SVAL vs VIG

ASVAL

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SVAL $15,861

Lowest cost0.04%VIG · $4 on $10k

Most income2.15%SVAL · $215 on $10k

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

Held in common0.2%SVAL and VIG

SVAL

VIG

iShares US Small Cap Value Factor ETF · $163MVanguard Dividend Appreciation ETF · $109B

+22.4%3 years · per year$18,358 · $17,533+20.6%

+9.7%5 years · per year$15,861 · $17,005+11.2%

0.20%Expense ratio$20 · $4 on $10k · lower wins0.04%

2.15%12-mo yield$215 · $144 on $10k1.44%

−9.0%Worst dropSmaller wins−7.9%

14.9%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSVAL · VIG

0.5%MATX0.0%

0.3%UFPI0.0%

0.4%UCB0.0%

0.4%GHC0.0%

Held in common0.2%

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	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$163M

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	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$163M

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

SVAL vs VIG

SVAL

iShares US Small Cap Value Factor

$15,861

VIG

Vanguard Dividend Appreciation

$17,005

MeasureSVALVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield2.15%1.44%

5 years, per year+9.7%+11.2%

3 years, per year+22.4%+20.6%

Worst drop · 1Y−9.0%−7.9%

Volatility · 1Y14.9%10.2%

4–2measures won
VIG first

0.2%

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SVAL, VIG

Today

0.2%most shared, SVAL and VIG

SVALVIG

SVAL—0.2%

VIG0.2%—

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

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

VIG$144 − $4 = $140

KeptFee

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