ILCV vs VIG

AILCV

BVIG

Measures won5–0ILCV wins · of 6 · 5Y

$10,000 · 5Y$17,926ILCV · SCHD $16,267

Lowest cost0.04%ILCV · $4 on $10k

Most income3.00%SCHD · $300 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

+22.0%3 years · per year$18,161 · $16,669+18.6%

+12.4%5 years · per year$17,926 · $16,243+10.2%

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

1.53%12-mo yield$153 · $150 on $10k1.50%

−6.5%Worst dropSmaller wins−7.9%

10.4%VolatilityLower wins10.8%

5–0ILCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILCV · VIG

8.6%MSFT4.9%

7.2%AAPL4.9%

2.6%JPM3.9%

2.0%XOM3.0%

Held in common49.3%

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

All Three

5Y3 funds

#
1	AILCV	iShares Morningstar Value ETFRead Desk	0.04%	1.53%	−0.5%	+16.0%	+19.9%	+22.0%	+12.4%	−6.5%	$1.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AILCV	iShares Morningstar Value ETFRead Desk	0.04%	1.53%	−0.5%	+16.0%	+19.9%	+22.0%	+12.4%	−6.5%	$1.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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

ILCV vs VIG

ILCV

iShares Morningstar Value

$17,927

VIG

Vanguard Dividend Appreciation

$16,243

MeasureILCVVIG

Fee0.04%0.04%

Cost on $10k a year$4$4

Yield1.53%1.50%

5 years, per year+12.4%+10.2%

3 years, per year+22.0%+18.6%

Worst drop · 1Y−6.5%−7.9%

Volatility · 1Y10.4%10.8%

4–0measures won
ILCV first

49.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ILCV, VIG, SCHD

Today

49.3%most shared, ILCV and VIG

ILCVVIGSCHD

ILCV—49.3%14.8%

VIG49.3%—14.5%

SCHD14.8%14.5%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

ILCV$153 − $4 = $149

VIG$150 − $4 = $146

KeptFee

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