RAFE vs VIG

ARAFE

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,342RAFE · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.5%RAFE · worst fall in 1Y

Held in common47.2%RAFE and VIG

RAFE

VIG

PIMCO RAFI ESG U.S. ETF · $174MVanguard Dividend Appreciation ETF · $109B

+23.1%3 years · per year$18,652 · $16,814+18.9%

+11.6%5 years · per year$17,342 · $16,331+10.3%

0.29%Expense ratio$29 · $4 on $10k · lower wins0.04%

1.47%12-mo yield$147 · $149 on $10k1.49%

−7.5%Worst dropSmaller wins−7.9%

12.0%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRAFE · VIG

5.4%MSFT4.9%

5.4%AAPL4.9%

3.0%JNJ2.8%

2.4%JPM3.9%

Held in common47.2%

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	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk		0.29%	1.47%	−3.2%	+21.4%	+26.1%	+23.1%	+11.6%	−7.5%	$174M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk		0.29%	1.47%	−3.2%	+21.4%	+26.1%	+23.1%	+11.6%	−7.5%	$174M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

RAFE vs VIG

RAFE

PIMCO RAFI ESG U.S.

$17,342

VIG

Vanguard Dividend Appreciation

$16,331

MeasureRAFEVIG

Fee0.29%0.04%

Cost on $10k a year$29$4

Yield1.47%1.49%

5 years, per year+11.6%+10.3%

3 years, per year+23.1%+18.9%

Worst drop · 1Y−7.5%−7.9%

Volatility · 1Y12.0%10.8%

3–2measures won
RAFE first

47.2%

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: RAFE, VIG

Today

47.2%most shared, RAFE and VIG

RAFEVIG

RAFE—47.2%

VIG47.2%—

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

RAFE$147 − $29 = $118

KeptFee

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