MDIV vs VIG

AMDIV

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · MDIV $13,311

Lowest cost0.04%VIG · $4 on $10k

Most income7.54%MDIV · $754 on $10k

Smallest drop−6.1%MDIV · worst fall in 1Y

Held in common0.8%MDIV and VIG

MDIV

VIG

Multi-Asset Diversified Income Index Fund · $420MVanguard Dividend Appreciation ETF · $109B

+11.4%3 years · per year$13,814 · $16,814+18.9%

+5.9%5 years · per year$13,311 · $16,331+10.3%

0.83%Expense ratio$83 · $4 on $10k · lower wins0.04%

7.54%12-mo yield$754 · $149 on $10k1.49%

−6.1%Worst dropSmaller wins−7.9%

6.9%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMDIV · VIG

0.4%PEP0.8%

0.4%HON0.3%

0.4%TSN0.1%

0.3%FRME0.0%

Held in common0.8%

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	AMDIV	Multi-Asset Diversified Income Index FundRead Desk		0.83%	7.54%	−1.0%	+8.5%	+11.1%	+11.4%	+5.9%	−6.1%	$420M

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	AMDIV	Multi-Asset Diversified Income Index FundRead Desk		0.83%	7.54%	−1.0%	+8.5%	+11.1%	+11.4%	+5.9%	−6.1%	$420M

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

MDIV vs VIG

MDIV

Multi-Asset Diversified Income Index Fund

$13,311

VIG

Vanguard Dividend Appreciation

$16,331

MeasureMDIVVIG

Fee0.83%0.04%

Cost on $10k a year$83$4

Yield7.54%1.49%

5 years, per year+5.9%+10.3%

3 years, per year+11.4%+18.9%

Worst drop · 1Y−6.1%−7.9%

Volatility · 1Y6.9%10.8%

3–3measures won
level

0.8%

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: MDIV, VIG

Today

0.8%most shared, MDIV and VIG

MDIVVIG

MDIV—0.8%

VIG0.8%—

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

Income After Fees on $10,000

$671most kept, MDIV

MDIV$754 − $83 = $671

VIG$149 − $4 = $145

KeptFee

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