SDY vs VIG

ASDY

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · SDY $15,022

Lowest cost0.04%VIG · $4 on $10k

Most income2.32%SDY · $232 on $10k

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

Held in common27.7%SDY and VIG

SDY

VIG

State Street SPDR S&P Dividend ETF · $22.8BVanguard Dividend Appreciation ETF · $109B

+16.3%3 years · per year$15,723 · $16,814+18.9%

+8.5%5 years · per year$15,022 · $16,331+10.3%

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

2.32%12-mo yield$232 · $149 on $10k1.49%

−7.7%Worst dropSmaller wins−7.9%

11.5%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDY · VIG

1.4%PG1.5%

1.2%ABBV2.0%

1.1%KO1.5%

1.0%XOM3.0%

Held in common27.7%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ASDY	State Street SPDR S&P Dividend ETFRead Desk		0.35%	2.32%	−1.4%	+19.1%	+22.7%	+16.3%	+8.5%	−7.7%	$22.8B

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ASDY	State Street SPDR S&P Dividend ETFRead Desk		0.35%	2.32%	−1.4%	+19.1%	+22.7%	+16.3%	+8.5%	−7.7%	$22.8B

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

SDY vs VIG

SDY

SPDR S&P Dividend

$15,022

VIG

Vanguard Dividend Appreciation

$16,331

MeasureSDYVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield2.32%1.49%

5 years, per year+8.5%+10.3%

3 years, per year+16.3%+18.9%

Worst drop · 1Y−7.7%−7.9%

Volatility · 1Y11.5%10.8%

4–2measures won
VIG first

27.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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

Overlap: SDY, VIG

Today

27.7%most shared, SDY and VIG

SDYVIG

SDY—27.7%

VIG27.7%—

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

Income After Fees on $10,000

$197most kept, SDY

SDY$232 − $35 = $197

VIG$149 − $4 = $145

KeptFee

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