ITDF vs VIG

AITDF

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.47%ITDF · $147 on $10k

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

Held in common23.6%ITDF and VIG

ITDF

VIG

iShares LifePath Target Date 2050 ETF · $100MVanguard Dividend Appreciation ETF · $109B

+22.0%3 years · per year$18,161 · $17,533+20.6%

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

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

1.47%12-mo yield$147 · $144 on $10k1.44%

−9.3%Worst dropSmaller wins−7.9%

13.2%VolatilityLower wins10.2%

2–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsITDF · VIG

3.7%AAPL4.9%

3.0%MSFT4.9%

1.2%AVGO4.3%

0.9%LLY4.1%

Held in common23.6%

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	AITDF	iShares LifePath Target Date 2050 ETFRead Desk		0.11%	1.47%	+1.7%	+12.3%	+13.4%	+22.0%	new	−9.3%	$100M

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	AITDF	iShares LifePath Target Date 2050 ETFRead Desk		0.11%	1.47%	+1.7%	+12.3%	+13.4%	+22.0%	new	−9.3%	$100M

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

ITDF vs VIG

ITDF

iShares LifePath Target Date 2050

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureITDFVIG

Fee0.11%0.04%

Cost on $10k a year$11$4

Yield1.47%1.44%

5 years, per year[…]+11.2%

3 years, per year+22.0%+20.6%

Worst drop · 1Y−9.3%−7.9%

Volatility · 1Y13.2%10.2%

3–2measures won
VIG first

23.6%

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: ITDF, VIG

Today

23.6%most shared, ITDF and VIG

ITDFVIG

ITDF—23.6%

VIG23.6%—

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

ITDF$147 − $11 = $136

KeptFee

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