SMOT vs VIG

ASMOT

BVIG

Measures won0–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common3.7%SMOT and VIG

SMOT

VIG

VanEck Morningstar SMID Moat ETF · $328MVanguard Dividend Appreciation ETF · $109B

+17.3%3 years · per year$16,120 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.49%Expense ratio$49 · $4 on $10k · lower wins0.04%

1.21%12-mo yield$121 · $150 on $10k1.50%

−9.3%Worst dropSmaller wins−7.9%

14.4%VolatilityLower wins10.8%

0–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMOT · VIG

1.4%ELV0.4%

1.4%MDLZ0.3%

0.7%AEP0.3%

1.3%NOC0.3%

Held in common3.7%

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	ASMOT	VanEck Morningstar SMID Moat ETFRead Desk		0.49%	1.21%	−0.5%	+13.1%	+16.8%	+17.3%	new	−9.3%	$328M

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	ASMOT	VanEck Morningstar SMID Moat ETFRead Desk		0.49%	1.21%	−0.5%	+13.1%	+16.8%	+17.3%	new	−9.3%	$328M

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

SMOT vs VIG

SMOT

VanEck Morningstar SMID Moat

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureSMOTVIG

Fee0.49%0.04%

Cost on $10k a year$49$4

Yield1.21%1.50%

5 years, per year[…]+10.2%

3 years, per year+17.3%+18.6%

Worst drop · 1Y−9.3%−7.9%

Volatility · 1Y14.4%10.8%

5–0measures won
VIG first

3.7%

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: SMOT, VIG

Today

3.7%most shared, SMOT and VIG

SMOTVIG

SMOT—3.7%

VIG3.7%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

SMOT$121 − $49 = $72

KeptFee

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