IVES vs VIG

AIVES

BVIG

Measures won0–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common15.0%IVES and VIG

IVES

VIG

Dan Ives Wedbush AI Revolution ETF · $833MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,533+20.6%

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

0.75%Expense ratio$75 · $4 on $10k · lower wins0.04%

0.36%12-mo yield$36 · $144 on $10k1.44%

−21.5%Worst dropSmaller wins−7.9%

29.8%VolatilityLower wins10.2%

0–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVES · VIG

5.2%MSFT4.9%

5.1%AAPL4.9%

4.7%AVGO4.3%

3.9%IBM0.9%

Held in common15.0%

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	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk		0.75%	0.36%	−1.3%	+14.9%	+5.1%	new	new	−21.5%	$833M

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	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk		0.75%	0.36%	−1.3%	+14.9%	+5.1%	new	new	−21.5%	$833M

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

IVES vs VIG

IVES

Dan Ives Wedbush AI Revolution

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureIVESVIG

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield0.36%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−21.5%−7.9%

Volatility · 1Y29.8%10.2%

4–0measures won
VIG first

15.0%

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%

$123BAssets$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%

$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

Overlap: IVES, VIG

Today

15.0%most shared, IVES and VIG

IVESVIG

IVES—15.0%

VIG15.0%—

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

IVES$36 − $75 = −$39

KeptFee

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