IVE vs VIG

AIVE

BVIG

Measures won4–2IVE wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · IVE $17,261

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%IVE · $150 on $10k

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

Held in common50.3%IVE and VIG

IVE

VIG

iShares S&P 500 Value ETF · $51.3BVanguard Dividend Appreciation ETF · $109B

+17.8%3 years · per year$16,338 · $16,775+18.8%

+11.5%5 years · per year$17,261 · $16,638+10.7%

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

1.50%12-mo yield$150 · $146 on $10k1.46%

−6.2%Worst dropSmaller wins−7.9%

10.3%VolatilityLower wins11.0%

4–2IVE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVE · VIG

8.3%AAPL4.9%

2.3%XOM3.0%

1.9%WMT2.1%

1.6%COST1.8%

Held in common50.3%

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.50%	+2.0%	+14.6%	+18.0%	+17.8%	+11.5%	−6.2%	$51.3B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.50%	+2.0%	+14.6%	+18.0%	+17.8%	+11.5%	−6.2%	$51.3B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B

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

IVE vs VIG

IVE

iShares S&P 500 Value

$17,261

VIG

Vanguard Dividend Appreciation

$16,638

MeasureIVEVIG

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield1.50%1.46%

5 years, per year+11.5%+10.7%

3 years, per year+17.8%+18.8%

Worst drop · 1Y−6.2%−7.9%

Volatility · 1Y10.3%11.0%

3–2measures won
IVE first

50.3%

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM 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%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: IVE, VIG, SPY

Today

61.2%most shared, IVE and SPY

IVEVIGSPY

IVE—50.3%61.2%

VIG50.3%—42.6%

SPY61.2%42.6%—

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

IVE$150 − $18 = $132

SPY$101 − $9 = $92

KeptFee

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