QVMS vs VIG

AQVMS

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · QVMS $13,816

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common0.6%QVMS and VIG

QVMS

VIG

Invesco S&P SmallCap 600 QVM Multi-factor ETF · $243MVanguard Dividend Appreciation ETF · $109B

+17.8%3 years · per year$16,359 · $16,814+18.9%

+6.7%5 years · per year$13,816 · $16,331+10.3%

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

1.29%12-mo yield$129 · $149 on $10k1.49%

−9.7%Worst dropSmaller wins−7.9%

16.6%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsQVMS · VIG

0.4%MATX0.0%

0.4%NPO0.0%

0.5%POOL0.0%

0.4%MKTX0.0%

Held in common0.6%

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AQVMS	Invesco S&P SmallCap 600 QVM Multi-factor ETFRead Desk		0.15%	1.29%	−3.6%	+16.1%	+20.0%	+17.8%	+6.7%	−9.7%	$243M

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AQVMS	Invesco S&P SmallCap 600 QVM Multi-factor ETFRead Desk		0.15%	1.29%	−3.6%	+16.1%	+20.0%	+17.8%	+6.7%	−9.7%	$243M

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

Cards for this view

QVMS vs VIG

QVMS

Invesco S&P SmallCap 600 QVM Multi-factor

$13,816

VIG

Vanguard Dividend Appreciation

$16,331

MeasureQVMSVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.29%1.49%

5 years, per year+6.7%+10.3%

3 years, per year+17.8%+18.9%

Worst drop · 1Y−9.7%−7.9%

Volatility · 1Y16.6%10.8%

6–0measures won
VIG first

0.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: QVMS, VIG

Today

0.6%most shared, QVMS and VIG

QVMSVIG

QVMS—0.6%

VIG0.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

QVMS$129 − $15 = $114

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee