SHRT vs VIG

ASHRT

BVIG

Measures won0–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common3.6%SHRT and VIG

SHRT

VIG

Gotham Short Strategies ETF · $13MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

1.35%Expense ratio$135 · $4 on $10k · lower wins0.04%

0.07%12-mo yield$7 · $144 on $10k1.44%

−19.6%Worst dropSmaller wins−7.9%

14.2%VolatilityLower wins10.2%

0–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHRT · VIG

0.6%XOM3.0%

0.3%CMI0.3%

0.6%HON0.3%

0.3%CSX0.4%

Held in common3.6%

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ASHRT	Gotham Short Strategies ETFRead Desk		1.35%	0.07%	−0.4%	−8.0%	−4.2%	new	new	−19.6%	$13M

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ASHRT	Gotham Short Strategies ETFRead Desk		1.35%	0.07%	−0.4%	−8.0%	−4.2%	new	new	−19.6%	$13M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SHRT vs VIG

SHRT

Gotham Short Strategies

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureSHRTVIG

Fee1.35%0.04%

Cost on $10k a year$135$4

Yield0.07%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−19.6%−7.9%

Volatility · 1Y14.2%10.2%

4–0measures won
VIG first

3.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SHRT, VIG

Today

3.6%most shared, SHRT and VIG

SHRTVIG

SHRT—3.6%

VIG3.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

SHRT$7 − $135 = −$128

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee