SPDV vs VIG

ASPDV

BVIG

Measures won4–2SPDV wins · of 6 · 5Y

$10,000 · 5Y$16,714SPDV · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.24%SPDV · $324 on $10k

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

Held in common2.9%SPDV and VIG

SPDV

VIG

AAM S&P 500 High Dividend Value ETF · $107MVanguard Dividend Appreciation ETF · $109B

+21.3%3 years · per year$17,840 · $16,669+18.6%

+10.8%5 years · per year$16,714 · $16,243+10.2%

0.29%Expense ratio$29 · $4 on $10k · lower wins0.04%

3.24%12-mo yield$324 · $150 on $10k1.50%

−7.3%Worst dropSmaller wins−7.9%

12.3%VolatilityLower wins10.8%

4–2SPDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPDV · VIG

1.6%QCOM0.9%

1.7%NEE0.7%

3.4%ACN0.5%

2.2%ADP0.5%

Held in common2.9%

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	ASPDV	AAM S&P 500 High Dividend Value ETFRead Desk		0.29%	3.24%	−0.7%	+22.6%	+26.3%	+21.3%	+10.8%	−7.3%	$107M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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	ASPDV	AAM S&P 500 High Dividend Value ETFRead Desk		0.29%	3.24%	−0.7%	+22.6%	+26.3%	+21.3%	+10.8%	−7.3%	$107M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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

SPDV vs VIG

SPDV

AAM S&P 500 High Dividend Value

$16,714

VIG

Vanguard Dividend Appreciation

$16,243

MeasureSPDVVIG

Fee0.29%0.04%

Cost on $10k a year$29$4

Yield3.24%1.50%

5 years, per year+10.8%+10.2%

3 years, per year+21.3%+18.6%

Worst drop · 1Y−7.3%−7.9%

Volatility · 1Y12.3%10.8%

4–2measures won
SPDV first

2.9%

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%

$44.7BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SPDV, VIG

Today

2.9%most shared, SPDV and VIG

SPDVVIG

SPDV—2.9%

VIG2.9%—

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

Income After Fees on $10,000

$295most kept, SPDV

SPDV$324 − $29 = $295

VIG$150 − $4 = $146

KeptFee

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