IQSM vs VIG

AIQSM

BVIG

Measures won0–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common2.2%IQSM and VIG

IQSM

VIG

NYLI Candriam U.S. Mid Cap Equity ETF · $422MVanguard Dividend Appreciation ETF · $109B

+16.9%3 years · per year$15,981 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

1.06%12-mo yield$106 · $150 on $10k1.50%

−8.9%Worst dropSmaller wins−7.9%

15.1%VolatilityLower wins10.8%

0–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIQSM · VIG

0.7%ITT0.1%

0.3%NDSN0.1%

0.6%CHRW0.1%

0.7%IEX0.1%

Held in common2.2%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AIQSM	NYLI Candriam U.S. Mid Cap Equity ETFRead Desk		0.15%	1.06%	+0.5%	+12.6%	+15.3%	+16.9%	new	−8.9%	$422M

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AIQSM	NYLI Candriam U.S. Mid Cap Equity ETFRead Desk		0.15%	1.06%	+0.5%	+12.6%	+15.3%	+16.9%	new	−8.9%	$422M

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

IQSM vs VIG

IQSM

NYLI Candriam U.S. Mid Cap Equity

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureIQSMVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.06%1.50%

5 years, per year[…]+10.2%

3 years, per year+16.9%+18.6%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y15.1%10.8%

5–0measures won
VIG first

2.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$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

Overlap: IQSM, VIG

Today

2.2%most shared, IQSM and VIG

IQSMVIG

IQSM—2.2%

VIG2.2%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

IQSM$106 − $15 = $91

KeptFee

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