ITDF vs VYM

AITDF

BVYM

Measures won1–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · VIG $16,638

Lowest cost0.04%VYM · $4 on $10k

Most income2.26%VYM · $226 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common18.3%ITDF and VYM

ITDF

VYM

iShares LifePath Target Date 2050 ETF · $98MVanguard High Dividend Yield ETF · $78.9B

+20.2%3 years · per year$17,359 · $17,150+19.7%

[…]5 years · per year[…] · $17,254+11.5%

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

1.48%12-mo yield$148 · $226 on $10k2.26%

−9.3%Worst dropSmaller wins−6.7%

13.8%VolatilityLower wins10.8%

1–4VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITDF · VYM

1.1%AVGO6.9%

0.7%JPM3.8%

0.5%XOM2.8%

0.5%JNJ2.7%

Held in common18.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AITDF	iShares LifePath Target Date 2050 ETFRead Desk	0.11%	1.48%	+2.5%	+11.0%	+13.8%	+20.2%	new	−9.3%	$98M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AITDF	iShares LifePath Target Date 2050 ETFRead Desk	0.11%	1.48%	+2.5%	+11.0%	+13.8%	+20.2%	new	−9.3%	$98M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ITDF vs VYM

ITDF

iShares LifePath Target Date 2050

[…]

VYM

Vanguard High Dividend Yield

$17,254

MeasureITDFVYM

Fee0.11%0.04%

Cost on $10k a year$11$4

Yield1.48%2.26%

5 years, per year[…]+11.5%

3 years, per year+20.2%+19.7%

Worst drop · 1Y−9.3%−6.7%

Volatility · 1Y13.8%10.8%

4–1measures won
VYM first

18.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ITDF, VYM, VIG

Today

60.6%most shared, VYM and VIG

ITDFVYMVIG

ITDF—18.3%23.8%

VYM18.3%—60.6%

VIG23.8%60.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

VIG$146 − $4 = $142

ITDF$148 − $11 = $137

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee