RPV vs VIG

ARPV

BVIG

Measures won4–2RPV wins · of 6 · 5Y

$10,000 · 5Y$17,138RPV · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income2.10%RPV · $210 on $10k

Smallest drop−7.7%RPV · worst fall in 1Y

Held in common6.2%RPV and VIG

RPV

VIG

Invesco S&P 500 Pure Value ETF · $1.8BVanguard Dividend Appreciation ETF · $109B

+22.7%3 years · per year$18,487 · $16,669+18.6%

+11.4%5 years · per year$17,138 · $16,243+10.2%

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

2.10%12-mo yield$210 · $150 on $10k1.50%

−7.7%Worst dropSmaller wins−7.9%

12.2%VolatilityLower wins10.8%

4–2RPV wins

$10,000 · 5 yearsOne scale

Shared top holdingsRPV · VIG

0.6%UNH1.5%

0.5%XOM3.0%

0.5%CB0.5%

1.9%PSX0.5%

Held in common6.2%

End-of-day Nov 6, 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	ARPV	Invesco S&P 500 Pure Value ETFRead Desk		0.35%	2.10%	−0.7%	+18.4%	+24.4%	+22.7%	+11.4%	−7.7%	$1.8B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ARPV	Invesco S&P 500 Pure Value ETFRead Desk		0.35%	2.10%	−0.7%	+18.4%	+24.4%	+22.7%	+11.4%	−7.7%	$1.8B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RPV vs VIG

RPV

Invesco S&P 500 Pure Value

$17,138

VIG

Vanguard Dividend Appreciation

$16,243

MeasureRPVVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield2.10%1.50%

5 years, per year+11.4%+10.2%

3 years, per year+22.7%+18.6%

Worst drop · 1Y−7.7%−7.9%

Volatility · 1Y12.2%10.8%

4–2measures won
RPV first

6.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: RPV, VIG

Today

6.2%most shared, RPV and VIG

RPVVIG

RPV—6.2%

VIG6.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$175most kept, RPV

RPV$210 − $35 = $175

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee