SFY vs VIG

ASFY

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,394SFY · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common34.8%SFY and VIG

SFY

VIG

SoFi Select 500 ETF · $682MVanguard Dividend Appreciation ETF · $109B

+25.0%3 years · per year$19,516 · $16,814+18.9%

+11.7%5 years · per year$17,394 · $16,331+10.3%

0.19%Expense ratio$19 · $4 on $10k · lower wins0.04%

0.89%12-mo yield$89 · $149 on $10k1.49%

−10.8%Worst dropSmaller wins−7.9%

17.7%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSFY · VIG

5.1%AAPL4.9%

4.3%MSFT4.9%

3.2%AVGO4.3%

2.2%LLY4.1%

Held in common34.8%

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	ASFY	SoFi Select 500 ETFRead Desk		0.19%	0.89%	−6.2%	+6.6%	+6.9%	+25.0%	+11.7%	−10.8%	$682M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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	ASFY	SoFi Select 500 ETFRead Desk		0.19%	0.89%	−6.2%	+6.6%	+6.9%	+25.0%	+11.7%	−10.8%	$682M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

SFY vs VIG

SFY

SoFi Select 500

$17,394

VIG

Vanguard Dividend Appreciation

$16,331

MeasureSFYVIG

Fee0.19%0.04%

Cost on $10k a year$19$4

Yield0.89%1.49%

5 years, per year+11.7%+10.3%

3 years, per year+25.0%+18.9%

Worst drop · 1Y−10.8%−7.9%

Volatility · 1Y17.7%10.8%

4–2measures won
VIG first

34.8%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SFY, VIG

Today

34.8%most shared, SFY and VIG

SFYVIG

SFY—34.8%

VIG34.8%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SFY$89 − $19 = $70

KeptFee

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