QVAL vs VIG

AQVAL

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,186QVAL · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−6.3%QVAL · worst fall in 1Y

Held in common1.3%QVAL and VIG

QVAL

VIG

Alpha Architect U.S. Quantitative Value ETF · $721MVanguard Dividend Appreciation ETF · $109B

+25.0%3 years · per year$19,526 · $17,533+20.6%

+15.1%5 years · per year$20,186 · $17,005+11.2%

0.28%Expense ratio$28 · $4 on $10k · lower wins0.04%

1.35%12-mo yield$135 · $144 on $10k1.44%

−6.3%Worst dropSmaller wins−7.9%

14.0%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQVAL · VIG

2.4%ACN0.5%

2.0%PSX0.5%

1.9%DHI0.2%

2.2%STZ0.1%

Held in common1.3%

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	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.35%	+2.1%	+35.0%	+44.1%	+25.0%	+15.1%	−6.3%	$721M
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	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.35%	+2.1%	+35.0%	+44.1%	+25.0%	+15.1%	−6.3%	$721M
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

QVAL vs VIG

QVAL

Alpha Architect U.S. Quantitative Value

$20,186

VIG

Vanguard Dividend Appreciation

$17,005

MeasureQVALVIG

Fee0.28%0.04%

Cost on $10k a year$28$4

Yield1.35%1.44%

5 years, per year+15.1%+11.2%

3 years, per year+25.0%+20.6%

Worst drop · 1Y−6.3%−7.9%

Volatility · 1Y14.0%10.2%

3–3measures won
level

1.3%

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: QVAL, VIG

Today

1.3%most shared, QVAL and VIG

QVALVIG

QVAL—1.3%

VIG1.3%—

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

QVAL$135 − $28 = $107

KeptFee

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