NZAC vs VIG

ANZAC

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · NZAC $14,796

Lowest cost0.04%VIG · $4 on $10k

Most income2.11%NZAC · $211 on $10k

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

Held in common28.7%NZAC and VIG

NZAC

VIG

State Street SPDR MSCI ACWI Climate Paris Aligned ETF · $195MVanguard Dividend Appreciation ETF · $109B

+19.4%3 years · per year$17,009 · $16,669+18.6%

+8.2%5 years · per year$14,796 · $16,243+10.2%

0.12%Expense ratio$12 · $4 on $10k · lower wins0.04%

2.11%12-mo yield$211 · $150 on $10k1.50%

−10.1%Worst dropSmaller wins−7.9%

15.0%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsNZAC · VIG

5.7%AAPL4.9%

4.4%MSFT4.9%

1.5%AVGO4.3%

1.4%LLY4.1%

Held in common28.7%

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	ANZAC	State Street SPDR MSCI ACWI Climate Paris Aligned ETFRead Desk		0.12%	2.11%	+0.2%	+4.9%	+5.9%	+19.4%	+8.2%	−10.1%	$195M

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	ANZAC	State Street SPDR MSCI ACWI Climate Paris Aligned ETFRead Desk		0.12%	2.11%	+0.2%	+4.9%	+5.9%	+19.4%	+8.2%	−10.1%	$195M

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

NZAC vs VIG

NZAC

SPDR MSCI ACWI Climate Paris Aligned

$14,796

VIG

Vanguard Dividend Appreciation

$16,243

MeasureNZACVIG

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield2.11%1.50%

5 years, per year+8.2%+10.2%

3 years, per year+19.4%+18.6%

Worst drop · 1Y−10.1%−7.9%

Volatility · 1Y15.0%10.8%

4–2measures won
VIG first

28.7%

holdings shared

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: NZAC, VIG

Today

28.7%most shared, NZAC and VIG

NZACVIG

NZAC—28.7%

VIG28.7%—

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

Income After Fees on $10,000

$199most kept, NZAC

NZAC$211 − $12 = $199

VIG$150 − $4 = $146

KeptFee

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