RFG vs VIG

ARFG

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · RFG $11,651

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 common0.4%RFG and VIG

RFG

VIG

Invesco S&P MidCap 400 Pure Growth ETF · $318MVanguard Dividend Appreciation ETF · $109B

+13.3%3 years · per year$14,553 · $16,814+18.9%

+3.1%5 years · per year$11,651 · $16,331+10.3%

0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%

0.12%12-mo yield$12 · $149 on $10k1.49%

−16.8%Worst dropSmaller wins−7.9%

21.2%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFG · VIG

1.2%RGLD0.1%

0.8%ITT0.1%

0.7%RBA0.1%

0.7%BWXT0.1%

Held in common0.4%

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	ARFG	Invesco S&P MidCap 400 Pure Growth ETFRead Desk		0.35%	0.12%	−5.2%	+2.6%	+5.5%	+13.3%	+3.1%	−16.8%	$318M

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	ARFG	Invesco S&P MidCap 400 Pure Growth ETFRead Desk		0.35%	0.12%	−5.2%	+2.6%	+5.5%	+13.3%	+3.1%	−16.8%	$318M

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

RFG vs VIG

RFG

Invesco S&P MidCap 400 Pure Growth

$11,652

VIG

Vanguard Dividend Appreciation

$16,331

MeasureRFGVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield0.12%1.49%

5 years, per year+3.1%+10.3%

3 years, per year+13.3%+18.9%

Worst drop · 1Y−16.8%−7.9%

Volatility · 1Y21.2%10.8%

6–0measures won
VIG first

0.4%

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: RFG, VIG

Today

0.4%most shared, RFG and VIG

RFGVIG

RFG—0.4%

VIG0.4%—

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

RFG$12 − $35 = −$23

KeptFee

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