RDIV vs VIG

ARDIV

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,113RDIV · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income3.41%RDIV · $341 on $10k

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

Held in common0.8%RDIV and VIG

RDIV

VIG

Invesco S&P Ultra Dividend Revenue ETF · $1.5BVanguard Dividend Appreciation ETF · $109B

+25.8%3 years · per year$19,892 · $16,814+18.9%

+13.8%5 years · per year$19,113 · $16,331+10.3%

0.39%Expense ratio$39 · $4 on $10k · lower wins0.04%

3.41%12-mo yield$341 · $149 on $10k1.49%

−10.7%Worst dropSmaller wins−7.9%

13.7%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRDIV · VIG

4.9%PEP0.8%

Held in common0.8%

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	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.41%	−1.1%	+23.5%	+26.0%	+25.8%	+13.8%	−10.7%	$1.5B
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	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.41%	−1.1%	+23.5%	+26.0%	+25.8%	+13.8%	−10.7%	$1.5B
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

RDIV vs VIG

RDIV

Invesco S&P Ultra Dividend Revenue

$19,113

VIG

Vanguard Dividend Appreciation

$16,331

MeasureRDIVVIG

Fee0.39%0.04%

Cost on $10k a year$39$4

Yield3.41%1.49%

5 years, per year+13.8%+10.3%

3 years, per year+25.8%+18.9%

Worst drop · 1Y−10.7%−7.9%

Volatility · 1Y13.7%10.8%

3–3measures won
level

0.8%

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: RDIV, VIG

Today

0.8%most shared, RDIV and VIG

RDIVVIG

RDIV—0.8%

VIG0.8%—

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

Income After Fees on $10,000

$302most kept, RDIV

RDIV$341 − $39 = $302

VIG$149 − $4 = $145

KeptFee

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