LGLV vs VIG

ALGLV

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · LGLV $14,799

Lowest cost0.04%VIG · $4 on $10k

Most income2.03%LGLV · $203 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common26.6%LGLV and VIG

LGLV

VIG

State Street SPDR US Large Cap Low Volatility Index ETF · $1.2BVanguard Dividend Appreciation ETF · $109B

+15.3%3 years · per year$15,339 · $16,814+18.9%

+8.2%5 years · per year$14,799 · $16,331+10.3%

0.12%Expense ratio$12 · $4 on $10k · lower wins0.04%

2.03%12-mo yield$203 · $149 on $10k1.49%

−8.2%Worst dropSmaller wins−7.9%

10.8%VolatilityLower wins10.8%

1–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsLGLV · VIG

1.2%KO1.5%

1.1%V2.5%

1.0%JNJ2.8%

0.9%MA2.0%

Held in common26.6%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ALGLV	State Street SPDR US Large Cap Low Volatility Index ETFRead Desk		0.12%	2.03%	−1.4%	+10.5%	+13.4%	+15.3%	+8.2%	−8.2%	$1.2B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ALGLV	State Street SPDR US Large Cap Low Volatility Index ETFRead Desk		0.12%	2.03%	−1.4%	+10.5%	+13.4%	+15.3%	+8.2%	−8.2%	$1.2B

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

LGLV vs VIG

LGLV

SPDR US Large Cap Low Volatility Index

$14,799

VIG

Vanguard Dividend Appreciation

$16,331

MeasureLGLVVIG

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield2.03%1.49%

5 years, per year+8.2%+10.3%

3 years, per year+15.3%+18.9%

Worst drop · 1Y−8.2%−7.9%

Volatility · 1Y10.8%10.8%

4–1measures won
VIG first

26.6%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: LGLV, VIG

Today

26.6%most shared, LGLV and VIG

LGLVVIG

LGLV—26.6%

VIG26.6%—

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

Income After Fees on $10,000

$191most kept, LGLV

LGLV$203 − $12 = $191

VIG$149 − $4 = $145

KeptFee

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