QUAL vs VIG

AQUAL

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,737QUAL · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income1.47%VIG · $147 on $10k

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

Held in common42.2%QUAL and VIG

QUAL

VIG

iShares MSCI USA Quality Factor ETF · $48.0BVanguard Dividend Appreciation ETF · $109B

+21.4%3 years · per year$17,912 · $17,369+20.2%

+10.8%5 years · per year$16,737 · $16,495+10.5%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

0.85%12-mo yield$85 · $147 on $10k1.47%

−9.0%Worst dropSmaller wins−7.9%

11.9%VolatilityLower wins10.0%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsQUAL · VIG

8.0%MSFT4.9%

7.4%AAPL4.9%

4.5%LLY4.1%

2.6%XOM3.0%

Held in common42.2%

End-of-day Nov 3, 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	AQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.85%	0.0%	+12.4%	+14.1%	+21.4%	+10.8%	−9.0%	$48.0B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B

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

Both

5Y2 funds

#			Trend
1	AQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.85%	0.0%	+12.4%	+14.1%	+21.4%	+10.8%	−9.0%	$48.0B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B

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

Cards for this view

QUAL vs VIG

QUAL

iShares MSCI USA Quality Factor

$16,737

VIG

Vanguard Dividend Appreciation

$16,495

MeasureQUALVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.85%1.47%

5 years, per year+10.8%+10.5%

3 years, per year+21.4%+20.2%

Worst drop · 1Y−9.0%−7.9%

Volatility · 1Y11.9%10.0%

4–2measures won
VIG first

42.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: QUAL, VIG

Today

42.2%most shared, QUAL and VIG

QUALVIG

QUAL—42.2%

VIG42.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

QUAL$85 − $15 = $70

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee