IVOV vs VIG

AIVOV

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · IVOV $15,300

Lowest cost0.04%VIG · $4 on $10k

Most income1.60%IVOV · $160 on $10k

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

Held in common2.5%IVOV and VIG

IVOV

VIG

Vanguard S&P Mid-Cap 400 Value ETF · $1.2BVanguard Dividend Appreciation ETF · $109B

+18.6%3 years · per year$16,676 · $17,533+20.6%

+8.9%5 years · per year$15,300 · $17,005+11.2%

0.10%Expense ratio$10 · $4 on $10k · lower wins0.04%

1.60%12-mo yield$160 · $144 on $10k1.44%

−10.6%Worst dropSmaller wins−7.9%

13.9%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVOV · VIG

1.2%RS0.1%

1.0%RGA0.1%

0.3%LECO0.1%

0.4%RNR0.1%

Held in common2.5%

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	AIVOV	Vanguard S&P Mid-Cap 400 Value ETFRead Desk		0.10%	1.60%	+1.3%	+14.0%	+18.0%	+18.6%	+8.9%	−10.6%	$1.2B

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	AIVOV	Vanguard S&P Mid-Cap 400 Value ETFRead Desk		0.10%	1.60%	+1.3%	+14.0%	+18.0%	+18.6%	+8.9%	−10.6%	$1.2B

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

IVOV vs VIG

IVOV

Vanguard S&P Mid-Cap 400 Value

$15,300

VIG

Vanguard Dividend Appreciation

$17,005

MeasureIVOVVIG

Fee0.10%0.04%

Cost on $10k a year$10$4

Yield1.60%1.44%

5 years, per year+8.9%+11.2%

3 years, per year+18.6%+20.6%

Worst drop · 1Y−10.6%−7.9%

Volatility · 1Y13.9%10.2%

5–1measures won
VIG first

2.5%

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: IVOV, VIG

Today

2.5%most shared, IVOV and VIG

IVOVVIG

IVOV—2.5%

VIG2.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$150most kept, IVOV

IVOV$160 − $10 = $150

VIG$144 − $4 = $140

KeptFee

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