NEAR vs VIG

ANEAR

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,243VIG · NEAR $12,184

Lowest cost0.04%VIG · $4 on $10k

Most income4.51%NEAR · $451 on $10k

Smallest drop−1.1%NEAR · worst fall in 1Y

Held in common[…]NEAR and VIG

NEAR

VIG

iShares Short Duration Bond Active ETF · $5.2BVanguard Dividend Appreciation ETF · $109B

+5.1%3 years · per year$11,595 · $16,669+18.6%

+4.0%5 years · per year$12,184 · $16,243+10.2%

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

4.51%12-mo yield$451 · $150 on $10k1.50%

−1.1%Worst dropSmaller wins−7.9%

1.4%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsNEAR · 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	ANEAR	iShares Short Duration Bond Active ETFRead Desk		0.25%	4.51%	0.0%	+1.6%	+2.5%	+5.1%	+4.0%	−1.1%	$5.2B

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	ANEAR	iShares Short Duration Bond Active ETFRead Desk		0.25%	4.51%	0.0%	+1.6%	+2.5%	+5.1%	+4.0%	−1.1%	$5.2B

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

NEAR vs VIG

NEAR

iShares Short Duration Bond Active

$12,184

VIG

Vanguard Dividend Appreciation

$16,243

MeasureNEARVIG

Fee0.25%0.04%

Cost on $10k a year$25$4

Yield4.51%1.50%

5 years, per year+4.0%+10.2%

3 years, per year+5.1%+18.6%

Worst drop · 1Y−1.1%−7.9%

Volatility · 1Y1.4%10.8%

3–3measures won
level

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%

$44.7BAssets$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: NEAR, VIG

Today

[…]holdings […]

NEARVIG

NEAR—[…]

VIG[…]—

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

Income After Fees on $10,000

$426most kept, NEAR

NEAR$451 − $25 = $426

VIG$150 − $4 = $146

KeptFee

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