IYF vs VIG

AIYF

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · IYF $16,016

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common15.8%IYF and VIG

IYF

VIG

iShares U.S. Financials ETF · $3.8BVanguard Dividend Appreciation ETF · $109B

+23.6%3 years · per year$18,869 · $16,669+18.6%

+9.9%5 years · per year$16,016 · $16,243+10.2%

0.37%Expense ratio$37 · $4 on $10k · lower wins0.04%

1.47%12-mo yield$147 · $150 on $10k1.50%

−13.9%Worst dropSmaller wins−7.9%

15.1%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYF · VIG

10.9%JPM3.9%

3.6%BAC1.6%

3.4%GS1.1%

3.2%MS1.0%

Held in common15.8%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.6%	+3.5%	+8.8%	+23.6%	+9.9%	−13.9%	$3.8B

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.6%	+3.5%	+8.8%	+23.6%	+9.9%	−13.9%	$3.8B

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

IYF vs VIG

IYF

iShares U.S. Financials

$16,016

VIG

Vanguard Dividend Appreciation

$16,243

MeasureIYFVIG

Fee0.37%0.04%

Cost on $10k a year$37$4

Yield1.47%1.50%

5 years, per year+9.9%+10.2%

3 years, per year+23.6%+18.6%

Worst drop · 1Y−13.9%−7.9%

Volatility · 1Y15.1%10.8%

4–1measures won
VIG first

15.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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

Overlap: IYF, VIG

Today

15.8%most shared, IYF and VIG

IYFVIG

IYF—15.8%

VIG15.8%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

IYF$147 − $37 = $110

KeptFee

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