LCAP vs VIG

ALCAP

BVIG

Measures won0–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common33.7%LCAP and VIG

LCAP

VIG

Principal Capital Appreciation Select ETF · $1.8BVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,814+18.9%

[…]5 years · per year[…] · $16,331+10.3%

0.29%Expense ratio$29 · $4 on $10k · lower wins0.04%

0.10%12-mo yield$10 · $149 on $10k1.49%

−9.3%Worst dropSmaller wins−7.9%

14.1%VolatilityLower wins10.8%

0–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLCAP · VIG

6.3%MSFT4.9%

7.2%AAPL4.9%

3.0%LLY4.1%

2.8%JPM3.9%

Held in common33.7%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	ALCAP	Principal Capital Appreciation Select ETFRead Desk	0.29%	0.10%	−3.9%	+9.5%	+9.8%	new	new	−9.3%	$1.8B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	ALCAP	Principal Capital Appreciation Select ETFRead Desk	0.29%	0.10%	−3.9%	+9.5%	+9.8%	new	new	−9.3%	$1.8B

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

LCAP vs VIG

LCAP

Principal Capital Appreciation Select

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureLCAPVIG

Fee0.29%0.04%

Cost on $10k a year$29$4

Yield0.10%1.49%

5 years, per year[…]+10.3%

3 years, per year[…]+18.9%

Worst drop · 1Y−9.3%−7.9%

Volatility · 1Y14.1%10.8%

4–0measures won
VIG first

33.7%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: LCAP, VIG, SCHD

Today

33.7%most shared, LCAP and VIG

LCAPVIGSCHD

LCAP—33.7%4.1%

VIG33.7%—14.5%

SCHD4.1%14.5%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

LCAP$10 − $29 = −$19

KeptFee

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