ION vs VIG

AION

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.13%ION · $213 on $10k

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

Held in common0.4%ION and VIG

ION

VIG

ProShares S&P Global Core Battery Metals ETF · $9MVanguard Dividend Appreciation ETF · $109B

+11.6%3 years · per year$13,890 · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.58%Expense ratio$58 · $4 on $10k · lower wins0.04%

2.13%12-mo yield$213 · $144 on $10k1.44%

−44.6%Worst dropSmaller wins−7.9%

38.5%VolatilityLower wins10.2%

1–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsION · VIG

2.5%ELV0.4%

3.2%ALB0.1%

Held in common0.4%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AION	ProShares S&P Global Core Battery Metals ETFRead Desk		0.58%	2.13%	+3.1%	−24.2%	−4.6%	+11.6%	new	−44.6%	$9M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AION	ProShares S&P Global Core Battery Metals ETFRead Desk		0.58%	2.13%	+3.1%	−24.2%	−4.6%	+11.6%	new	−44.6%	$9M

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

ION vs VIG

ION

ProShares S&P Global Core Battery Metals

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureIONVIG

Fee0.58%0.04%

Cost on $10k a year$58$4

Yield2.13%1.44%

5 years, per year[…]+11.2%

3 years, per year+11.6%+20.6%

Worst drop · 1Y−44.6%−7.9%

Volatility · 1Y38.5%10.2%

4–1measures won
VIG first

0.4%

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: ION, VIG

Today

0.4%most shared, ION and VIG

IONVIG

ION—0.4%

VIG0.4%—

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

Income After Fees on $10,000

$155most kept, ION

ION$213 − $58 = $155

VIG$144 − $4 = $140

KeptFee

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