SSPY vs VIG

ASSPY

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SSPY $16,025

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common27.2%SSPY and VIG

SSPY

VIG

Stratified LargeCap Index ETF · $132MVanguard Dividend Appreciation ETF · $109B

+19.6%3 years · per year$17,110 · $17,533+20.6%

+9.9%5 years · per year$16,025 · $17,005+11.2%

0.45%Expense ratio$45 · $4 on $10k · lower wins0.04%

1.16%12-mo yield$116 · $144 on $10k1.44%

−7.3%Worst dropSmaller wins−7.9%

10.9%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSSPY · VIG

1.1%MSFT4.9%

1.0%IBM0.9%

0.9%WMT2.1%

0.9%COST1.8%

Held in common27.2%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ASSPY	Stratified LargeCap Index ETFRead Desk		0.45%	1.16%	+2.2%	+18.9%	+22.3%	+19.6%	+9.9%	−7.3%	$132M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ASSPY	Stratified LargeCap Index ETFRead Desk		0.45%	1.16%	+2.2%	+18.9%	+22.3%	+19.6%	+9.9%	−7.3%	$132M

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

SSPY vs VIG

SSPY

Stratified LargeCap Index

$16,025

VIG

Vanguard Dividend Appreciation

$17,005

MeasureSSPYVIG

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield1.16%1.44%

5 years, per year+9.9%+11.2%

3 years, per year+19.6%+20.6%

Worst drop · 1Y−7.3%−7.9%

Volatility · 1Y10.9%10.2%

5–1measures won
VIG first

27.2%

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: SSPY, VIG

Today

27.2%most shared, SSPY and VIG

SSPYVIG

SSPY—27.2%

VIG27.2%—

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

SSPY$116 − $45 = $71

KeptFee

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