LRGF vs VIG

ALRGF

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$18,000LRGF · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common37.6%LRGF and VIG

LRGF

VIG

iShares U.S. Equity Factor ETF · $3.5BVanguard Dividend Appreciation ETF · $109B

+22.2%3 years · per year$18,250 · $16,669+18.6%

+12.5%5 years · per year$18,000 · $16,243+10.2%

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

1.10%12-mo yield$110 · $150 on $10k1.50%

−8.7%Worst dropSmaller wins−7.9%

13.6%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRGF · VIG

5.7%MSFT4.9%

7.4%AAPL4.9%

2.2%AVGO4.3%

1.6%JPM3.9%

Held in common37.6%

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

All Three

5Y3 funds

#
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.10%	+0.3%	+8.8%	+8.9%	+22.2%	+12.5%	−8.7%	$3.5B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.10%	+0.3%	+8.8%	+8.9%	+22.2%	+12.5%	−8.7%	$3.5B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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

LRGF vs VIG

LRGF

iShares U.S. Equity Factor

$18,000

VIG

Vanguard Dividend Appreciation

$16,243

MeasureLRGFVIG

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield1.10%1.50%

5 years, per year+12.5%+10.2%

3 years, per year+22.2%+18.6%

Worst drop · 1Y−8.7%−7.9%

Volatility · 1Y13.6%10.8%

4–2measures won
VIG first

37.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: LRGF, VIG, SCHD

Today

37.6%most shared, LRGF and VIG

LRGFVIGSCHD

LRGF—37.6%7.7%

VIG37.6%—14.5%

SCHD7.7%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

LRGF$110 − $8 = $102

KeptFee

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