QDEF vs VIG

AQDEF

BVIG

Measures won5–1QDEF wins · of 6 · 5Y

$10,000 · 5Y$18,253QDEF · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.55%QDEF · $155 on $10k

Smallest drop−7.0%QDEF · worst fall in 1Y

Held in common33.3%QDEF and VIG

QDEF

VIG

Northern Trust Quality Dividend Defensive ETF · $557MVanguard Dividend Appreciation ETF · $109B

+22.2%3 years · per year$18,267 · $17,533+20.6%

+12.8%5 years · per year$18,253 · $17,005+11.2%

0.40%Expense ratio$40 · $4 on $10k · lower wins0.04%

1.55%12-mo yield$155 · $144 on $10k1.44%

−7.0%Worst dropSmaller wins−7.9%

9.7%VolatilityLower wins10.2%

5–1QDEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsQDEF · VIG

8.8%AAPL4.9%

4.5%MSFT4.9%

2.8%JNJ2.8%

2.5%AVGO4.3%

Held in common33.3%

End-of-day Nov 4, 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	AQDEF	Northern Trust Quality Dividend Defensive ETFRead Desk		0.40%	1.55%	+1.5%	+14.3%	+16.7%	+22.2%	+12.8%	−7.0%	$557M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AQDEF	Northern Trust Quality Dividend Defensive ETFRead Desk		0.40%	1.55%	+1.5%	+14.3%	+16.7%	+22.2%	+12.8%	−7.0%	$557M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QDEF vs VIG

QDEF

Northern Trust Quality Dividend Defensive

$18,253

VIG

Vanguard Dividend Appreciation

$17,005

MeasureQDEFVIG

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield1.55%1.44%

5 years, per year+12.8%+11.2%

3 years, per year+22.2%+20.6%

Worst drop · 1Y−7.0%−7.9%

Volatility · 1Y9.7%10.2%

5–1measures won
QDEF first

33.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: QDEF, VIG

Today

33.3%most shared, QDEF and VIG

QDEFVIG

QDEF—33.3%

VIG33.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

QDEF$155 − $40 = $115

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee