IGM vs VIG

AIGM

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$19,889IGM · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common26.0%IGM and VIG

IGM

VIG

iShares Expanded Tech Sector ETF · $10.4BVanguard Dividend Appreciation ETF · $109B

+31.2%3 years · per year$22,573 · $16,814+18.9%

+14.7%5 years · per year$19,889 · $16,331+10.3%

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

0.16%12-mo yield$16 · $149 on $10k1.49%

−19.8%Worst dropSmaller wins−7.9%

26.9%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGM · VIG

10.3%MSFT4.9%

10.1%AAPL4.9%

7.2%AVGO4.3%

2.0%CSCO1.9%

Held in common26.0%

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	AIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.16%	−7.4%	+8.2%	+7.2%	+31.2%	+14.7%	−19.8%	$10.4B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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	AIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.16%	−7.4%	+8.2%	+7.2%	+31.2%	+14.7%	−19.8%	$10.4B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

IGM vs VIG

IGM

iShares Expanded Tech Sector

$19,889

VIG

Vanguard Dividend Appreciation

$16,331

MeasureIGMVIG

Fee0.37%0.04%

Cost on $10k a year$37$4

Yield0.16%1.49%

5 years, per year+14.7%+10.3%

3 years, per year+31.2%+18.9%

Worst drop · 1Y−19.8%−7.9%

Volatility · 1Y26.9%10.8%

4–2measures won
VIG first

26.0%

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%

$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: IGM, VIG

Today

26.0%most shared, IGM and VIG

IGMVIG

IGM—26.0%

VIG26.0%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

IGM$16 − $37 = −$21

KeptFee

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