GVLU vs VIG

AGVLU

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income5.47%GVLU · $547 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.5%GVLU and VIG

GVLU

VIG

Gotham 1000 Value ETF · $260MVanguard Dividend Appreciation ETF · $109B

+18.7%3 years · per year$16,713 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

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

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

−8.5%Worst dropSmaller wins−7.9%

13.3%VolatilityLower wins10.8%

2–3VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGVLU · VIG

0.6%ACN0.5%

0.4%PSX0.5%

0.4%XOM3.0%

0.4%INTU0.3%

Held in common8.5%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AGVLU	Gotham 1000 Value ETFRead Desk	0.65%	5.47%	−0.7%	+17.8%	+23.6%	+18.7%	new	−8.5%	$260M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AGVLU	Gotham 1000 Value ETFRead Desk	0.65%	5.47%	−0.7%	+17.8%	+23.6%	+18.7%	new	−8.5%	$260M

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

GVLU vs VIG

GVLU

Gotham 1000 Value

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureGVLUVIG

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield5.47%1.50%

5 years, per year[…]+10.2%

3 years, per year+18.7%+18.6%

Worst drop · 1Y−8.5%−7.9%

Volatility · 1Y13.3%10.8%

3–2measures won
VIG first

8.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GVLU, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

GVLUVIGSCHD

GVLU—8.5%6.3%

VIG8.5%—14.5%

SCHD6.3%14.5%—

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

Income After Fees on $10,000

$482most kept, GVLU

GVLU$547 − $65 = $482

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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