MDEV vs VIG

AMDEV

BVIG

Measures won0–6VIG 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 common3.1%MDEV and VIG

MDEV

VIG

First Trust Indxx Medical Devices ETF · $3MVanguard Dividend Appreciation ETF · $109B

+10.6%3 years · per year$13,541 · $17,533+20.6%

−1.5%5 years · per year$9,263 · $17,005+11.2%

0.70%Expense ratio$70 · $4 on $10k · lower wins0.04%

0.09%12-mo yield$9 · $144 on $10k1.44%

−18.2%Worst dropSmaller wins−7.9%

17.3%VolatilityLower wins10.2%

0–6VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMDEV · VIG

2.1%ABT0.8%

2.0%DHR0.6%

2.1%MDT0.5%

2.2%SYK0.4%

Held in common3.1%

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%	$121.5B
3	AMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.09%	+5.3%	+11.0%	+14.2%	+10.6%	−1.5%	−18.2%	$3M

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%	$121.5B
3	AMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.09%	+5.3%	+11.0%	+14.2%	+10.6%	−1.5%	−18.2%	$3M

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

MDEV vs VIG

MDEV

First Trust Indxx Medical Devices

$9,263

VIG

Vanguard Dividend Appreciation

$17,005

MeasureMDEVVIG

Fee0.70%0.04%

Cost on $10k a year$70$4

Yield0.09%1.44%

5 years, per year−1.5%+11.2%

3 years, per year+10.6%+20.6%

Worst drop · 1Y−18.2%−7.9%

Volatility · 1Y17.3%10.2%

6–0measures won
VIG first

3.1%

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%

$45.1BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MDEV, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

MDEVVIGSCHD

MDEV—3.1%2.1%

VIG3.1%—14.5%

SCHD2.1%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

MDEV$9 − $70 = −$61

KeptFee

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