IVES vs VIG5YIVESIVESAvsBVIGVIGDan Ives Wedbush AI Revolution ETF · $816MVanguard Dividend Appreciation ETF · $116BReturns · dividends in[…]3 years · per year[…] · $16,797+18.9%[…]5 years · per year[…] · $16,513+10.6%Cost and income0.75%Expense ratio$75 · $4 on $10k · lower wins0.04%0.37%12-mo yield$37 · $145 on $10k1.45%
Overlap: IVES, VIG, VYMToday60.6%most shared, VIG and VYMIVESVIGVYMIVES—15.0%6.8%VIG15.0%—60.6%VYM6.8%60.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
IVES vs VIG5YAIVESDan Ives Wedbush AI Revolution[…]vsVIGBVanguard Dividend Appreciation$16,513MeasureIVESVIGFee0.75%0.04%Cost on $10k a year$75$4Yield0.37%1.45%5 years, per year[…]+10.6%3 years, per year[…]+18.9%Worst drop · 1Y−21.5%−7.9%Volatility · 1Y31.1%11.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%−0.1%+17.0%+18.3%+20.4%+11.5%−6.7%$83.3B2BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$115.8B3AIVESDan Ives Wedbush AI Revolution ETFReadDesk0.75%0.37%−1.8%+12.1%+7.1%newnew−21.5%$816MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%−0.1%+17.0%+18.3%+20.4%+11.5%−6.7%$83.3B2BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$115.8B3AIVESDan Ives Wedbush AI Revolution ETFReadDesk0.75%0.37%−1.8%+12.1%+7.1%newnew−21.5%$816MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.9%+16.0%+19.9%Year to date+16.0%1.8%Yield1.4%$46.0BAssets$116B2–0DGRO winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
Overlap: IVES, VIG, VYMToday60.6%most shared, VIG and VYMIVESVIGVYMIVES—15.0%6.8%VIG15.0%—60.6%VYM6.8%60.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$219most kept, VYMVYM$223 − $4 = $219VIG$145 − $4 = $141IVES$37 − $75 = −$38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee