UDIV vs VIG

AUDIV

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$18,997UDIV · DGRO $17,027

Lowest cost0.04%VIG · $4 on $10k

Most income1.85%DGRO · $185 on $10k

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

Held in common41.1%UDIV and VIG

UDIV

VIG

Franklin U.S. Core Dividend Tilt Index ETF · $157MVanguard Dividend Appreciation ETF · $109B

+26.6%3 years · per year$20,285 · $17,369+20.2%

+13.7%5 years · per year$18,997 · $16,495+10.5%

0.06%Expense ratio$6 · $4 on $10k · lower wins0.04%

1.43%12-mo yield$143 · $147 on $10k1.47%

−8.4%Worst dropSmaller wins−7.9%

13.0%VolatilityLower wins10.0%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUDIV · VIG

6.0%MSFT4.9%

7.5%AAPL4.9%

2.5%AVGO4.3%

1.6%LLY4.1%

Held in common41.1%

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	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk	0.06%	1.43%	+0.2%	+14.9%	+15.0%	+26.6%	+13.7%	−8.4%	$157M
2	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
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B

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	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk	0.06%	1.43%	+0.2%	+14.9%	+15.0%	+26.6%	+13.7%	−8.4%	$157M
2	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
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B

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

UDIV vs VIG

UDIV

Franklin U.S. Core Dividend Tilt Index

$18,998

VIG

Vanguard Dividend Appreciation

$16,495

MeasureUDIVVIG

Fee0.06%0.04%

Cost on $10k a year$6$4

Yield1.43%1.47%

5 years, per year+13.7%+10.5%

3 years, per year+26.6%+20.2%

Worst drop · 1Y−8.4%−7.9%

Volatility · 1Y13.0%10.0%

4–2measures won
VIG first

41.1%

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: UDIV, VIG, DGRO

Today

68.3%most shared, VIG and DGRO

UDIVVIGDGRO

UDIV—41.1%40.9%

VIG41.1%—68.3%

DGRO40.9%68.3%—

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

Income After Fees on $10,000

$177most kept, DGRO

DGRO$185 − $8 = $177

VIG$147 − $4 = $143

UDIV$143 − $6 = $137

KeptFee

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