NBCR vs VIG

ANBCR

BVIG

Measures won0–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common39.3%NBCR and VIG

NBCR

VIG

Neuberger Berman Core Equity ETF · $814MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

0.52%Expense ratio$52 · $4 on $10k · lower wins0.04%

0.42%12-mo yield$42 · $146 on $10k1.46%

−10.4%Worst dropSmaller wins−7.9%

13.1%VolatilityLower wins11.0%

0–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNBCR · VIG

6.4%MSFT4.9%

7.4%AAPL4.9%

1.7%LLY4.1%

1.6%AVGO4.3%

Held in common39.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ANBCR	Neuberger Berman Core Equity ETFRead Desk	0.52%	0.42%	+2.2%	+7.1%	+9.1%	new	new	−10.4%	$814M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ANBCR	Neuberger Berman Core Equity ETFRead Desk	0.52%	0.42%	+2.2%	+7.1%	+9.1%	new	new	−10.4%	$814M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NBCR vs VIG

NBCR

Neuberger Berman Core Equity

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureNBCRVIG

Fee0.52%0.04%

Cost on $10k a year$52$4

Yield0.42%1.46%

5 years, per year[…]+10.7%

3 years, per year[…]+18.8%

Worst drop · 1Y−10.4%−7.9%

Volatility · 1Y13.1%11.0%

4–0measures won
VIG first

39.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: NBCR, VIG, SCHD

Today

39.3%most shared, NBCR and VIG

NBCRVIGSCHD

NBCR—39.3%7.9%

VIG39.3%—14.5%

SCHD7.9%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

NBCR$42 − $52 = −$10

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee