POWR vs VIG

APOWR

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · POWR $16,399

Lowest cost0.04%VIG · $4 on $10k

Most income6.56%POWR · $656 on $10k

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

Held in common2.8%POWR and VIG

POWR

VIG

iShares U.S. Power Infrastructure ETF · $434MVanguard Dividend Appreciation ETF · $109B

+4.5%3 years · per year$11,405 · $16,669+18.6%

+10.4%5 years · per year$16,399 · $16,243+10.2%

0.39%Expense ratio$39 · $4 on $10k · lower wins0.04%

6.56%12-mo yield$656 · $150 on $10k1.50%

−14.5%Worst dropSmaller wins−7.9%

18.6%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPOWR · VIG

5.0%ETN0.7%

6.8%NEE0.7%

2.9%AEP0.3%

2.2%ETR0.2%

Held in common2.8%

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.56%	+1.3%	+4.1%	+0.4%	+4.5%	+10.4%	−14.5%	$434M
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
4	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.56%	+1.3%	+4.1%	+0.4%	+4.5%	+10.4%	−14.5%	$434M
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
4	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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

POWR vs VIG

POWR

iShares U.S. Power Infrastructure

$16,399

VIG

Vanguard Dividend Appreciation

$16,243

MeasurePOWRVIG

Fee0.39%0.04%

Cost on $10k a year$39$4

Yield6.56%1.50%

5 years, per year+10.4%+10.2%

3 years, per year+4.5%+18.6%

Worst drop · 1Y−14.5%−7.9%

Volatility · 1Y18.6%10.8%

4–2measures won
VIG first

2.8%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX 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: POWR, VIG, SCHD, SMH

Today

14.5%most shared, VIG and SCHD

POWRVIGSCHDSMH

POWR—2.8%0.1%0.0%

VIG2.8%—14.5%10.3%

SCHD0.1%14.5%—7.9%

SMH0.0%10.3%7.9%—

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

Income After Fees on $10,000

$617most kept, POWR

POWR$656 − $39 = $617

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

SMH$24 − $35 = −$11

KeptFee

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