SDVY vs VIG · Compare Desk

AVIG

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749VOO · VIG $16,495

Lowest cost0.03%VOO · $3 on $10k

Most income1.47%VIG · $147 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common40.3%VIG and VOO

VIG vs VOO

VIG

VOO

Vanguard Dividend Appreciation ETF · $109BVanguard S&P 500 ETF · $1.00T

+20.2%3 years · per year$17,369 · $19,094+24.1%

+10.5%5 years · per year$16,495 · $17,749+12.2%

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

1.47%12-mo yield$147 · $107 on $10k1.07%

−7.9%Worst dropSmaller wins−8.9%

10.0%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · VOO

4.9%MSFT5.8%

4.9%AAPL7.4%

4.3%AVGO2.5%

4.1%LLY1.4%

Held in common40.3%

End-of-day Nov 3, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B

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

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B

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

Cards for this view

VIG vs VOO

VIG

Vanguard Dividend Appreciation

$16,495

VOO

Vanguard S&P 500

$17,749

MeasureVIGVOO

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.47%1.07%

5 years, per year+10.5%+12.2%

3 years, per year+20.2%+24.1%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y10.0%12.7%

3–3measures won
level

40.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

Overlap: VIG, VOO

Today

40.3%most shared, VIG and VOO

VIGVOO

VIG—40.3%

VOO40.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee