TOPC vs VIG

ATOPC

BVIG

Measures won0–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · VIG $16,243

Lowest cost0.03%VOO · $3 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common46.6%TOPC and VIG

TOPC

VIG

iShares S&P 500 3% Capped ETF · $32MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

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

1.06%12-mo yield$106 · $150 on $10k1.50%

−8.0%Worst dropSmaller wins−7.9%

13.0%VolatilityLower wins10.8%

0–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTOPC · VIG

3.4%AAPL4.9%

3.4%MSFT4.9%

2.5%AVGO4.3%

2.1%LLY4.1%

Held in common46.6%

End-of-day Nov 6, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ATOPC	iShares S&P 500 3% Capped ETFRead Desk	0.15%	1.06%	+0.2%	+9.2%	+10.6%	new	new	−8.0%	$32M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ATOPC	iShares S&P 500 3% Capped ETFRead Desk	0.15%	1.06%	+0.2%	+9.2%	+10.6%	new	new	−8.0%	$32M

End-of-day Nov 6, 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

$16,243

MeasureTOPCVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.06%1.50%

5 years, per year[…]+10.2%

3 years, per year[…]+18.6%

Worst drop · 1Y−8.0%−7.9%

Volatility · 1Y13.0%10.8%

4–0measures won
VIG first

46.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: TOPC, VIG, VOO

Today

81.6%most shared, TOPC and VOO

TOPCVIGVOO

TOPC—46.6%81.6%

VIG46.6%—40.3%

VOO81.6%40.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

VOO$110 − $3 = $107

TOPC$106 − $15 = $91

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee