HAP vs VIG

AHAP

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,695HAP · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.85%HAP · $185 on $10k

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

Held in common5.0%HAP and VIG

HAP

VIG

VanEck Natural Resources ETF · $325MVanguard Dividend Appreciation ETF · $109B

+19.4%3 years · per year$17,003 · $17,533+20.6%

+12.1%5 years · per year$17,695 · $17,005+11.2%

0.41%Expense ratio$41 · $4 on $10k · lower wins0.04%

1.85%12-mo yield$185 · $144 on $10k1.44%

−9.1%Worst dropSmaller wins−7.9%

16.3%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsHAP · VIG

5.8%XOM3.0%

3.7%NEE0.7%

0.8%PSX0.5%

0.8%NUE0.2%

Held in common5.0%

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	AHAP	VanEck Natural Resources ETFRead Desk		0.41%	1.85%	+1.0%	+22.8%	+32.5%	+19.4%	+12.1%	−9.1%	$325M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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	AHAP	VanEck Natural Resources ETFRead Desk		0.41%	1.85%	+1.0%	+22.8%	+32.5%	+19.4%	+12.1%	−9.1%	$325M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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

HAP vs VIG

HAP

VanEck Natural Resources

$17,695

VIG

Vanguard Dividend Appreciation

$17,005

MeasureHAPVIG

Fee0.41%0.04%

Cost on $10k a year$41$4

Yield1.85%1.44%

5 years, per year+12.1%+11.2%

3 years, per year+19.4%+20.6%

Worst drop · 1Y−9.1%−7.9%

Volatility · 1Y16.3%10.2%

4–2measures won
VIG first

5.0%

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: HAP, VIG

Today

5.0%most shared, HAP and VIG

HAPVIG

HAP—5.0%

VIG5.0%—

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

Income After Fees on $10,000

$144most kept, HAP

HAP$185 − $41 = $144

VIG$144 − $4 = $140

KeptFee

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