IBMO vs VIG

AIBMO

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,243VIG · IBMO $10,470

Lowest cost0.04%VIG · $4 on $10k

Most income2.41%IBMO · $241 on $10k

Smallest drop−0.3%IBMO · worst fall in 1Y

Held in common[…]IBMO and VIG

IBMO

VIG

iShares iBonds Dec 2026 Term Muni Bond ETF · $494MVanguard Dividend Appreciation ETF · $109B

+3.4%3 years · per year$11,067 · $16,669+18.6%

+0.9%5 years · per year$10,470 · $16,243+10.2%

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

2.41%12-mo yield$241 · $150 on $10k1.50%

−0.3%Worst dropSmaller wins−7.9%

1.1%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIBMO · VIG

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

Held in common[…]

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AIBMO	iShares iBonds Dec 2026 Term Muni Bond ETFRead Desk		0.10%	2.41%	+0.1%	+1.9%	+2.6%	+3.4%	+0.9%	−0.3%	$494M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AIBMO	iShares iBonds Dec 2026 Term Muni Bond ETFRead Desk		0.10%	2.41%	+0.1%	+1.9%	+2.6%	+3.4%	+0.9%	−0.3%	$494M

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

IBMO vs VIG

IBMO

iShares iBonds Dec 2026 Term Muni Bond

$10,470

VIG

Vanguard Dividend Appreciation

$16,243

MeasureIBMOVIG

Fee0.10%0.04%

Cost on $10k a year$10$4

Yield2.41%1.50%

5 years, per year+0.9%+10.2%

3 years, per year+3.4%+18.6%

Worst drop · 1Y−0.3%−7.9%

Volatility · 1Y1.1%10.8%

3–3measures won
level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IBMO, VIG

Today

[…]holdings […]

IBMOVIG

IBMO—[…]

VIG[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$231most kept, IBMO

IBMO$241 − $10 = $231

VIG$150 − $4 = $146

KeptFee

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