SHE vs VIG

ASHE

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · SHE $14,770

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 common37.6%SHE and VIG

SHE

VIG

State Street SPDR MSCI USA Gender Diversity ETF · $344MVanguard Dividend Appreciation ETF · $109B

+22.1%3 years · per year$18,184 · $16,814+18.9%

+8.1%5 years · per year$14,770 · $16,331+10.3%

0.20%Expense ratio$20 · $4 on $10k · lower wins0.04%

1.19%12-mo yield$119 · $149 on $10k1.49%

−8.6%Worst dropSmaller wins−7.9%

14.9%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHE · VIG

5.3%MSFT4.9%

3.5%JPM3.9%

1.9%JNJ2.8%

1.9%XOM3.0%

Held in common37.6%

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	ASHE	State Street SPDR MSCI USA Gender Diversity ETFRead Desk		0.20%	1.19%	−4.6%	+12.5%	+15.2%	+22.1%	+8.1%	−8.6%	$344M

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	ASHE	State Street SPDR MSCI USA Gender Diversity ETFRead Desk		0.20%	1.19%	−4.6%	+12.5%	+15.2%	+22.1%	+8.1%	−8.6%	$344M

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

SHE vs VIG

SHE

SPDR MSCI USA Gender Diversity

$14,770

VIG

Vanguard Dividend Appreciation

$16,331

MeasureSHEVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield1.19%1.49%

5 years, per year+8.1%+10.3%

3 years, per year+22.1%+18.9%

Worst drop · 1Y−8.6%−7.9%

Volatility · 1Y14.9%10.8%

5–1measures won
VIG first

37.6%

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: SHE, VIG

Today

37.6%most shared, SHE and VIG

SHEVIG

SHE—37.6%

VIG37.6%—

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

SHE$119 − $20 = $99

KeptFee

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