SPYV vs VIG

ASPYV

BVIG

Measures won4–1SPYV wins · of 6 · 5Y

$10,000 · 5Y$17,141SPYV · VIG $16,331

Lowest cost0.04%SPYV · $4 on $10k

Most income1.67%SPYV · $167 on $10k

Smallest drop−6.2%SPYV · worst fall in 1Y

Held in common50.4%SPYV and VIG

SPYV

VIG

State Street SPDR Portfolio S&P 500 Value ETF · $39.3BVanguard Dividend Appreciation ETF · $109B

+18.3%3 years · per year$16,576 · $16,814+18.9%

+11.4%5 years · per year$17,141 · $16,331+10.3%

0.04%Expense ratio$4 · $4 on $10k · lower wins0.04%

1.67%12-mo yield$167 · $149 on $10k1.49%

−6.2%Worst dropSmaller wins−7.9%

10.2%VolatilityLower wins10.8%

4–1SPYV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYV · VIG

8.3%AAPL4.9%

2.3%XOM3.0%

1.9%WMT2.1%

1.5%COST1.8%

Held in common50.4%

End-of-day Nov 5, 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	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk		0.04%	1.67%	−2.8%	+12.8%	+15.9%	+18.3%	+11.4%	−6.2%	$39.3B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

Both

5Y2 funds

#			Trend
1	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk		0.04%	1.67%	−2.8%	+12.8%	+15.9%	+18.3%	+11.4%	−6.2%	$39.3B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

Cards for this view

SPYV vs VIG

SPYV

SPDR Portfolio S&P 500 Value

$17,141

VIG

Vanguard Dividend Appreciation

$16,331

MeasureSPYVVIG

Fee0.04%0.04%

Cost on $10k a year$4$4

Yield1.67%1.49%

5 years, per year+11.4%+10.3%

3 years, per year+18.3%+18.9%

Worst drop · 1Y−6.2%−7.9%

Volatility · 1Y10.2%10.8%

4–1measures won
SPYV first

50.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPYV, VIG

Today

50.4%most shared, SPYV and VIG

SPYVVIG

SPYV—50.4%

VIG50.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$163most kept, SPYV

SPYV$167 − $4 = $163

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee