MATR vs VYM

AMATR

BVYM

Measures won1–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · VIG $16,331

Lowest cost0.04%VYM · $4 on $10k

Most income2.96%MATR · $296 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.0%MATR and VYM

MATR

VYM

Harbor Multi-Asset Explorer ETF · $10MVanguard High Dividend Yield ETF · $78.9B

+14.2%3 years · per year$14,883 · $17,266+20.0%

[…]5 years · per year[…] · $17,002+11.2%

0.80%Expense ratio$80 · $4 on $10k · lower wins0.04%

2.96%12-mo yield$296 · $230 on $10k2.30%

−7.7%Worst dropSmaller wins−6.7%

11.7%VolatilityLower wins10.6%

1–4VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMATR · VYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AMATR	Harbor Multi-Asset Explorer ETFRead Desk	0.80%	2.96%	−3.5%	0.0%	+2.2%	+14.2%	new	−7.7%	$10M

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

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AMATR	Harbor Multi-Asset Explorer ETFRead Desk	0.80%	2.96%	−3.5%	0.0%	+2.2%	+14.2%	new	−7.7%	$10M

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

MATR vs VYM

MATR

Harbor Multi-Asset Explorer

[…]

VYM

Vanguard High Dividend Yield

$17,002

MeasureMATRVYM

Fee0.80%0.04%

Cost on $10k a year$80$4

Yield2.96%2.30%

5 years, per year[…]+11.2%

3 years, per year+14.2%+20.0%

Worst drop · 1Y−7.7%−6.7%

Volatility · 1Y11.7%10.6%

4–1measures won
VYM first

0.0%

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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MATR, VYM, VIG

Today

60.6%most shared, VYM and VIG

MATRVYMVIG

MATR—0.0%0.0%

VYM0.0%—60.6%

VIG0.0%60.6%—

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

MATR$296 − $80 = $216

VIG$149 − $4 = $145

KeptFee

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