QVMM vs VIG

AQVMM

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · QVMM $14,259

Lowest cost0.04%VIG · $4 on $10k

Most income1.46%VIG · $146 on $10k

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

Held in common2.9%QVMM and VIG

QVMM

VIG

Invesco S&P MidCap 400 QVM Multi-factor ETF · $414MVanguard Dividend Appreciation ETF · $109B

+17.4%3 years · per year$16,188 · $16,775+18.8%

+7.4%5 years · per year$14,259 · $16,638+10.7%

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

1.24%12-mo yield$124 · $146 on $10k1.46%

−8.4%Worst dropSmaller wins−7.9%

15.4%VolatilityLower wins11.0%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsQVMM · VIG

0.7%RGLD0.1%

0.7%RS0.1%

0.6%ITT0.1%

0.6%RGA0.1%

Held in common2.9%

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AQVMM	Invesco S&P MidCap 400 QVM Multi-factor ETFRead Desk		0.15%	1.24%	+3.2%	+14.7%	+18.6%	+17.4%	+7.4%	−8.4%	$414M

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AQVMM	Invesco S&P MidCap 400 QVM Multi-factor ETFRead Desk		0.15%	1.24%	+3.2%	+14.7%	+18.6%	+17.4%	+7.4%	−8.4%	$414M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QVMM vs VIG

QVMM

Invesco S&P MidCap 400 QVM Multi-factor

$14,260

VIG

Vanguard Dividend Appreciation

$16,638

MeasureQVMMVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.24%1.46%

5 years, per year+7.4%+10.7%

3 years, per year+17.4%+18.8%

Worst drop · 1Y−8.4%−7.9%

Volatility · 1Y15.4%11.0%

6–0measures won
VIG first

2.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: QVMM, VIG

Today

2.9%most shared, QVMM and VIG

QVMMVIG

QVMM—2.9%

VIG2.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

QVMM$124 − $15 = $109

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee