MORT vs VIG5YMORTMORTAvsBVIGVIGVanEck Mortgage REIT Income ETF · $312MVanguard Dividend Appreciation ETF · $109BReturns · dividends in−0.5%3 years · per year$9,849 · $16,806+18.9%−7.4%5 years · per year$6,819 · $16,596+10.7%Cost and income0.43%Expense ratio$43 · $4 on $10k · lower wins0.04%19.90%
Overlap: MORT, VIG, SCHDToday14.5%most shared, VIG and SCHDMORTVIGSCHDMORT—0.0%0.0%VIG0.0%—14.5%SCHD0.0%14.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
MORT vs VIG5YAMORTVanEck Mortgage REIT Income$6,819vsVIGBVanguard Dividend Appreciation$16,596$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B3AMORTVanEck Mortgage REIT Income ETFReadDesk0.43%19.90%−3.1%−23.4%−21.2%−0.5%−7.4%−29.5%$312MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B3AMORTVanEck Mortgage REIT Income ETFReadDesk0.43%19.90%−3.1%−23.4%−21.2%−0.5%−7.4%−29.5%$312MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
DGRO vs VIGYTDiSharesDGROiSA+19.6%vsBVVIGVanguard+16.0%Jan 1Nov 12+19.6%+16.0%+19.6%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: MORT, VIG, SCHDToday14.5%most shared, VIG and SCHDMORTVIGSCHDMORT—0.0%0.0%VIG0.0%—14.5%SCHD0.0%14.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,947most kept, MORTMORT$1,990 − $43 = $1,947SCHD$293 − $6 = $287VIG$145 − $4 = $141KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee