LABD vs VYM · Compare Desk

AVYM

BDGRO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,002VYM · DGRO $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income2.30%VYM · $230 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common61.8%VYM and DGRO

VYM vs DGRO

VYM

DGRO

Vanguard High Dividend Yield ETF · $78.9BiShares Core Dividend Growth ETF · $44.9B

+20.0%3 years · per year$17,266 · $17,770+21.1%

+11.2%5 years · per year$17,002 · $16,941+11.1%

0.04%Expense ratio$4 · $8 on $10k · lower wins0.08%

2.30%12-mo yield$230 · $186 on $10k1.86%

−6.7%Worst dropSmaller wins−6.5%

10.6%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVYM · DGRO

2.8%XOM3.0%

3.8%JPM2.7%

2.7%JNJ2.8%

6.9%AVGO2.4%

Held in common61.8%

End-of-day Nov 5, 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	AVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VYM vs DGRO

VYM

Vanguard High Dividend Yield

$17,002

DGRO

iShares Core Dividend Growth

$16,941

MeasureVYMDGRO

Fee0.04%0.08%

Cost on $10k a year$4$8

Yield2.30%1.86%

5 years, per year+11.2%+11.1%

3 years, per year+20.0%+21.1%

Worst drop · 1Y−6.7%−6.5%

Volatility · 1Y10.6%10.2%

3–3measures won
level

61.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VYM, DGRO

Today

61.8%most shared, VYM and DGRO

VYMDGRO

VYM—61.8%

DGRO61.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

DGRO$186 − $8 = $178

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee