IRTR vs VIG

AIRTR

BVIG

Measures won3–2IRTR wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income3.21%IRTR · $321 on $10k

Smallest drop−4.8%IRTR · worst fall in 1Y

Held in common10.4%IRTR and VIG

IRTR

VIG

iShares LifePath Retirement ETF · $59MVanguard Dividend Appreciation ETF · $109B

+12.6%3 years · per year$14,287 · $16,669+18.6%

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

0.08%Expense ratio$8 · $4 on $10k · lower wins0.04%

3.21%12-mo yield$321 · $150 on $10k1.50%

−4.8%Worst dropSmaller wins−7.9%

6.7%VolatilityLower wins10.8%

3–2IRTR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIRTR · VIG

1.7%AAPL4.9%

1.4%MSFT4.9%

0.5%AVGO4.3%

0.4%LLY4.1%

Held in common10.4%

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	AIRTR	iShares LifePath Retirement ETFRead Desk		0.08%	3.21%	+0.1%	+4.0%	+5.0%	+12.6%	new	−4.8%	$59M

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	AIRTR	iShares LifePath Retirement ETFRead Desk		0.08%	3.21%	+0.1%	+4.0%	+5.0%	+12.6%	new	−4.8%	$59M

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

IRTR vs VIG

IRTR

iShares LifePath Retirement

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureIRTRVIG

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield3.21%1.50%

5 years, per year[…]+10.2%

3 years, per year+12.6%+18.6%

Worst drop · 1Y−4.8%−7.9%

Volatility · 1Y6.7%10.8%

3–2measures won
IRTR first

10.4%

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: IRTR, VIG

Today

10.4%most shared, IRTR and VIG

IRTRVIG

IRTR—10.4%

VIG10.4%—

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

Income After Fees on $10,000

$313most kept, IRTR

IRTR$321 − $8 = $313

VIG$150 − $4 = $146

KeptFee

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