ISMD vs VIG

AISMD

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · ISMD $15,372

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common1.0%ISMD and VIG

ISMD

VIG

Inspire Small/Mid Cap ETF · $331MVanguard Dividend Appreciation ETF · $109B

+20.9%3 years · per year$17,650 · $17,533+20.6%

+9.0%5 years · per year$15,372 · $17,005+11.2%

0.53%Expense ratio$53 · $4 on $10k · lower wins0.04%

1.38%12-mo yield$138 · $144 on $10k1.44%

−9.7%Worst dropSmaller wins−7.9%

16.7%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsISMD · VIG

0.2%AVT0.0%

0.2%ATR0.0%

0.2%IDA0.0%

0.2%TKR0.0%

Held in common1.0%

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	AISMD	Inspire Small/Mid Cap ETFRead Desk		0.53%	1.38%	+1.9%	+25.9%	+28.2%	+20.9%	+9.0%	−9.7%	$331M

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	AISMD	Inspire Small/Mid Cap ETFRead Desk		0.53%	1.38%	+1.9%	+25.9%	+28.2%	+20.9%	+9.0%	−9.7%	$331M

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

ISMD vs VIG

ISMD

Inspire Small/Mid Cap

$15,372

VIG

Vanguard Dividend Appreciation

$17,005

MeasureISMDVIG

Fee0.53%0.04%

Cost on $10k a year$53$4

Yield1.38%1.44%

5 years, per year+9.0%+11.2%

3 years, per year+20.9%+20.6%

Worst drop · 1Y−9.7%−7.9%

Volatility · 1Y16.7%10.2%

4–1measures won
VIG first

1.0%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ISMD, VIG

Today

1.0%most shared, ISMD and VIG

ISMDVIG

ISMD—1.0%

VIG1.0%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

ISMD$138 − $53 = $85

KeptFee

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