INVG vs VCSH

AINVG

BVCSH

Measures won1–3VCSH wins · of 6 · 5Y

$10,000 · 5Y$11,374VCSH · VCIT $10,510

Lowest cost0.03%VCSH · $3 on $10k

Most income5.02%VCIT · $502 on $10k

Smallest drop−1.6%VCSH · worst fall in 1Y

Held in common[…]INVG and VCSH

INVG

VCSH

GMO Systematic Investment Grade Credit ETF · $30MVanguard Short-Term Corporate Bond ETF · $43.9B

[…]3 years · per year[…] · $11,758+5.5%

[…]5 years · per year[…] · $11,374+2.6%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

5.00%12-mo yield$500 · $454 on $10k4.54%

−4.5%Worst dropSmaller wins−1.6%

4.7%VolatilityLower wins2.1%

1–3VCSH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsINVG · VCSH

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BVCSH	Vanguard Short-Term Corporate Bond ETFRead Desk	0.03%	4.54%	0.0%	+1.3%	+2.2%	+5.5%	+2.6%	−1.6%	$43.9B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
4	AINVG	GMO Systematic Investment Grade Credit ETFRead Desk	0.25%	5.00%	0.0%	0.0%	+0.4%	new	new	−4.5%	$30M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BVCSH	Vanguard Short-Term Corporate Bond ETFRead Desk	0.03%	4.54%	0.0%	+1.3%	+2.2%	+5.5%	+2.6%	−1.6%	$43.9B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
4	AINVG	GMO Systematic Investment Grade Credit ETFRead Desk	0.25%	5.00%	0.0%	0.0%	+0.4%	new	new	−4.5%	$30M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

INVG vs VCSH

INVG

GMO Systematic Investment Grade Credit

[…]

VCSH

Vanguard Short-Term Corporate Bond

$11,374

MeasureINVGVCSH

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield5.00%4.54%

5 years, per year[…]+2.6%

3 years, per year[…]+5.5%

Worst drop · 1Y−4.5%−1.6%

Volatility · 1Y4.7%2.1%

3–1measures won
VCSH first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: INVG, VCSH, VCIT, MUB

Today

[…]holdings […]

INVGVCSHVCITMUB

INVG—[…][…][…]

VCSH[…]—[…][…]

VCIT[…][…]—[…]

MUB[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

INVG$500 − $25 = $475

VCSH$454 − $3 = $451

MUB$326 − $5 = $321

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee