SHAG vs VIG

ASHAG

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,243VIG · SHAG $10,946

Lowest cost0.04%VIG · $4 on $10k

Most income4.31%SHAG · $431 on $10k

Smallest drop−1.8%SHAG · worst fall in 1Y

Held in common[…]SHAG and VIG

SHAG

VIG

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund · $75MVanguard Dividend Appreciation ETF · $109B

+4.8%3 years · per year$11,526 · $16,669+18.6%

+1.8%5 years · per year$10,946 · $16,243+10.2%

0.12%Expense ratio$12 · $4 on $10k · lower wins0.04%

4.31%12-mo yield$431 · $150 on $10k1.50%

−1.8%Worst dropSmaller wins−7.9%

2.0%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSHAG · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	ASHAG	WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond FundRead Desk		0.12%	4.31%	−0.1%	+1.1%	+1.9%	+4.8%	+1.8%	−1.8%	$75M

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	ASHAG	WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond FundRead Desk		0.12%	4.31%	−0.1%	+1.1%	+1.9%	+4.8%	+1.8%	−1.8%	$75M

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

SHAG vs VIG

SHAG

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund

$10,946

VIG

Vanguard Dividend Appreciation

$16,243

MeasureSHAGVIG

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield4.31%1.50%

5 years, per year+1.8%+10.2%

3 years, per year+4.8%+18.6%

Worst drop · 1Y−1.8%−7.9%

Volatility · 1Y2.0%10.8%

3–3measures won
level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SHAG, VIG

Today

[…]holdings […]

SHAGVIG

SHAG—[…]

VIG[…]—

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

Income After Fees on $10,000

$419most kept, SHAG

SHAG$431 − $12 = $419

VIG$150 − $4 = $146

KeptFee

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