TIPZ vs VIG

ATIPZ

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · TIPZ $9,917

Lowest cost0.04%VIG · $4 on $10k

Most income6.15%TIPZ · $615 on $10k

Smallest drop−4.1%TIPZ · worst fall in 1Y

Held in common[…]TIPZ and VIG

TIPZ

VIG

PIMCO Broad U.S. TIPS Index Exchange-Traded Fund · $89MVanguard Dividend Appreciation ETF · $109B

+4.6%3 years · per year$11,433 · $16,814+18.9%

−0.2%5 years · per year$9,917 · $16,331+10.3%

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

6.15%12-mo yield$615 · $149 on $10k1.49%

−4.1%Worst dropSmaller wins−7.9%

4.0%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTIPZ · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ATIPZ	PIMCO Broad U.S. TIPS Index Exchange-Traded FundRead Desk		0.20%	6.15%	+0.2%	+1.0%	−0.4%	+4.6%	−0.2%	−4.1%	$89M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ATIPZ	PIMCO Broad U.S. TIPS Index Exchange-Traded FundRead Desk		0.20%	6.15%	+0.2%	+1.0%	−0.4%	+4.6%	−0.2%	−4.1%	$89M

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

TIPZ vs VIG

TIPZ

PIMCO Broad U.S. TIPS Index Exchange-Traded Fund

$9,917

VIG

Vanguard Dividend Appreciation

$16,331

MeasureTIPZVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield6.15%1.49%

5 years, per year−0.2%+10.3%

3 years, per year+4.6%+18.9%

Worst drop · 1Y−4.1%−7.9%

Volatility · 1Y4.0%10.8%

3–3measures won
level

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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

Overlap: TIPZ, VIG

Today

[…]holdings […]

TIPZVIG

TIPZ—[…]

VIG[…]—

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

Income After Fees on $10,000

$595most kept, TIPZ

TIPZ$615 − $20 = $595

VIG$149 − $4 = $145

KeptFee

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