TDVG vs VYM

ATDVG

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · TDVG $15,687

Lowest cost0.04%VYM · $4 on $10k

Most income2.30%VYM · $230 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common34.8%TDVG and VYM

TDVG

VYM

T. Rowe Price Dividend Growth ETF · $1.4BVanguard High Dividend Yield ETF · $78.9B

+17.9%3 years · per year$16,384 · $17,266+20.0%

+9.4%5 years · per year$15,687 · $17,002+11.2%

0.50%Expense ratio$50 · $4 on $10k · lower wins0.04%

0.98%12-mo yield$98 · $230 on $10k2.30%

−7.2%Worst dropSmaller wins−6.7%

10.3%VolatilityLower wins10.6%

1–5VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDVG · VYM

3.2%JPM3.8%

3.0%AVGO6.9%

2.0%XOM2.8%

1.6%ABBV2.0%

Held in common34.8%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	ATDVG	T. Rowe Price Dividend Growth ETFRead Desk		0.50%	0.98%	−3.3%	+12.3%	+15.1%	+17.9%	+9.4%	−7.2%	$1.4B

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	ATDVG	T. Rowe Price Dividend Growth ETFRead Desk		0.50%	0.98%	−3.3%	+12.3%	+15.1%	+17.9%	+9.4%	−7.2%	$1.4B

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

TDVG vs VYM

TDVG

T. Rowe Price Dividend Growth

$15,687

VYM

Vanguard High Dividend Yield

$17,002

MeasureTDVGVYM

Fee0.50%0.04%

Cost on $10k a year$50$4

Yield0.98%2.30%

5 years, per year+9.4%+11.2%

3 years, per year+17.9%+20.0%

Worst drop · 1Y−7.2%−6.7%

Volatility · 1Y10.3%10.6%

5–1measures won
VYM first

34.8%

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%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TDVG, VYM

Today

34.8%most shared, TDVG and VYM

TDVGVYM

TDVG—34.8%

VYM34.8%—

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

TDVG$98 − $50 = $48

KeptFee

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