GVLU vs VIG

AGVLU

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income5.31%GVLU · $531 on $10k

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

Held in common8.5%GVLU and VIG

GVLU

VIG

Gotham 1000 Value ETF · $262MVanguard Dividend Appreciation ETF · $109B

+20.4%3 years · per year$17,459 · $17,533+20.6%

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

0.65%Expense ratio$65 · $4 on $10k · lower wins0.04%

5.31%12-mo yield$531 · $144 on $10k1.44%

−8.5%Worst dropSmaller wins−7.9%

13.1%VolatilityLower wins10.2%

1–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsGVLU · VIG

0.6%ACN0.5%

0.4%PSX0.5%

0.3%XOM3.0%

0.4%INTU0.3%

Held in common8.5%

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	AGVLU	Gotham 1000 Value ETFRead Desk		0.65%	5.31%	+2.1%	+21.3%	+27.5%	+20.4%	new	−8.5%	$262M

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	AGVLU	Gotham 1000 Value ETFRead Desk		0.65%	5.31%	+2.1%	+21.3%	+27.5%	+20.4%	new	−8.5%	$262M

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

GVLU vs VIG

GVLU

Gotham 1000 Value

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureGVLUVIG

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield5.31%1.44%

5 years, per year[…]+11.2%

3 years, per year+20.4%+20.6%

Worst drop · 1Y−8.5%−7.9%

Volatility · 1Y13.1%10.2%

4–1measures won
VIG first

8.5%

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: GVLU, VIG

Today

8.5%most shared, GVLU and VIG

GVLUVIG

GVLU—8.5%

VIG8.5%—

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

Income After Fees on $10,000

$466most kept, GVLU

GVLU$531 − $65 = $466

VIG$144 − $4 = $140

KeptFee

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