JPSV vs VIG

AJPSV

BVIG

Measures won0–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

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 common0.5%JPSV and VIG

JPSV

VIG

JPMorgan Active Small Cap Value ETF · $30MVanguard Dividend Appreciation ETF · $109B

+15.4%3 years · per year$15,361 · $16,669+18.6%

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

0.55%Expense ratio$55 · $4 on $10k · lower wins0.04%

1.18%12-mo yield$118 · $150 on $10k1.50%

−9.1%Worst dropSmaller wins−7.9%

14.0%VolatilityLower wins10.8%

0–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsJPSV · VIG

0.8%AIT0.1%

1.3%ENSG0.0%

1.4%SSB0.0%

0.6%TTC0.0%

Held in common0.5%

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	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk		0.55%	1.18%	−0.2%	+20.4%	+24.3%	+15.4%	new	−9.1%	$30M

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	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk		0.55%	1.18%	−0.2%	+20.4%	+24.3%	+15.4%	new	−9.1%	$30M

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

JPSV vs VIG

JPSV

JPMorgan Active Small Cap Value

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureJPSVVIG

Fee0.55%0.04%

Cost on $10k a year$55$4

Yield1.18%1.50%

5 years, per year[…]+10.2%

3 years, per year+15.4%+18.6%

Worst drop · 1Y−9.1%−7.9%

Volatility · 1Y14.0%10.8%

5–0measures won
VIG first

0.5%

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%

$44.9BAssets$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: JPSV, VIG

Today

0.5%most shared, JPSV and VIG

JPSVVIG

JPSV—0.5%

VIG0.5%—

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

JPSV$118 − $55 = $63

KeptFee

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