SDY vs VIG

ASDY

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · SDY $14,895

Lowest cost0.04%VIG · $4 on $10k

Most income2.35%SDY · $235 on $10k

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

Held in common27.5%SDY and VIG

SDY

VIG

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

+15.8%3 years · per year$15,512 · $16,669+18.6%

+8.3%5 years · per year$14,895 · $16,243+10.2%

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

2.35%12-mo yield$235 · $150 on $10k1.50%

−7.7%Worst dropSmaller wins−7.9%

11.6%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 common27.5%

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	ASDY	State Street SPDR S&P Dividend ETFRead Desk		0.35%	2.35%	−1.1%	+17.8%	+20.9%	+15.8%	+8.3%	−7.7%	$22.8B

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	ASDY	State Street SPDR S&P Dividend ETFRead Desk		0.35%	2.35%	−1.1%	+17.8%	+20.9%	+15.8%	+8.3%	−7.7%	$22.8B

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

SDY vs VIG

SDY

SPDR S&P Dividend

$14,895

VIG

Vanguard Dividend Appreciation

$16,243

MeasureSDYVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield2.35%1.50%

5 years, per year+8.3%+10.2%

3 years, per year+15.8%+18.6%

Worst drop · 1Y−7.7%−7.9%

Volatility · 1Y11.6%10.8%

4–2measures won
VIG first

27.5%

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%

$44.7BAssets$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: SDY, VIG

Today

27.5%most shared, SDY and VIG

SDYVIG

SDY—27.5%

VIG27.5%—

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

Income After Fees on $10,000

$200most kept, SDY

SDY$235 − $35 = $200

VIG$150 − $4 = $146

KeptFee

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