SHRY vs VIG

ASHRY

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · SHRY $15,646

Lowest cost0.04%VIG · $4 on $10k

Most income1.53%SHRY · $153 on $10k

Smallest drop−7.6%SHRY · worst fall in 1Y

Held in common20.8%SHRY and VIG

SHRY

VIG

First Trust Bloomberg Shareholder Yield ETF · $17MVanguard Dividend Appreciation ETF · $109B

+19.5%3 years · per year$17,056 · $16,814+18.9%

+9.4%5 years · per year$15,646 · $16,331+10.3%

0.60%Expense ratio$60 · $4 on $10k · lower wins0.04%

1.53%12-mo yield$153 · $149 on $10k1.49%

−7.6%Worst dropSmaller wins−7.9%

13.3%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSHRY · VIG

1.9%XOM3.0%

1.5%V2.5%

1.7%PG1.5%

1.1%MA2.0%

Held in common20.8%

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	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	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk		0.60%	1.53%	−2.1%	+16.9%	+20.4%	+19.5%	+9.4%	−7.6%	$17M

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	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk		0.60%	1.53%	−2.1%	+16.9%	+20.4%	+19.5%	+9.4%	−7.6%	$17M

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

SHRY vs VIG

SHRY

First Trust Bloomberg Shareholder Yield

$15,646

VIG

Vanguard Dividend Appreciation

$16,331

MeasureSHRYVIG

Fee0.60%0.04%

Cost on $10k a year$60$4

Yield1.53%1.49%

5 years, per year+9.4%+10.3%

3 years, per year+19.5%+18.9%

Worst drop · 1Y−7.6%−7.9%

Volatility · 1Y13.3%10.8%

3–2measures won
VIG first

20.8%

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: SHRY, VIG

Today

20.8%most shared, SHRY and VIG

SHRYVIG

SHRY—20.8%

VIG20.8%—

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

SHRY$153 − $60 = $93

KeptFee

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