SMMD vs VIG

ASMMD

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · SMMD $13,516

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 common4.4%SMMD and VIG

SMMD

VIG

iShares Russell 2500 ETF · $4.2BVanguard Dividend Appreciation ETF · $109B

+19.8%3 years · per year$17,183 · $16,814+18.9%

+6.2%5 years · per year$13,516 · $16,331+10.3%

0.23%Expense ratio$23 · $4 on $10k · lower wins0.04%

1.18%12-mo yield$118 · $149 on $10k1.49%

−9.7%Worst dropSmaller wins−7.9%

17.0%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMMD · VIG

0.3%RGLD0.1%

0.3%RS0.1%

0.3%SNA0.1%

0.3%NI0.1%

Held in common4.4%

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	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.18%	−3.9%	+13.9%	+17.7%	+19.8%	+6.2%	−9.7%	$4.2B

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	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.18%	−3.9%	+13.9%	+17.7%	+19.8%	+6.2%	−9.7%	$4.2B

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

SMMD vs VIG

SMMD

iShares Russell 2500

$13,516

VIG

Vanguard Dividend Appreciation

$16,331

MeasureSMMDVIG

Fee0.23%0.04%

Cost on $10k a year$23$4

Yield1.18%1.49%

5 years, per year+6.2%+10.3%

3 years, per year+19.8%+18.9%

Worst drop · 1Y−9.7%−7.9%

Volatility · 1Y17.0%10.8%

5–1measures won
VIG first

4.4%

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: SMMD, VIG

Today

4.4%most shared, SMMD and VIG

SMMDVIG

SMMD—4.4%

VIG4.4%—

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

SMMD$118 − $23 = $95

KeptFee

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