ITDC vs VIG

AITDC

BVIG

Measures won3–2ITDC wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.87%ITDC · $187 on $10k

Smallest drop−6.6%ITDC · worst fall in 1Y

Held in common16.8%ITDC and VIG

ITDC

VIG

iShares LifePath Target Date 2035 ETF · $127MVanguard Dividend Appreciation ETF · $109B

+16.8%3 years · per year$15,931 · $17,533+20.6%

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

0.10%Expense ratio$10 · $4 on $10k · lower wins0.04%

1.87%12-mo yield$187 · $144 on $10k1.44%

−6.6%Worst dropSmaller wins−7.9%

9.4%VolatilityLower wins10.2%

3–2ITDC wins

$10,000 · 5 yearsOne scale

Shared top holdingsITDC · VIG

2.6%AAPL4.9%

2.1%MSFT4.9%

0.8%AVGO4.3%

0.6%LLY4.1%

Held in common16.8%

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	AITDC	iShares LifePath Target Date 2035 ETFRead Desk		0.10%	1.87%	+1.2%	+8.3%	+9.1%	+16.8%	new	−6.6%	$127M

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	AITDC	iShares LifePath Target Date 2035 ETFRead Desk		0.10%	1.87%	+1.2%	+8.3%	+9.1%	+16.8%	new	−6.6%	$127M

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

ITDC vs VIG

ITDC

iShares LifePath Target Date 2035

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureITDCVIG

Fee0.10%0.04%

Cost on $10k a year$10$4

Yield1.87%1.44%

5 years, per year[…]+11.2%

3 years, per year+16.8%+20.6%

Worst drop · 1Y−6.6%−7.9%

Volatility · 1Y9.4%10.2%

3–2measures won
ITDC first

16.8%

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: ITDC, VIG

Today

16.8%most shared, ITDC and VIG

ITDCVIG

ITDC—16.8%

VIG16.8%—

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

Income After Fees on $10,000

$177most kept, ITDC

ITDC$187 − $10 = $177

VIG$144 − $4 = $140

KeptFee

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