SPVM vs VIG

ASPVM

BVIG

Measures won4–2SPVM wins · of 6 · 5Y

$10,000 · 5Y$17,427SPVM · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.79%SPVM · $179 on $10k

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

Held in common9.2%SPVM and VIG

SPVM

VIG

Invesco S&P 500 Value with Momentum ETF · $142MVanguard Dividend Appreciation ETF · $109B

+22.1%3 years · per year$18,214 · $17,533+20.6%

+11.7%5 years · per year$17,427 · $17,005+11.2%

0.44%Expense ratio$44 · $4 on $10k · lower wins0.04%

1.79%12-mo yield$179 · $144 on $10k1.44%

−7.3%Worst dropSmaller wins−7.9%

10.8%VolatilityLower wins10.2%

4–2SPVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPVM · VIG

1.0%BAC1.6%

0.8%JPM3.9%

0.8%XOM3.0%

1.2%CB0.5%

Held in common9.2%

End-of-day Nov 4, 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	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.79%	+1.6%	+17.8%	+24.4%	+22.1%	+11.7%	−7.3%	$142M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.79%	+1.6%	+17.8%	+24.4%	+22.1%	+11.7%	−7.3%	$142M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPVM vs VIG

SPVM

Invesco S&P 500 Value with Momentum

$17,427

VIG

Vanguard Dividend Appreciation

$17,005

MeasureSPVMVIG

Fee0.44%0.04%

Cost on $10k a year$44$4

Yield1.79%1.44%

5 years, per year+11.7%+11.2%

3 years, per year+22.1%+20.6%

Worst drop · 1Y−7.3%−7.9%

Volatility · 1Y10.8%10.2%

4–2measures won
SPVM first

9.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SPVM, VIG

Today

9.2%most shared, SPVM and VIG

SPVMVIG

SPVM—9.2%

VIG9.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

SPVM$179 − $44 = $135

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee