GVUS vs VIG

AGVUS

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−6.7%GVUS · worst fall in 1Y

Held in common45.8%GVUS and VIG

GVUS

VIG

Goldman Sachs MarketBeta Russell 1000 Value Equity ETF · $451MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,814+18.9%

[…]5 years · per year[…] · $16,331+10.3%

0.12%Expense ratio$12 · $4 on $10k · lower wins0.04%

1.46%12-mo yield$146 · $149 on $10k1.49%

−6.7%Worst dropSmaller wins−7.9%

11.5%VolatilityLower wins10.8%

1–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsGVUS · VIG

5.3%MSFT4.9%

5.9%AAPL4.9%

2.4%JPM3.9%

1.8%XOM3.0%

Held in common45.8%

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	AGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk		0.12%	1.46%	−2.5%	+24.2%	+29.5%	new	new	−6.7%	$451M

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	AGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk		0.12%	1.46%	−2.5%	+24.2%	+29.5%	new	new	−6.7%	$451M

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

GVUS vs VIG

GVUS

Goldman Sachs MarketBeta Russell 1000 Value Equity

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureGVUSVIG

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield1.46%1.49%

5 years, per year[…]+10.3%

3 years, per year[…]+18.9%

Worst drop · 1Y−6.7%−7.9%

Volatility · 1Y11.5%10.8%

2–1measures won
VIG first

45.8%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GVUS, VIG

Today

45.8%most shared, GVUS and VIG

GVUSVIG

GVUS—45.8%

VIG45.8%—

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

GVUS$146 − $12 = $134

KeptFee

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