MBCE vs VIG

AMBCE

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · MBCE $11,312

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common9.5%MBCE and VIG

MBCE

VIG

Monarch Blue Chips Elite Index ETF · $199MVanguard Dividend Appreciation ETF · $109B

+9.0%3 years · per year$12,946 · $16,669+18.6%

+2.5%5 years · per year$11,312 · $16,243+10.2%

1.01%Expense ratio$101 · $4 on $10k · lower wins0.04%

0.32%12-mo yield$32 · $150 on $10k1.50%

−22.2%Worst dropSmaller wins−7.9%

26.2%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsMBCE · VIG

3.9%AVGO4.3%

3.0%LRCX1.8%

3.4%CAT1.7%

5.2%TXN1.1%

Held in common9.5%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AMBCE	Monarch Blue Chips Elite Index ETFRead Desk		1.01%	0.32%	+2.9%	−9.7%	−9.5%	+9.0%	+2.5%	−22.2%	$199M

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AMBCE	Monarch Blue Chips Elite Index ETFRead Desk		1.01%	0.32%	+2.9%	−9.7%	−9.5%	+9.0%	+2.5%	−22.2%	$199M

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

MBCE vs VIG

MBCE

Monarch Blue Chips Elite Index

$11,313

VIG

Vanguard Dividend Appreciation

$16,243

MeasureMBCEVIG

Fee1.01%0.04%

Cost on $10k a year$101$4

Yield0.32%1.50%

5 years, per year+2.5%+10.2%

3 years, per year+9.0%+18.6%

Worst drop · 1Y−22.2%−7.9%

Volatility · 1Y26.2%10.8%

6–0measures won
VIG first

9.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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

Overlap: MBCE, VIG

Today

9.5%most shared, MBCE and VIG

MBCEVIG

MBCE—9.5%

VIG9.5%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

MBCE$32 − $101 = −$69

KeptFee

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