UDIV vs VIG

AUDIV

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$18,543UDIV · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common41.0%UDIV and VIG

UDIV

VIG

Franklin U.S. Core Dividend Tilt Index ETF · $159MVanguard Dividend Appreciation ETF · $109B

+24.2%3 years · per year$19,159 · $16,669+18.6%

+13.1%5 years · per year$18,543 · $16,243+10.2%

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

1.48%12-mo yield$148 · $150 on $10k1.50%

−8.4%Worst dropSmaller wins−7.9%

13.7%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUDIV · VIG

6.5%MSFT4.9%

7.8%AAPL4.9%

2.3%AVGO4.3%

1.6%LLY4.1%

Held in common41.0%

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	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk	0.06%	1.48%	−0.1%	+11.7%	+12.8%	+24.2%	+13.1%	−8.4%	$159M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk	0.06%	1.48%	−0.1%	+11.7%	+12.8%	+24.2%	+13.1%	−8.4%	$159M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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

UDIV vs VIG

UDIV

Franklin U.S. Core Dividend Tilt Index

$18,543

VIG

Vanguard Dividend Appreciation

$16,243

MeasureUDIVVIG

Fee0.06%0.04%

Cost on $10k a year$6$4

Yield1.48%1.50%

5 years, per year+13.1%+10.2%

3 years, per year+24.2%+18.6%

Worst drop · 1Y−8.4%−7.9%

Volatility · 1Y13.7%10.8%

3–2measures won
VIG first

41.0%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: UDIV, VIG, SCHD

Today

41.0%most shared, UDIV and VIG

UDIVVIGSCHD

UDIV—41.0%14.9%

VIG41.0%—14.5%

SCHD14.9%14.5%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

UDIV$148 − $6 = $142

KeptFee

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