ILCV vs VIG

AILCV

BVIG

Measures won5–0ILCV wins · of 6 · 5Y

$10,000 · 5Y$18,668ILCV · VIG $17,005

Lowest cost0.04%ILCV · $4 on $10k

Most income1.48%ILCV · $148 on $10k

Smallest drop−6.5%ILCV · worst fall in 1Y

Held in common49.3%ILCV and VIG

ILCV

VIG

iShares Morningstar Value ETF · $1.4BVanguard Dividend Appreciation ETF · $109B

+23.9%3 years · per year$19,027 · $17,533+20.6%

+13.3%5 years · per year$18,668 · $17,005+11.2%

0.04%Expense ratio$4 · $4 on $10k · lower wins0.04%

1.48%12-mo yield$148 · $144 on $10k1.44%

−6.5%Worst dropSmaller wins−7.9%

10.0%VolatilityLower wins10.2%

5–0ILCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsILCV · VIG

8.4%MSFT4.9%

6.9%AAPL4.9%

2.6%JPM3.9%

2.1%XOM3.0%

Held in common49.3%

End-of-day Nov 4, 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	AILCV	iShares Morningstar Value ETFRead Desk		0.04%	1.48%	+2.7%	+19.9%	+24.1%	+23.9%	+13.3%	−6.5%	$1.4B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AILCV	iShares Morningstar Value ETFRead Desk		0.04%	1.48%	+2.7%	+19.9%	+24.1%	+23.9%	+13.3%	−6.5%	$1.4B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ILCV vs VIG

ILCV

iShares Morningstar Value

$18,668

VIG

Vanguard Dividend Appreciation

$17,005

MeasureILCVVIG

Fee0.04%0.04%

Cost on $10k a year$4$4

Yield1.48%1.44%

5 years, per year+13.3%+11.2%

3 years, per year+23.9%+20.6%

Worst drop · 1Y−6.5%−7.9%

Volatility · 1Y10.0%10.2%

5–0measures won
ILCV first

49.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ILCV, VIG

Today

49.3%most shared, ILCV and VIG

ILCVVIG

ILCV—49.3%

VIG49.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$144most kept, ILCV

ILCV$148 − $4 = $144

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee