SMDV vs VIG

ASMDV

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · SMDV $13,224

Lowest cost0.04%VIG · $4 on $10k

Most income2.35%SMDV · $235 on $10k

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

Held in common0.6%SMDV and VIG

SMDV

VIG

ProShares S&P SmallCap 600 Dividend Aristocrats ETF · $663MVanguard Dividend Appreciation ETF · $109B

+13.8%3 years · per year$14,748 · $16,669+18.6%

+5.7%5 years · per year$13,224 · $16,243+10.2%

0.40%Expense ratio$40 · $4 on $10k · lower wins0.04%

2.35%12-mo yield$235 · $150 on $10k1.50%

−9.8%Worst dropSmaller wins−7.9%

14.3%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMDV · VIG

1.3%MATX0.0%

1.2%NPO0.0%

1.4%MKTX0.0%

1.0%MTRN0.0%

Held in common0.6%

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	ASMDV	ProShares S&P SmallCap 600 Dividend Aristocrats ETFRead Desk		0.40%	2.35%	−0.8%	+14.4%	+15.6%	+13.8%	+5.7%	−9.8%	$663M

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	ASMDV	ProShares S&P SmallCap 600 Dividend Aristocrats ETFRead Desk		0.40%	2.35%	−0.8%	+14.4%	+15.6%	+13.8%	+5.7%	−9.8%	$663M

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

SMDV vs VIG

SMDV

ProShares S&P SmallCap 600 Dividend Aristocrats

$13,224

VIG

Vanguard Dividend Appreciation

$16,243

MeasureSMDVVIG

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield2.35%1.50%

5 years, per year+5.7%+10.2%

3 years, per year+13.8%+18.6%

Worst drop · 1Y−9.8%−7.9%

Volatility · 1Y14.3%10.8%

5–1measures won
VIG first

0.6%

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%

$44.9BAssets$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: SMDV, VIG

Today

0.6%most shared, SMDV and VIG

SMDVVIG

SMDV—0.6%

VIG0.6%—

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

Income After Fees on $10,000

$195most kept, SMDV

SMDV$235 − $40 = $195

VIG$150 − $4 = $146

KeptFee

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