HBTA vs VIG

AHBTA

BVIG

Measures won0–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common22.2%HBTA and VIG

HBTA

VIG

Horizon Expedition Plus ETF · $223MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,669+18.6%

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

0.85%Expense ratio$85 · $4 on $10k · lower wins0.04%

0.64%12-mo yield$64 · $150 on $10k1.50%

−14.5%Worst dropSmaller wins−7.9%

22.2%VolatilityLower wins10.8%

0–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsHBTA · VIG

8.6%MSFT4.9%

2.1%JPM3.9%

2.0%V2.5%

1.3%MA2.0%

Held in common22.2%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AHBTA	Horizon Expedition Plus ETFRead Desk		0.85%	0.64%	−7.0%	−0.4%	+0.5%	new	new	−14.5%	$223M

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AHBTA	Horizon Expedition Plus ETFRead Desk		0.85%	0.64%	−7.0%	−0.4%	+0.5%	new	new	−14.5%	$223M

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

HBTA vs VIG

HBTA

Horizon Expedition Plus

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureHBTAVIG

Fee0.85%0.04%

Cost on $10k a year$85$4

Yield0.64%1.50%

5 years, per year[…]+10.2%

3 years, per year[…]+18.6%

Worst drop · 1Y−14.5%−7.9%

Volatility · 1Y22.2%10.8%

4–0measures won
VIG first

22.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: HBTA, VIG

Today

22.2%most shared, HBTA and VIG

HBTAVIG

HBTA—22.2%

VIG22.2%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

HBTA$64 − $85 = −$21

KeptFee

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