IVE vs VIG

AIVE

BVIG

Measures won4–2IVE wins · of 6 · 5Y

$10,000 · 5Y$17,659IVE · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.48%IVE · $148 on $10k

Smallest drop−6.2%IVE · worst fall in 1Y

Held in common50.2%IVE and VIG

IVE

VIG

iShares S&P 500 Value ETF · $50.6BVanguard Dividend Appreciation ETF · $109B

+19.7%3 years · per year$17,148 · $17,533+20.6%

+12.0%5 years · per year$17,659 · $17,005+11.2%

0.18%Expense ratio$18 · $4 on $10k · lower wins0.04%

1.48%12-mo yield$148 · $144 on $10k1.44%

−6.2%Worst dropSmaller wins−7.9%

9.7%VolatilityLower wins10.2%

4–2IVE wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVE · VIG

8.0%AAPL4.9%

2.4%XOM3.0%

1.8%WMT2.1%

1.5%COST1.8%

Held in common50.2%

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	AIVE	iShares S&P 500 Value ETFRead Desk		0.18%	1.48%	+2.1%	+16.1%	+18.6%	+19.7%	+12.0%	−6.2%	$50.6B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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	AIVE	iShares S&P 500 Value ETFRead Desk		0.18%	1.48%	+2.1%	+16.1%	+18.6%	+19.7%	+12.0%	−6.2%	$50.6B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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

IVE vs VIG

IVE

iShares S&P 500 Value

$17,659

VIG

Vanguard Dividend Appreciation

$17,005

MeasureIVEVIG

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield1.48%1.44%

5 years, per year+12.0%+11.2%

3 years, per year+19.7%+20.6%

Worst drop · 1Y−6.2%−7.9%

Volatility · 1Y9.7%10.2%

4–2measures won
IVE first

50.2%

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: IVE, VIG

Today

50.2%most shared, IVE and VIG

IVEVIG

IVE—50.2%

VIG50.2%—

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

IVE$148 − $18 = $130

KeptFee

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