GVLE vs VIG

AGVLE

BVIG

Measures won0–2VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common17.4%GVLE and VIG

GVLE

VIG

Goldman Sachs Value Opportunities ETF · $41MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.45%Expense ratio$45 · $4 on $10k · lower wins0.04%

0.95%12-mo yield$95 · $144 on $10k1.44%

[…]Worst dropSmaller wins−7.9%

[…]VolatilityLower wins10.2%

0–2VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsGVLE · VIG

9.2%MSFT4.9%

4.8%JPM3.9%

4.7%WMT2.1%

5.5%MRK1.6%

Held in common17.4%

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AGVLE	Goldman Sachs Value Opportunities ETFRead Desk		0.45%	0.95%	+2.7%	+22.2%	new	new	new	[…]	$41M

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AGVLE	Goldman Sachs Value Opportunities ETFRead Desk		0.45%	0.95%	+2.7%	+22.2%	new	new	new	[…]	$41M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GVLE vs VIG

GVLE

Goldman Sachs Value Opportunities

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureGVLEVIG

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield0.95%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y[…]−7.9%

Volatility · 1Y[…]10.2%

2–0measures won
VIG first

17.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: GVLE, VIG

Today

17.4%most shared, GVLE and VIG

GVLEVIG

GVLE—17.4%

VIG17.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

GVLE$95 − $45 = $50

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee