LRGF vs VIG

ALRGF

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$19,018LRGF · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common37.6%LRGF and VIG

LRGF

VIG

iShares U.S. Equity Factor ETF · $3.6BVanguard Dividend Appreciation ETF · $109B

+24.5%3 years · per year$19,310 · $17,533+20.6%

+13.7%5 years · per year$19,018 · $17,005+11.2%

0.08%Expense ratio$8 · $4 on $10k · lower wins0.04%

1.06%12-mo yield$106 · $144 on $10k1.44%

−8.7%Worst dropSmaller wins−7.9%

12.9%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsLRGF · VIG

5.4%MSFT4.9%

6.9%AAPL4.9%

2.5%AVGO4.3%

1.5%JPM3.9%

Held in common37.6%

End-of-day Nov 4, 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	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.06%	+1.4%	+13.3%	+12.4%	+24.5%	+13.7%	−8.7%	$3.6B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.06%	+1.4%	+13.3%	+12.4%	+24.5%	+13.7%	−8.7%	$3.6B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LRGF vs VIG

LRGF

iShares U.S. Equity Factor

$19,018

VIG

Vanguard Dividend Appreciation

$17,005

MeasureLRGFVIG

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield1.06%1.44%

5 years, per year+13.7%+11.2%

3 years, per year+24.5%+20.6%

Worst drop · 1Y−8.7%−7.9%

Volatility · 1Y12.9%10.2%

4–2measures won
VIG first

37.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: LRGF, VIG

Today

37.6%most shared, LRGF and VIG

LRGFVIG

LRGF—37.6%

VIG37.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

LRGF$106 − $8 = $98

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee