SPHD vs VIG

ASPHD

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · SPHD $14,937

Lowest cost0.04%VIG · $4 on $10k

Most income4.76%SPHD · $476 on $10k

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

Held in common3.1%SPHD and VIG

SPHD

VIG

Invesco S&P 500 High Dividend Low Volatility ETF · $3.5BVanguard Dividend Appreciation ETF · $109B

+15.7%3 years · per year$15,496 · $16,669+18.6%

+8.4%5 years · per year$14,937 · $16,243+10.2%

0.30%Expense ratio$30 · $4 on $10k · lower wins0.04%

4.76%12-mo yield$476 · $150 on $10k1.50%

−9.7%Worst dropSmaller wins−7.9%

12.4%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPHD · VIG

1.4%XOM3.0%

2.0%PEP0.8%

2.1%MDT0.5%

1.8%HON0.3%

Held in common3.1%

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	ASPHD	Invesco S&P 500 High Dividend Low Volatility ETFRead Desk		0.30%	4.76%	−1.1%	+13.4%	+16.4%	+15.7%	+8.4%	−9.7%	$3.5B

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	ASPHD	Invesco S&P 500 High Dividend Low Volatility ETFRead Desk		0.30%	4.76%	−1.1%	+13.4%	+16.4%	+15.7%	+8.4%	−9.7%	$3.5B

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

SPHD vs VIG

SPHD

Invesco S&P 500 High Dividend Low Volatility

$14,937

VIG

Vanguard Dividend Appreciation

$16,243

MeasureSPHDVIG

Fee0.30%0.04%

Cost on $10k a year$30$4

Yield4.76%1.50%

5 years, per year+8.4%+10.2%

3 years, per year+15.7%+18.6%

Worst drop · 1Y−9.7%−7.9%

Volatility · 1Y12.4%10.8%

5–1measures won
VIG first

3.1%

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: SPHD, VIG

Today

3.1%most shared, SPHD and VIG

SPHDVIG

SPHD—3.1%

VIG3.1%—

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

Income After Fees on $10,000

$446most kept, SPHD

SPHD$476 − $30 = $446

VIG$150 − $4 = $146

KeptFee

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