TOPC vs VIG

ATOPC

BVIG

Measures won0–4VIG wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VIG $17,005

Lowest cost0.03%IVV · $3 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common45.7%TOPC and VIG

TOPC

VIG

iShares S&P 500 3% Capped ETF · $33MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

1.02%12-mo yield$102 · $144 on $10k1.44%

−8.0%Worst dropSmaller wins−7.9%

12.3%VolatilityLower wins10.2%

0–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTOPC · VIG

3.2%MSFT4.9%

3.2%AAPL4.9%

2.7%AVGO4.3%

2.1%LLY4.1%

Held in common45.7%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	ATOPC	iShares S&P 500 3% Capped ETFRead Desk	0.15%	1.02%	+1.5%	+14.0%	+15.1%	new	new	−8.0%	$33M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	ATOPC	iShares S&P 500 3% Capped ETFRead Desk	0.15%	1.02%	+1.5%	+14.0%	+15.1%	new	new	−8.0%	$33M

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

TOPC vs VIG

TOPC

iShares S&P 500 3% Capped

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureTOPCVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.02%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−8.0%−7.9%

Volatility · 1Y12.3%10.2%

4–0measures won
VIG first

45.7%

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: TOPC, VIG, IVV

Today

85.2%most shared, TOPC and IVV

TOPCVIGIVV

TOPC—45.7%85.2%

VIG45.7%—42.5%

IVV85.2%42.5%—

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

IVV$109 − $3 = $106

TOPC$102 − $15 = $87

KeptFee

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