LGH vs VIG

ALGH

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · LGH $14,611

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 common36.2%LGH and VIG

LGH

VIG

HCM Defender 500 Index ETF · $584MVanguard Dividend Appreciation ETF · $109B

+21.0%3 years · per year$17,732 · $16,669+18.6%

+7.9%5 years · per year$14,611 · $16,243+10.2%

1.00%Expense ratio$100 · $4 on $10k · lower wins0.04%

0.38%12-mo yield$38 · $150 on $10k1.50%

−11.3%Worst dropSmaller wins−7.9%

17.3%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsLGH · VIG

5.7%MSFT4.9%

7.5%AAPL4.9%

1.9%AVGO4.3%

1.6%LLY4.1%

Held in common36.2%

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	ALGH	HCM Defender 500 Index ETFRead Desk		1.00%	0.38%	+0.2%	+1.8%	+2.4%	+21.0%	+7.9%	−11.3%	$584M

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	ALGH	HCM Defender 500 Index ETFRead Desk		1.00%	0.38%	+0.2%	+1.8%	+2.4%	+21.0%	+7.9%	−11.3%	$584M

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

LGH vs VIG

LGH

HCM Defender 500 Index

$14,611

VIG

Vanguard Dividend Appreciation

$16,243

MeasureLGHVIG

Fee1.00%0.04%

Cost on $10k a year$100$4

Yield0.38%1.50%

5 years, per year+7.9%+10.2%

3 years, per year+21.0%+18.6%

Worst drop · 1Y−11.3%−7.9%

Volatility · 1Y17.3%10.8%

5–1measures won
VIG first

36.2%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: LGH, VIG

Today

36.2%most shared, LGH and VIG

LGHVIG

LGH—36.2%

VIG36.2%—

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

LGH$38 − $100 = −$62

KeptFee

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