: GTR, VIG

Today

0.0%most shared, GTR and VIG

GTRVIG

GTR—0.0%

VIG0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$477most kept, GTR

GTR$547 − $70 = $477

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee