ROBO vs VIG

AROBO

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.8%ROBO and VIG

ROBO

VIG

ROBO Global Robotics and Automation Index ETF · $1.9BVanguard Dividend Appreciation ETF · $109B

+14.6%3 years · per year$15,059 · $16,814+18.9%

+0.4%5 years · per year$10,196 · $16,331+10.3%

0.95%Expense ratio$95 · $4 on $10k · lower wins0.04%

0.42%12-mo yield$42 · $149 on $10k1.49%

−23.8%Worst dropSmaller wins−7.9%

28.5%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROBO · VIG

1.4%QCOM0.9%

1.7%EMR0.4%

1.8%ROK0.2%

1.5%MCHP0.2%

Held in common1.8%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
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
3	AROBO	ROBO Global Robotics and Automation Index ETFRead Desk	0.95%	0.42%	−7.9%	−0.7%	+1.3%	+14.6%	+0.4%	−23.8%	$1.9B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
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
3	AROBO	ROBO Global Robotics and Automation Index ETFRead Desk	0.95%	0.42%	−7.9%	−0.7%	+1.3%	+14.6%	+0.4%	−23.8%	$1.9B

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

ROBO vs VIG

ROBO

ROBO Global Robotics and Automation Index

$10,196

VIG

Vanguard Dividend Appreciation

$16,331

MeasureROBOVIG

Fee0.95%0.04%

Cost on $10k a year$95$4

Yield0.42%1.49%

5 years, per year+0.4%+10.3%

3 years, per year+14.6%+18.9%

Worst drop · 1Y−23.8%−7.9%

Volatility · 1Y28.5%10.8%

6–0measures won
VIG first

1.8%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ROBO, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

ROBOVIGSCHD

ROBO—1.8%1.4%

VIG1.8%—14.5%

SCHD1.4%14.5%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

ROBO$42 − $95 = −$53

KeptFee

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