VIG vs SQLV

AVIG

BSQLV

Measures won5–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.2%VIG and SQLV

VIG

SQLV

Vanguard Dividend Appreciation ETF · $109BRoyce Quant Small-Cap Quality Value ETF · $40M

+18.8%3 years · per year$16,775 · $15,678+16.2%

+10.7%5 years · per year$16,638 · $14,089+7.1%

0.04%Expense ratio$4 · $60 on $10k · lower wins0.60%

1.46%12-mo yield$146 · $102 on $10k1.02%

−7.9%Worst dropSmaller wins−7.7%

11.0%VolatilityLower wins16.6%

5–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · SQLV

0.0%WTFC0.3%

0.0%CBT0.5%

0.0%IBOC0.6%

0.0%BMI0.2%

Held in common0.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$40M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$40M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs SQLV

VIG

Vanguard Dividend Appreciation

$16,638

SQLV

Royce Quant Small-Cap Quality Value

$14,089

MeasureVIGSQLV

Fee0.04%0.60%

Cost on $10k a year$4$60

Yield1.46%1.02%

5 years, per year+10.7%+7.1%

3 years, per year+18.8%+16.2%

Worst drop · 1Y−7.9%−7.7%

Volatility · 1Y11.0%16.6%

5–1measures won
VIG first

0.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SQLV, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

SQLVSCHDVIG

SQLV—0.5%0.2%

SCHD0.5%—14.5%

VIG0.2%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee