RLY vs VIG

ARLY

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · RLY $15,773

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%RLY · $296 on $10k

Smallest drop−7.6%RLY · worst fall in 1Y

Held in common0.0%RLY and VIG

RLY

VIG

State Street Multi-Asset Real Return ETF · $1.4BVanguard Dividend Appreciation ETF · $109B

+15.1%3 years · per year$15,231 · $16,814+18.9%

+9.5%5 years · per year$15,773 · $16,331+10.3%

0.50%Expense ratio$50 · $4 on $10k · lower wins0.04%

2.96%12-mo yield$296 · $149 on $10k1.49%

−7.6%Worst dropSmaller wins−7.9%

10.8%VolatilityLower wins10.8%

2–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsRLY · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	ARLY	State Street Multi-Asset Real Return ETFRead Desk		0.50%	2.96%	−0.9%	+16.8%	+22.3%	+15.1%	+9.5%	−7.6%	$1.4B

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	ARLY	State Street Multi-Asset Real Return ETFRead Desk		0.50%	2.96%	−0.9%	+16.8%	+22.3%	+15.1%	+9.5%	−7.6%	$1.4B

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

RLY vs VIG

RLY

Multi-Asset Real Return

$15,773

VIG

Vanguard Dividend Appreciation

$16,331

MeasureRLYVIG

Fee0.50%0.04%

Cost on $10k a year$50$4

Yield2.96%1.49%

5 years, per year+9.5%+10.3%

3 years, per year+15.1%+18.9%

Worst drop · 1Y−7.6%−7.9%

Volatility · 1Y10.8%10.8%

3–2measures won
VIG first

0.0%

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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RLY, VIG

Today

0.0%most shared, RLY and VIG

RLYVIG

RLY—0.0%

VIG0.0%—

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

Income After Fees on $10,000

$246most kept, RLY

RLY$296 − $50 = $246

VIG$149 − $4 = $145

KeptFee

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