MDPL vs VIG

AMDPL

BVIG

Measures won0–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common2.0%MDPL and VIG

MDPL

VIG

Monarch Dividend Plus ETF · $62MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

1.19%Expense ratio$119 · $4 on $10k · lower wins0.04%

1.31%12-mo yield$131 · $144 on $10k1.44%

−12.4%Worst dropSmaller wins−7.9%

17.4%VolatilityLower wins10.2%

0–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsMDPL · VIG

3.6%ACN0.5%

3.5%MRSH0.4%

3.4%INTU0.3%

3.3%BDX0.2%

Held in common2.0%

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

Both

5Y2 funds

#			Trend
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	AMDPL	Monarch Dividend Plus ETFRead Desk		1.19%	1.31%	+1.5%	+16.7%	+23.7%	new	new	−12.4%	$62M

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AMDPL	Monarch Dividend Plus ETFRead Desk		1.19%	1.31%	+1.5%	+16.7%	+23.7%	new	new	−12.4%	$62M

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

MDPL vs VIG

MDPL

Monarch Dividend Plus

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureMDPLVIG

Fee1.19%0.04%

Cost on $10k a year$119$4

Yield1.31%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−12.4%−7.9%

Volatility · 1Y17.4%10.2%

4–0measures won
VIG first

2.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: MDPL, VIG

Today

2.0%most shared, MDPL and VIG

MDPLVIG

MDPL—2.0%

VIG2.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

MDPL$131 − $119 = $12

KeptFee

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