IBHF vs VIG

AIBHF

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · IBHF $12,211

Lowest cost0.04%VIG · $4 on $10k

Most income5.47%IBHF · $547 on $10k

Smallest drop−0.8%IBHF · worst fall in 1Y

Held in common[…]IBHF and VIG

IBHF

VIG

iShares iBonds 2026 Term High Yield and Income ETF · $601MVanguard Dividend Appreciation ETF · $109B

+7.2%3 years · per year$12,331 · $16,814+18.9%

+4.1%5 years · per year$12,211 · $16,331+10.3%

0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%

5.47%12-mo yield$547 · $149 on $10k1.49%

−0.8%Worst dropSmaller wins−7.9%

1.7%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIBHF · 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	AIBHF	iShares iBonds 2026 Term High Yield and Income ETFRead Desk		0.35%	5.47%	0.0%	+1.6%	+2.2%	+7.2%	+4.1%	−0.8%	$601M

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	AIBHF	iShares iBonds 2026 Term High Yield and Income ETFRead Desk		0.35%	5.47%	0.0%	+1.6%	+2.2%	+7.2%	+4.1%	−0.8%	$601M

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

IBHF vs VIG

IBHF

iShares iBonds 2026 Term High Yield and Income

$12,211

VIG

Vanguard Dividend Appreciation

$16,331

MeasureIBHFVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield5.47%1.49%

5 years, per year+4.1%+10.3%

3 years, per year+7.2%+18.9%

Worst drop · 1Y−0.8%−7.9%

Volatility · 1Y1.7%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: IBHF, VIG

Today

[…]holdings […]

IBHFVIG

IBHF—[…]

VIG[…]—

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

Income After Fees on $10,000

$512most kept, IBHF

IBHF$547 − $35 = $512

VIG$149 − $4 = $145

KeptFee

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