SFGV vs VIG

ASFGV

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.24%SFGV · $224 on $10k

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

Held in common20.4%SFGV and VIG

SFGV

VIG

Sequoia Global Value ETF · $1.2BVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,814+18.9%

[…]5 years · per year[…] · $16,331+10.3%

0.38%Expense ratio$38 · $4 on $10k · lower wins0.04%

2.24%12-mo yield$224 · $149 on $10k1.49%

−8.4%Worst dropSmaller wins−7.9%

11.5%VolatilityLower wins10.8%

1–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSFGV · VIG

1.3%AAPL4.9%

1.1%MRK1.6%

1.0%ABBV2.0%

1.0%QCOM0.9%

Held in common20.4%

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	ASFGV	Sequoia Global Value ETFRead Desk		0.38%	2.24%	−2.6%	+14.7%	+19.2%	new	new	−8.4%	$1.2B

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	ASFGV	Sequoia Global Value ETFRead Desk		0.38%	2.24%	−2.6%	+14.7%	+19.2%	new	new	−8.4%	$1.2B

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

SFGV vs VIG

SFGV

Sequoia Global Value

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureSFGVVIG

Fee0.38%0.04%

Cost on $10k a year$38$4

Yield2.24%1.49%

5 years, per year[…]+10.3%

3 years, per year[…]+18.9%

Worst drop · 1Y−8.4%−7.9%

Volatility · 1Y11.5%10.8%

3–1measures won
VIG first

20.4%

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: SFGV, VIG

Today

20.4%most shared, SFGV and VIG

SFGVVIG

SFGV—20.4%

VIG20.4%—

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

Income After Fees on $10,000

$186most kept, SFGV

SFGV$224 − $38 = $186

VIG$149 − $4 = $145

KeptFee

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