HDV vs VIG

AHDV

BVIG

Measures won4–2HDV wins · of 6 · 5Y

$10,000 · 5Y$19,120HDV · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income3.08%HDV · $309 on $10k

Smallest drop−6.4%HDV · worst fall in 1Y

Held in common17.3%HDV and VIG

HDV

VIG

iShares Core High Dividend ETF · $16.4BVanguard Dividend Appreciation ETF · $109B

+22.0%3 years · per year$18,148 · $17,533+20.6%

+13.8%5 years · per year$19,120 · $17,005+11.2%

0.08%Expense ratio$8 · $4 on $10k · lower wins0.04%

3.08%12-mo yield$309 · $144 on $10k1.44%

−6.4%Worst dropSmaller wins−7.9%

11.7%VolatilityLower wins10.2%

4–2HDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDV · VIG

9.3%XOM3.0%

6.7%ABBV2.0%

5.5%PG1.5%

4.4%KO1.5%

Held in common17.3%

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	AHDV	iShares Core High Dividend ETFRead Desk		0.08%	3.08%	+1.3%	+31.0%	+36.2%	+22.0%	+13.8%	−6.4%	$16.4B
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	AHDV	iShares Core High Dividend ETFRead Desk		0.08%	3.08%	+1.3%	+31.0%	+36.2%	+22.0%	+13.8%	−6.4%	$16.4B
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

HDV vs VIG

HDV

iShares Core High Dividend

$19,120

VIG

Vanguard Dividend Appreciation

$17,005

MeasureHDVVIG

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield3.08%1.44%

5 years, per year+13.8%+11.2%

3 years, per year+22.0%+20.6%

Worst drop · 1Y−6.4%−7.9%

Volatility · 1Y11.7%10.2%

4–2measures won
HDV first

17.3%

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: HDV, VIG

Today

17.3%most shared, HDV and VIG

HDVVIG

HDV—17.3%

VIG17.3%—

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

Income After Fees on $10,000

$301most kept, HDV

HDV$309 − $8 = $301

VIG$144 − $4 = $140

KeptFee

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