ITDD vs VIG

AITDD

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.71%ITDD · $171 on $10k

Smallest drop−7.6%ITDD · worst fall in 1Y

Held in common19.5%ITDD and VIG

ITDD

VIG

iShares LifePath Target Date 2040 ETF · $122MVanguard Dividend Appreciation ETF · $109B

+17.1%3 years · per year$16,048 · $16,669+18.6%

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

0.11%Expense ratio$11 · $4 on $10k · lower wins0.04%

1.71%12-mo yield$171 · $150 on $10k1.50%

−7.6%Worst dropSmaller wins−7.9%

11.2%VolatilityLower wins10.8%

2–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsITDD · VIG

3.2%AAPL4.9%

2.5%MSFT4.9%

0.9%AVGO4.3%

0.7%LLY4.1%

Held in common19.5%

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	AITDD	iShares LifePath Target Date 2040 ETFRead Desk		0.11%	1.71%	+0.1%	+6.8%	+8.3%	+17.1%	new	−7.6%	$122M

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	AITDD	iShares LifePath Target Date 2040 ETFRead Desk		0.11%	1.71%	+0.1%	+6.8%	+8.3%	+17.1%	new	−7.6%	$122M

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

ITDD vs VIG

ITDD

iShares LifePath Target Date 2040

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureITDDVIG

Fee0.11%0.04%

Cost on $10k a year$11$4

Yield1.71%1.50%

5 years, per year[…]+10.2%

3 years, per year+17.1%+18.6%

Worst drop · 1Y−7.6%−7.9%

Volatility · 1Y11.2%10.8%

3–2measures won
VIG first

19.5%

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%

$44.9BAssets$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: ITDD, VIG

Today

19.5%most shared, ITDD and VIG

ITDDVIG

ITDD—19.5%

VIG19.5%—

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

Income After Fees on $10,000

$160most kept, ITDD

ITDD$171 − $11 = $160

VIG$150 − $4 = $146

KeptFee

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