SMLV vs VIG

ASMLV

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SMLV $15,939

Lowest cost0.04%VIG · $4 on $10k

Most income2.27%SMLV · $227 on $10k

Smallest drop−7.3%SMLV · worst fall in 1Y

Held in common0.7%SMLV and VIG

SMLV

VIG

State Street SPDR US Small Cap Low Volatility Index ETF · $262MVanguard Dividend Appreciation ETF · $109B

+22.5%3 years · per year$18,397 · $17,533+20.6%

+9.8%5 years · per year$15,939 · $17,005+11.2%

0.12%Expense ratio$12 · $4 on $10k · lower wins0.04%

2.27%12-mo yield$227 · $144 on $10k1.44%

−7.3%Worst dropSmaller wins−7.9%

13.3%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMLV · VIG

0.3%AVT0.0%

0.6%CHE0.0%

0.4%LSTR0.0%

0.2%MTRN0.0%

Held in common0.7%

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	ASMLV	State Street SPDR US Small Cap Low Volatility Index ETFRead Desk		0.12%	2.27%	+2.2%	+24.3%	+30.0%	+22.5%	+9.8%	−7.3%	$262M

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	ASMLV	State Street SPDR US Small Cap Low Volatility Index ETFRead Desk		0.12%	2.27%	+2.2%	+24.3%	+30.0%	+22.5%	+9.8%	−7.3%	$262M

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

SMLV vs VIG

SMLV

SPDR US Small Cap Low Volatility Index

$15,939

VIG

Vanguard Dividend Appreciation

$17,005

MeasureSMLVVIG

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield2.27%1.44%

5 years, per year+9.8%+11.2%

3 years, per year+22.5%+20.6%

Worst drop · 1Y−7.3%−7.9%

Volatility · 1Y13.3%10.2%

3–3measures won
level

0.7%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SMLV, VIG

Today

0.7%most shared, SMLV and VIG

SMLVVIG

SMLV—0.7%

VIG0.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$215most kept, SMLV

SMLV$227 − $12 = $215

VIG$144 − $4 = $140

KeptFee

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