SMMD vs VIG

ASMMD

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common4.4%SMMD and VIG

SMMD

VIG

iShares Russell 2500 ETF · $4.1BVanguard Dividend Appreciation ETF · $109B

+20.1%3 years · per year$17,338 · $16,775+18.8%

+6.5%5 years · per year$13,719 · $16,638+10.7%

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

1.13%12-mo yield$113 · $146 on $10k1.46%

−9.7%Worst dropSmaller wins−7.9%

17.2%VolatilityLower wins11.0%

1–5VIG wins

$10,000 · 5 yearsAll three, one 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 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ASMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.13%	+3.1%	+18.0%	+22.2%	+20.1%	+6.5%	−9.7%	$4.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ASMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.13%	+3.1%	+18.0%	+22.2%	+20.1%	+6.5%	−9.7%	$4.1B

End-of-day Nov 9, 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

$13,719

VIG

Vanguard Dividend Appreciation

$16,638

MeasureSMMDVIG

Fee0.23%0.04%

Cost on $10k a year$23$4

Yield1.13%1.46%

5 years, per year+6.5%+10.7%

3 years, per year+20.1%+18.8%

Worst drop · 1Y−9.7%−7.9%

Volatility · 1Y17.2%11.0%

5–1measures won
VIG first

4.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SMMD, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

SMMDVIGSCHD

SMMD—4.4%3.0%

VIG4.4%—14.5%

SCHD3.0%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

SMMD$113 − $23 = $90

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee