SIZE vs VIG

ASIZE

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common25.9%SIZE and VIG

SIZE

VIG

iShares MSCI USA Size Factor ETF · $426MVanguard Dividend Appreciation ETF · $109B

+18.4%3 years · per year$16,580 · $16,814+18.9%

+7.2%5 years · per year$14,165 · $16,331+10.3%

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

1.39%12-mo yield$139 · $149 on $10k1.49%

−8.0%Worst dropSmaller wins−7.9%

13.2%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIZE · VIG

0.3%ACN0.5%

0.3%AJG0.3%

0.3%PSX0.5%

0.2%AMGN1.0%

Held in common25.9%

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$426M

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$426M

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

SIZE vs VIG

SIZE

iShares MSCI USA Size Factor

$14,165

VIG

Vanguard Dividend Appreciation

$16,331

MeasureSIZEVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.39%1.49%

5 years, per year+7.2%+10.3%

3 years, per year+18.4%+18.9%

Worst drop · 1Y−8.0%−7.9%

Volatility · 1Y13.2%10.8%

6–0measures won
VIG first

25.9%

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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

Overlap: SIZE, VIG, VUG

Today

26.4%most shared, VIG and VUG

SIZEVIGVUG

SIZE—25.9%18.0%

VIG25.9%—26.4%

VUG18.0%26.4%—

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

SIZE$139 − $15 = $124

VUG$43 − $3 = $40

KeptFee

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