SWP vs VIG

ASWP

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,027DGRO · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income9.58%SWP · $958 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common30.6%SWP and VIG

SWP

VIG

Manager Directed Portfolios - SWP Growth & Income ETF · $145MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,369+20.2%

[…]5 years · per year[…] · $16,495+10.5%

0.99%Expense ratio$99 · $4 on $10k · lower wins0.04%

9.58%12-mo yield$958 · $147 on $10k1.47%

−10.0%Worst dropSmaller wins−7.9%

12.2%VolatilityLower wins10.0%

1–3VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSWP · VIG

5.6%MSFT4.9%

4.8%AAPL4.9%

3.4%AVGO4.3%

2.8%JPM3.9%

Held in common30.6%

End-of-day Nov 3, 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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.58%	0.0%	+5.3%	+6.6%	new	new	−10.0%	$145M

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

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.58%	0.0%	+5.3%	+6.6%	new	new	−10.0%	$145M

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

Cards for this view

SWP vs VIG

SWP

Manager Directed Portfolios - SWP Growth & Income

[…]

VIG

Vanguard Dividend Appreciation

$16,495

MeasureSWPVIG

Fee0.99%0.04%

Cost on $10k a year$99$4

Yield9.58%1.47%

5 years, per year[…]+10.5%

3 years, per year[…]+20.2%

Worst drop · 1Y−10.0%−7.9%

Volatility · 1Y12.2%10.0%

3–1measures won
VIG first

30.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SWP, VIG, DGRO

Today

68.3%most shared, VIG and DGRO

SWPVIGDGRO

SWP—30.6%29.1%

VIG30.6%—68.3%

DGRO29.1%68.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$859most kept, SWP

SWP$958 − $99 = $859

DGRO$185 − $8 = $177

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee