IYLD vs VIG

AIYLD

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,243VIG · IYLD $11,608

Lowest cost0.04%VIG · $4 on $10k

Most income4.83%IYLD · $483 on $10k

Smallest drop−4.7%IYLD · worst fall in 1Y

Held in common0.3%IYLD and VIG

IYLD

VIG

iShares Morningstar Multi-Asset Income ETF · $129MVanguard Dividend Appreciation ETF · $109B

+10.3%3 years · per year$13,437 · $16,669+18.6%

+3.0%5 years · per year$11,608 · $16,243+10.2%

0.50%Expense ratio$50 · $4 on $10k · lower wins0.04%

4.83%12-mo yield$483 · $150 on $10k1.50%

−4.7%Worst dropSmaller wins−7.9%

6.0%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIYLD · VIG

0.2%NEE0.7%

0.1%ALB0.1%

0.0%BNY0.4%

Held in common0.3%

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	AIYLD	iShares Morningstar Multi-Asset Income ETFRead Desk		0.50%	4.83%	−0.2%	+4.4%	+6.4%	+10.3%	+3.0%	−4.7%	$129M

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	AIYLD	iShares Morningstar Multi-Asset Income ETFRead Desk		0.50%	4.83%	−0.2%	+4.4%	+6.4%	+10.3%	+3.0%	−4.7%	$129M

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

IYLD vs VIG

IYLD

iShares Morningstar Multi-Asset Income

$11,608

VIG

Vanguard Dividend Appreciation

$16,243

MeasureIYLDVIG

Fee0.50%0.04%

Cost on $10k a year$50$4

Yield4.83%1.50%

5 years, per year+3.0%+10.2%

3 years, per year+10.3%+18.6%

Worst drop · 1Y−4.7%−7.9%

Volatility · 1Y6.0%10.8%

3–3measures won
level

0.3%

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: IYLD, VIG

Today

0.3%most shared, IYLD and VIG

IYLDVIG

IYLD—0.3%

VIG0.3%—

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

Income After Fees on $10,000

$433most kept, IYLD

IYLD$483 − $50 = $433

VIG$150 − $4 = $146

KeptFee

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