SMBS vs VIG

ASMBS

BVIG

Measures won4–0SMBS wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.03%SMBS · $3 on $10k

Most income5.27%SMBS · $527 on $10k

Smallest drop−5.2%SMBS · worst fall in 1Y

Held in common0.0%SMBS and VIG

SMBS

VIG

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.5BVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%

5.27%12-mo yield$527 · $150 on $10k1.50%

−5.2%Worst dropSmaller wins−7.9%

4.7%VolatilityLower wins10.8%

4–0SMBS wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMBS · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.27%	+0.1%	+0.5%	+1.6%	new	new	−5.2%	$6.5B

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk		0.03%	5.27%	+0.1%	+0.5%	+1.6%	new	new	−5.2%	$6.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMBS vs VIG

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureSMBSVIG

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield5.27%1.50%

5 years, per year[…]+10.2%

3 years, per year[…]+18.6%

Worst drop · 1Y−5.2%−7.9%

Volatility · 1Y4.7%10.8%

4–0measures won
SMBS first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SMBS, VIG

Today

0.0%most shared, SMBS and VIG

SMBSVIG

SMBS—0.0%

VIG0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$524most kept, SMBS

SMBS$527 − $3 = $524

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee