IAI vs VIG

AIAI

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,893IAI · VIG $16,243

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 common4.5%IAI and VIG

IAI

VIG

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3BVanguard Dividend Appreciation ETF · $109B

+28.1%3 years · per year$21,009 · $16,669+18.6%

+11.1%5 years · per year$16,893 · $16,243+10.2%

0.37%Expense ratio$37 · $4 on $10k · lower wins0.04%

1.20%12-mo yield$120 · $150 on $10k1.50%

−16.5%Worst dropSmaller wins−7.9%

21.2%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAI · VIG

17.2%GS1.1%

14.8%MS1.0%

5.4%SPGI0.5%

5.4%CME0.4%

Held in common4.5%

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

Both

5Y2 funds

#			Trend
1	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.20%	−0.5%	+0.1%	+2.8%	+28.1%	+11.1%	−16.5%	$1.3B
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

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	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.20%	−0.5%	+0.1%	+2.8%	+28.1%	+11.1%	−16.5%	$1.3B
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

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

IAI vs VIG

IAI

iShares U.S. Broker-Dealers & Securities Exchanges

$16,893

VIG

Vanguard Dividend Appreciation

$16,243

MeasureIAIVIG

Fee0.37%0.04%

Cost on $10k a year$37$4

Yield1.20%1.50%

5 years, per year+11.1%+10.2%

3 years, per year+28.1%+18.6%

Worst drop · 1Y−16.5%−7.9%

Volatility · 1Y21.2%10.8%

4–2measures won
VIG first

4.5%

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: IAI, VIG

Today

4.5%most shared, IAI and VIG

IAIVIG

IAI—4.5%

VIG4.5%—

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

IAI$120 − $37 = $83

KeptFee

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