MDYV vs VIG

AMDYV

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · MDYV $14,596

Lowest cost0.04%VIG · $4 on $10k

Most income1.72%MDYV · $172 on $10k

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

Held in common2.5%MDYV and VIG

MDYV

VIG

State Street SPDR S&P 400 Mid Cap Value ETF · $2.8BVanguard Dividend Appreciation ETF · $109B

+16.8%3 years · per year$15,954 · $16,814+18.9%

+7.9%5 years · per year$14,596 · $16,331+10.3%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

1.72%12-mo yield$172 · $149 on $10k1.49%

−10.5%Worst dropSmaller wins−7.9%

14.3%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsMDYV · VIG

1.3%RS0.1%

1.0%RGA0.1%

0.3%LECO0.1%

0.4%RNR0.1%

Held in common2.5%

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	AMDYV	State Street SPDR S&P 400 Mid Cap Value ETFRead Desk		0.15%	1.72%	−3.3%	+10.4%	+14.9%	+16.8%	+7.9%	−10.5%	$2.8B

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	AMDYV	State Street SPDR S&P 400 Mid Cap Value ETFRead Desk		0.15%	1.72%	−3.3%	+10.4%	+14.9%	+16.8%	+7.9%	−10.5%	$2.8B

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

MDYV vs VIG

MDYV

SPDR S&P 400 Mid Cap Value

$14,595

VIG

Vanguard Dividend Appreciation

$16,331

MeasureMDYVVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.72%1.49%

5 years, per year+7.9%+10.3%

3 years, per year+16.8%+18.9%

Worst drop · 1Y−10.5%−7.9%

Volatility · 1Y14.3%10.8%

5–1measures won
VIG first

2.5%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MDYV, VIG

Today

2.5%most shared, MDYV and VIG

MDYVVIG

MDYV—2.5%

VIG2.5%—

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

Income After Fees on $10,000

$157most kept, MDYV

MDYV$172 − $15 = $157

VIG$149 − $4 = $145

KeptFee

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