MMSD vs VIG

AMMSD

BVIG

Measures won3–1MMSD wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income3.63%MMSD · $363 on $10k

Smallest drop−2.5%MMSD · worst fall in 1Y

Held in common[…]MMSD and VIG

MMSD

VIG

NYLI MacKay Muni Short Duration ETF · $87MVanguard Dividend Appreciation ETF · $109B

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

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

0.25%Expense ratio$25 · $4 on $10k · lower wins0.04%

3.63%12-mo yield$363 · $144 on $10k1.44%

−2.5%Worst dropSmaller wins−7.9%

2.2%VolatilityLower wins10.2%

3–1MMSD wins

$10,000 · 5 yearsOne scale

Shared top holdingsMMSD · VIG

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

Held in common[…]

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	AMMSD	NYLI MacKay Muni Short Duration ETFRead Desk		0.25%	3.63%	0.0%	+1.8%	+2.5%	new	new	−2.5%	$87M

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	AMMSD	NYLI MacKay Muni Short Duration ETFRead Desk		0.25%	3.63%	0.0%	+1.8%	+2.5%	new	new	−2.5%	$87M

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

MMSD vs VIG

MMSD

NYLI MacKay Muni Short Duration

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureMMSDVIG

Fee0.25%0.04%

Cost on $10k a year$25$4

Yield3.63%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−2.5%−7.9%

Volatility · 1Y2.2%10.2%

3–1measures won
MMSD first

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: MMSD, VIG

Today

[…]holdings […]

MMSDVIG

MMSD—[…]

VIG[…]—

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

Income After Fees on $10,000

$338most kept, MMSD

MMSD$363 − $25 = $338

VIG$144 − $4 = $140

KeptFee

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