SMDX vs VIG

ASMDX

BVIG

Measures won0–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common2.4%SMDX and VIG

SMDX

VIG

Intech S&P Small-Mid Cap Diversified Alpha ETF · $130MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,814+18.9%

[…]5 years · per year[…] · $16,331+10.3%

0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%

0.54%12-mo yield$54 · $149 on $10k1.49%

−8.7%Worst dropSmaller wins−7.9%

15.9%VolatilityLower wins10.8%

0–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMDX · VIG

0.4%RS0.1%

0.5%RGA0.1%

0.4%RBA0.1%

0.2%LECO0.1%

Held in common2.4%

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	ASMDX	Intech S&P Small-Mid Cap Diversified Alpha ETFRead Desk		0.35%	0.54%	−4.4%	+11.0%	+15.4%	new	new	−8.7%	$130M

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	ASMDX	Intech S&P Small-Mid Cap Diversified Alpha ETFRead Desk		0.35%	0.54%	−4.4%	+11.0%	+15.4%	new	new	−8.7%	$130M

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

SMDX vs VIG

SMDX

Intech S&P Small-Mid Cap Diversified Alpha

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureSMDXVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield0.54%1.49%

5 years, per year[…]+10.3%

3 years, per year[…]+18.9%

Worst drop · 1Y−8.7%−7.9%

Volatility · 1Y15.9%10.8%

4–0measures won
VIG first

2.4%

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: SMDX, VIG

Today

2.4%most shared, SMDX and VIG

SMDXVIG

SMDX—2.4%

VIG2.4%—

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

SMDX$54 − $35 = $19

KeptFee

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