SDSI vs VIG

ASDSI

BVIG

Measures won3–2SDSI wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income4.79%SDSI · $479 on $10k

Smallest drop−1.2%SDSI · worst fall in 1Y

Held in common[…]SDSI and VIG

SDSI

VIG

American Century Short Duration Strategic Income ETF · $354MVanguard Dividend Appreciation ETF · $109B

+5.6%3 years · per year$11,788 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.32%Expense ratio$32 · $4 on $10k · lower wins0.04%

4.79%12-mo yield$479 · $150 on $10k1.50%

−1.2%Worst dropSmaller wins−7.9%

1.6%VolatilityLower wins10.8%

3–2SDSI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDSI · VIG

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

Held in common[…]

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ASDSI	American Century Short Duration Strategic Income ETFRead Desk		0.32%	4.79%	−0.1%	+2.0%	+3.0%	+5.6%	new	−1.2%	$354M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ASDSI	American Century Short Duration Strategic Income ETFRead Desk		0.32%	4.79%	−0.1%	+2.0%	+3.0%	+5.6%	new	−1.2%	$354M

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

SDSI vs VIG

SDSI

American Century Short Duration Strategic Income

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureSDSIVIG

Fee0.32%0.04%

Cost on $10k a year$32$4

Yield4.79%1.50%

5 years, per year[…]+10.2%

3 years, per year+5.6%+18.6%

Worst drop · 1Y−1.2%−7.9%

Volatility · 1Y1.6%10.8%

3–2measures won
SDSI first

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%

$44.7BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SDSI, VIG

Today

[…]holdings […]

SDSIVIG

SDSI—[…]

VIG[…]—

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

Income After Fees on $10,000

$447most kept, SDSI

SDSI$479 − $32 = $447

VIG$150 − $4 = $146

KeptFee

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