SIZE vs VIG

ASIZE

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SIZE $14,800

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 common25.8%SIZE and VIG

SIZE

VIG

iShares MSCI USA Size Factor ETF · $434MVanguard Dividend Appreciation ETF · $109B

+20.0%3 years · per year$17,299 · $17,533+20.6%

+8.2%5 years · per year$14,800 · $17,005+11.2%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

1.34%12-mo yield$134 · $144 on $10k1.44%

−8.0%Worst dropSmaller wins−7.9%

12.7%VolatilityLower wins10.2%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIZE · VIG

0.3%PSX0.5%

0.3%ACN0.5%

0.2%APH0.9%

0.2%AJG0.3%

Held in common25.8%

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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$434M

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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$434M

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

SIZE vs VIG

SIZE

iShares MSCI USA Size Factor

$14,800

VIG

Vanguard Dividend Appreciation

$17,005

MeasureSIZEVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.34%1.44%

5 years, per year+8.2%+11.2%

3 years, per year+20.0%+20.6%

Worst drop · 1Y−8.0%−7.9%

Volatility · 1Y12.7%10.2%

6–0measures won
VIG first

25.8%

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: SIZE, VIG

Today

25.8%most shared, SIZE and VIG

SIZEVIG

SIZE—25.8%

VIG25.8%—

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

SIZE$134 − $15 = $119

KeptFee

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