SPDG vs VIG

ASPDG

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.65%SPDG · $265 on $10k

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

Held in common30.2%SPDG and VIG

SPDG

VIG

State Street SPDR Portfolio S&P Sector Neutral Dividend ETF · $13MVanguard Dividend Appreciation ETF · $109B

+20.9%3 years · per year$17,680 · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

0.05%Expense ratio$5 · $4 on $10k · lower wins0.04%

2.65%12-mo yield$265 · $146 on $10k1.46%

−8.3%Worst dropSmaller wins−7.9%

13.4%VolatilityLower wins11.0%

2–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPDG · VIG

2.1%JNJ2.8%

7.4%CSCO1.9%

1.4%ABBV2.0%

1.4%XOM3.0%

Held in common30.2%

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

Both

5Y2 funds

#			Trend
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	ASPDG	State Street SPDR Portfolio S&P Sector Neutral Dividend ETFRead Desk		0.05%	2.65%	+2.8%	+17.8%	+22.2%	+20.9%	new	−8.3%	$13M

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ASPDG	State Street SPDR Portfolio S&P Sector Neutral Dividend ETFRead Desk		0.05%	2.65%	+2.8%	+17.8%	+22.2%	+20.9%	new	−8.3%	$13M

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

SPDG vs VIG

SPDG

SPDR Portfolio S&P Sector Neutral Dividend

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureSPDGVIG

Fee0.05%0.04%

Cost on $10k a year$5$4

Yield2.65%1.46%

5 years, per year[…]+10.7%

3 years, per year+20.9%+18.8%

Worst drop · 1Y−8.3%−7.9%

Volatility · 1Y13.4%11.0%

3–2measures won
VIG first

30.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

Overlap: SPDG, VIG

Today

30.2%most shared, SPDG and VIG

SPDGVIG

SPDG—30.2%

VIG30.2%—

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

Income After Fees on $10,000

$260most kept, SPDG

SPDG$265 − $5 = $260

VIG$146 − $4 = $142

KeptFee

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