SPMD vs VIG

ASPMD

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · SPMD $13,914

Lowest cost0.03%SPMD · $3 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common2.9%SPMD and VIG

SPMD

VIG

State Street SPDR Portfolio S&P 400 Mid Cap ETF · $19.0BVanguard Dividend Appreciation ETF · $109B

+16.5%3 years · per year$15,808 · $16,669+18.6%

+6.8%5 years · per year$13,914 · $16,243+10.2%

0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%

1.33%12-mo yield$133 · $150 on $10k1.50%

−8.9%Worst dropSmaller wins−7.9%

15.6%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPMD · VIG

0.7%RGLD0.1%

0.6%RS0.1%

0.5%ITT0.1%

0.5%RGA0.1%

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	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	ASPMD	State Street SPDR Portfolio S&P 400 Mid Cap ETFRead Desk		0.03%	1.33%	+0.6%	+10.2%	+12.8%	+16.5%	+6.8%	−8.9%	$19.0B

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	ASPMD	State Street SPDR Portfolio S&P 400 Mid Cap ETFRead Desk		0.03%	1.33%	+0.6%	+10.2%	+12.8%	+16.5%	+6.8%	−8.9%	$19.0B

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

SPMD vs VIG

SPMD

SPDR Portfolio S&P 400 Mid Cap

$13,914

VIG

Vanguard Dividend Appreciation

$16,243

MeasureSPMDVIG

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.33%1.50%

5 years, per year+6.8%+10.2%

3 years, per year+16.5%+18.6%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y15.6%10.8%

5–1measures won
VIG 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%

$44.9BAssets$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: SPMD, VIG

Today

2.9%most shared, SPMD and VIG

SPMDVIG

SPMD—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

$146most kept, VIG

VIG$150 − $4 = $146

SPMD$133 − $3 = $130

KeptFee

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