VIG vs DES

AVIG

BDES

Measures won5–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · DES $13,827

Lowest cost0.04%VIG · $4 on $10k

Most income5.14%NETL · $514 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.7%VIG and DES

VIG

DES

Vanguard Dividend Appreciation ETF · $109BWisdomTree U.S. SmallCap Dividend Fund · $2.1B

+18.8%3 years · per year$16,775 · $15,261+15.1%

+10.7%5 years · per year$16,638 · $13,827+6.7%

0.04%Expense ratio$4 · $38 on $10k · lower wins0.38%

1.46%12-mo yield$146 · $229 on $10k2.29%

−7.9%Worst dropSmaller wins−8.7%

11.0%VolatilityLower wins14.7%

5–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · DES

0.0%AVT0.8%

0.0%MATX0.4%

0.0%CNO0.3%

0.0%BC0.5%

Held in common0.7%

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BDES	WisdomTree U.S. SmallCap Dividend FundRead Desk	0.38%	2.29%	+2.3%	+19.8%	+23.9%	+15.1%	+6.7%	−8.7%	$2.1B
3	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BDES	WisdomTree U.S. SmallCap Dividend FundRead Desk	0.38%	2.29%	+2.3%	+19.8%	+23.9%	+15.1%	+6.7%	−8.7%	$2.1B
3	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

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

VIG vs DES

VIG

Vanguard Dividend Appreciation

$16,638

DES

WisdomTree U.S. SmallCap Dividend Fund

$13,827

MeasureVIGDES

Fee0.04%0.38%

Cost on $10k a year$4$38

Yield1.46%2.29%

5 years, per year+10.7%+6.7%

3 years, per year+18.8%+15.1%

Worst drop · 1Y−7.9%−8.7%

Volatility · 1Y11.0%14.7%

5–1measures won
VIG first

0.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$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

Overlap: NETL, DES, VIG

Today

2.0%most shared, NETL and DES

NETLDESVIG

NETL—2.0%0.0%

DES2.0%—0.7%

VIG0.0%0.7%—

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

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

DES$229 − $38 = $191

VIG$146 − $4 = $142

KeptFee

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