LSVD vs VIG

ALSVD

BVIG

Measures won0–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common23.4%LSVD and VIG

LSVD

VIG

LSV Disciplined Value ETF · $654MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.40%Expense ratio$40 · $4 on $10k · lower wins0.04%

0.27%12-mo yield$27 · $144 on $10k1.44%

−8.1%Worst dropSmaller wins−7.9%

13.4%VolatilityLower wins10.2%

0–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLSVD · VIG

5.9%AAPL4.9%

3.4%MSFT4.9%

1.6%JPM3.9%

1.5%CSCO1.9%

Held in common23.4%

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

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.27%	+1.4%	+20.2%	+23.9%	new	new	−8.1%	$654M

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

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.27%	+1.4%	+20.2%	+23.9%	new	new	−8.1%	$654M

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

LSVD vs VIG

LSVD

LSV Disciplined Value

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureLSVDVIG

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield0.27%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−8.1%−7.9%

Volatility · 1Y13.4%10.2%

4–0measures won
VIG first

23.4%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LSVD, VIG, SCHD

Today

23.4%most shared, LSVD and VIG

LSVDVIGSCHD

LSVD—23.4%9.4%

VIG23.4%—14.5%

SCHD9.4%14.5%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

LSVD$27 − $40 = −$13

KeptFee

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