MBSD vs VIG

AMBSD

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · MBSD $10,306

Lowest cost0.04%VIG · $4 on $10k

Most income4.13%MBSD · $413 on $10k

Smallest drop−4.0%MBSD · worst fall in 1Y

Held in common[…]MBSD and VIG

MBSD

VIG

Northern Trust Disciplined Duration MBS ETF · $89MVanguard Dividend Appreciation ETF · $109B

+5.2%3 years · per year$11,653 · $16,814+18.9%

+0.6%5 years · per year$10,306 · $16,331+10.3%

0.21%Expense ratio$21 · $4 on $10k · lower wins0.04%

4.13%12-mo yield$413 · $149 on $10k1.49%

−4.0%Worst dropSmaller wins−7.9%

3.8%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMBSD · VIG

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AMBSD	Northern Trust Disciplined Duration MBS ETFRead Desk		0.21%	4.13%	+0.2%	+0.2%	+0.9%	+5.2%	+0.6%	−4.0%	$89M

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AMBSD	Northern Trust Disciplined Duration MBS ETFRead Desk		0.21%	4.13%	+0.2%	+0.2%	+0.9%	+5.2%	+0.6%	−4.0%	$89M

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

MBSD vs VIG

MBSD

Northern Trust Disciplined Duration MBS

$10,306

VIG

Vanguard Dividend Appreciation

$16,331

MeasureMBSDVIG

Fee0.21%0.04%

Cost on $10k a year$21$4

Yield4.13%1.49%

5 years, per year+0.6%+10.3%

3 years, per year+5.2%+18.9%

Worst drop · 1Y−4.0%−7.9%

Volatility · 1Y3.8%10.8%

3–3measures won
level

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: MBSD, VIG

Today

[…]holdings […]

MBSDVIG

MBSD—[…]

VIG[…]—

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

Income After Fees on $10,000

$392most kept, MBSD

MBSD$413 − $21 = $392

VIG$149 − $4 = $145

KeptFee

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