IVES vs VIG

AIVES

BVIG

Measures won0–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common15.0%IVES and VIG

IVES

VIG

Dan Ives Wedbush AI Revolution ETF · $750MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

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

0.38%12-mo yield$38 · $150 on $10k1.50%

−21.5%Worst dropSmaller wins−7.9%

30.9%VolatilityLower wins10.8%

0–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVES · VIG

5.9%MSFT4.9%

5.9%AAPL4.9%

4.6%AVGO4.3%

4.2%IBM0.9%

Held in common15.0%

End-of-day Nov 6, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.38%	+2.4%	+7.8%	+1.3%	new	new	−21.5%	$750M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.38%	+2.4%	+7.8%	+1.3%	new	new	−21.5%	$750M

End-of-day Nov 6, 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

$16,243

MeasureIVESVIG

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield0.38%1.50%

5 years, per year[…]+10.2%

3 years, per year[…]+18.6%

Worst drop · 1Y−21.5%−7.9%

Volatility · 1Y30.9%10.8%

4–0measures won
VIG first

15.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IVES, VIG, SCHD

Today

15.0%most shared, IVES and VIG

IVESVIGSCHD

IVES—15.0%0.0%

VIG15.0%—14.5%

SCHD0.0%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

IVES$38 − $75 = −$37

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee