RSSL vs VIG · Compare Desk

AVIG

BVUG

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common26.4%VIG and VUG

VIG vs VUG

VIG

VUG

Vanguard Dividend Appreciation ETF · $109BVanguard Morningstar Growth ETF · $233B

+18.6%3 years · per year$16,669 · $18,415+22.6%

+10.2%5 years · per year$16,243 · $16,124+10.0%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.50%12-mo yield$150 · $42 on $10k0.42%

−7.9%Worst dropSmaller wins−15.1%

10.8%VolatilityLower wins19.0%

4–2VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · VUG

4.9%MSFT9.7%

4.9%AAPL12.5%

4.3%AVGO4.3%

4.1%LLY2.6%

Held in common26.4%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

VIG vs VUG

VIG

Vanguard Dividend Appreciation

$16,243

VUG

Vanguard Morningstar Growth

$16,124

MeasureVIGVUG

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.50%0.42%

5 years, per year+10.2%+10.0%

3 years, per year+18.6%+22.6%

Worst drop · 1Y−7.9%−15.1%

Volatility · 1Y10.8%19.0%

4–2measures won
VIG first

26.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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%

$44.7BAssets$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: VIG, VUG, SCHD

Today

26.4%most shared, VIG and VUG

VIGVUGSCHD

VIG—26.4%14.5%

VUG26.4%—0.8%

SCHD14.5%0.8%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

VUG$42 − $3 = $39

KeptFee

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