MUNA vs VIG

AMUNA

BVIG

Measures won3–1MUNA wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.28%MUNA · $228 on $10k

Smallest drop−2.1%MUNA · worst fall in 1Y

Held in common[…]MUNA and VIG

MUNA

VIG

Northern Trust 2030 Tax-Exempt Distributing Ladder ETF · $8MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.18%Expense ratio$18 · $4 on $10k · lower wins0.04%

2.28%12-mo yield$228 · $150 on $10k1.50%

−2.1%Worst dropSmaller wins−7.9%

2.6%VolatilityLower wins10.8%

3–1MUNA wins

$10,000 · 5 yearsOne scale

Shared top holdingsMUNA · VIG

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

Held in common[…]

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AMUNA	Northern Trust 2030 Tax-Exempt Distributing Ladder ETFRead Desk		0.18%	2.28%	−0.1%	+2.0%	+2.6%	new	new	−2.1%	$8M

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AMUNA	Northern Trust 2030 Tax-Exempt Distributing Ladder ETFRead Desk		0.18%	2.28%	−0.1%	+2.0%	+2.6%	new	new	−2.1%	$8M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MUNA vs VIG

MUNA

Northern Trust 2030 Tax-Exempt Distributing Ladder

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureMUNAVIG

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield2.28%1.50%

5 years, per year[…]+10.2%

3 years, per year[…]+18.6%

Worst drop · 1Y−2.1%−7.9%

Volatility · 1Y2.6%10.8%

3–1measures won
MUNA first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MUNA, VIG

Today

[…]holdings […]

MUNAVIG

MUNA—[…]

VIG[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$210most kept, MUNA

MUNA$228 − $18 = $210

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee