IAT vs VIG

AIAT

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · IAT $11,288

Lowest cost0.04%VIG · $4 on $10k

Most income2.68%IAT · $268 on $10k

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

Held in common0.9%IAT and VIG

IAT

VIG

iShares U.S. Regional Banks ETF · $646MVanguard Dividend Appreciation ETF · $109B

+28.7%3 years · per year$21,338 · $17,533+20.6%

+2.5%5 years · per year$11,288 · $17,005+11.2%

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

2.68%12-mo yield$268 · $144 on $10k1.44%

−17.5%Worst dropSmaller wins−7.9%

20.6%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAT · VIG

14.7%PNC0.4%

5.2%FITB0.2%

1.9%SSB0.0%

1.9%WTFC0.0%

Held in common0.9%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AIAT	iShares U.S. Regional Banks ETFRead Desk		0.37%	2.68%	+1.7%	+13.1%	+27.3%	+28.7%	+2.5%	−17.5%	$646M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AIAT	iShares U.S. Regional Banks ETFRead Desk		0.37%	2.68%	+1.7%	+13.1%	+27.3%	+28.7%	+2.5%	−17.5%	$646M

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

IAT vs VIG

IAT

iShares U.S. Regional Banks

$11,289

VIG

Vanguard Dividend Appreciation

$17,005

MeasureIATVIG

Fee0.37%0.04%

Cost on $10k a year$37$4

Yield2.68%1.44%

5 years, per year+2.5%+11.2%

3 years, per year+28.7%+20.6%

Worst drop · 1Y−17.5%−7.9%

Volatility · 1Y20.6%10.2%

4–2measures won
VIG first

0.9%

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: IAT, VIG

Today

0.9%most shared, IAT and VIG

IATVIG

IAT—0.9%

VIG0.9%—

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

Income After Fees on $10,000

$231most kept, IAT

IAT$268 − $37 = $231

VIG$144 − $4 = $140

KeptFee

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