IVES vs VIG

AIVES

BVIG

Measures won0–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,956CIBR · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income1.46%VIG · $146 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 · $767MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

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

0.37%12-mo yield$37 · $146 on $10k1.46%

−21.5%Worst dropSmaller wins−7.9%

31.1%VolatilityLower wins11.0%

0–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVES · VIG

5.7%MSFT4.9%

5.7%AAPL4.9%

4.5%AVGO4.3%

4.1%IBM0.9%

Held in common15.0%

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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.37%	+4.1%	+12.2%	+7.8%	new	new	−21.5%	$767M

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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.37%	+4.1%	+12.2%	+7.8%	new	new	−21.5%	$767M

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

IVES vs VIG

IVES

Dan Ives Wedbush AI Revolution

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureIVESVIG

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield0.37%1.46%

5 years, per year[…]+10.7%

3 years, per year[…]+18.8%

Worst drop · 1Y−21.5%−7.9%

Volatility · 1Y31.1%11.0%

4–0measures won
VIG first

15.0%

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

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

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: IVES, VIG, CIBR

Today

21.1%most shared, IVES and CIBR

IVESVIGCIBR

IVES—15.0%21.1%

VIG15.0%—9.9%

CIBR21.1%9.9%—

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

CIBR$42 − $58 = −$16

IVES$37 − $75 = −$38

KeptFee

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