ITDI vs VIG

AITDI

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common25.5%ITDI and VIG

ITDI

VIG

iShares LifePath Target Date 2065 ETF · $31MVanguard Dividend Appreciation ETF · $109B

+22.7%3 years · per year$18,489 · $17,533+20.6%

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

0.12%Expense ratio$12 · $4 on $10k · lower wins0.04%

1.44%12-mo yield$144 · $144 on $10k1.44%

−9.6%Worst dropSmaller wins−7.9%

14.1%VolatilityLower wins10.2%

1–3VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITDI · VIG

4.0%AAPL4.9%

3.2%MSFT4.9%

1.3%AVGO4.3%

0.9%LLY4.1%

Held in common25.5%

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

All Three

5Y3 funds

#
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	AITDI	iShares LifePath Target Date 2065 ETFRead Desk	0.12%	1.44%	+1.7%	+12.9%	+14.2%	+22.7%	new	−9.6%	$31M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	AITDI	iShares LifePath Target Date 2065 ETFRead Desk	0.12%	1.44%	+1.7%	+12.9%	+14.2%	+22.7%	new	−9.6%	$31M

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

ITDI vs VIG

ITDI

iShares LifePath Target Date 2065

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureITDIVIG

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield1.44%1.44%

5 years, per year[…]+11.2%

3 years, per year+22.7%+20.6%

Worst drop · 1Y−9.6%−7.9%

Volatility · 1Y14.1%10.2%

3–1measures won
VIG first

25.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ITDI, VIG, SCHD

Today

25.5%most shared, ITDI and VIG

ITDIVIGSCHD

ITDI—25.5%4.6%

VIG25.5%—14.5%

SCHD4.6%14.5%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

ITDI$144 − $12 = $132

KeptFee

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