IBDV vs VIG

AIBDV

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · IBDV $10,435

Lowest cost0.04%VIG · $4 on $10k

Most income4.64%IBDV · $464 on $10k

Smallest drop−2.5%IBDV · worst fall in 1Y

Held in common[…]IBDV and VIG

IBDV

VIG

iShares iBonds Dec 2030 Term Corporate ETF · $3.4BVanguard Dividend Appreciation ETF · $109B

+7.2%3 years · per year$12,324 · $16,814+18.9%

+0.9%5 years · per year$10,435 · $16,331+10.3%

0.10%Expense ratio$10 · $4 on $10k · lower wins0.04%

4.64%12-mo yield$464 · $149 on $10k1.49%

−2.5%Worst dropSmaller wins−7.9%

2.9%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIBDV · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AIBDV	iShares iBonds Dec 2030 Term Corporate ETFRead Desk		0.10%	4.64%	+0.2%	+0.6%	+1.4%	+7.2%	+0.9%	−2.5%	$3.4B

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AIBDV	iShares iBonds Dec 2030 Term Corporate ETFRead Desk		0.10%	4.64%	+0.2%	+0.6%	+1.4%	+7.2%	+0.9%	−2.5%	$3.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBDV vs VIG

IBDV

iShares iBonds Dec 2030 Term Corporate

$10,435

VIG

Vanguard Dividend Appreciation

$16,331

MeasureIBDVVIG

Fee0.10%0.04%

Cost on $10k a year$10$4

Yield4.64%1.49%

5 years, per year+0.9%+10.3%

3 years, per year+7.2%+18.9%

Worst drop · 1Y−2.5%−7.9%

Volatility · 1Y2.9%10.8%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IBDV, VIG

Today

[…]holdings […]

IBDVVIG

IBDV—[…]

VIG[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$454most kept, IBDV

IBDV$464 − $10 = $454

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee