IDU vs VIG

AIDU

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · IDU $14,966

Lowest cost0.04%VIG · $4 on $10k

Most income2.33%IDU · $233 on $10k

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

Held in common3.1%IDU and VIG

IDU

VIG

iShares U.S. Utilities ETF · $1.4BVanguard Dividend Appreciation ETF · $109B

+16.9%3 years · per year$15,955 · $16,814+18.9%

+8.4%5 years · per year$14,966 · $16,331+10.3%

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

2.33%12-mo yield$233 · $149 on $10k1.49%

−15.3%Worst dropSmaller wins−7.9%

14.9%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDU · VIG

11.4%NEE0.7%

5.5%WM0.3%

4.4%AEP0.3%

3.4%SRE0.2%

Held in common3.1%

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	AIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.33%	−0.6%	+4.0%	+1.7%	+16.9%	+8.4%	−15.3%	$1.4B

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	AIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.33%	−0.6%	+4.0%	+1.7%	+16.9%	+8.4%	−15.3%	$1.4B

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

IDU vs VIG

IDU

iShares U.S. Utilities

$14,966

VIG

Vanguard Dividend Appreciation

$16,331

MeasureIDUVIG

Fee0.37%0.04%

Cost on $10k a year$37$4

Yield2.33%1.49%

5 years, per year+8.4%+10.3%

3 years, per year+16.9%+18.9%

Worst drop · 1Y−15.3%−7.9%

Volatility · 1Y14.9%10.8%

5–1measures won
VIG first

3.1%

holdings shared

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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IDU, VIG

Today

3.1%most shared, IDU and VIG

IDUVIG

IDU—3.1%

VIG3.1%—

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

Income After Fees on $10,000

$196most kept, IDU

IDU$233 − $37 = $196

VIG$149 − $4 = $145

KeptFee

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