URTH vs VIG

AURTH

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · URTH $16,136

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common32.9%URTH and VIG

URTH

VIG

iShares MSCI World ETF · $9.5BVanguard Dividend Appreciation ETF · $109B

+21.3%3 years · per year$17,838 · $16,814+18.9%

+10.0%5 years · per year$16,136 · $16,331+10.3%

0.24%Expense ratio$24 · $4 on $10k · lower wins0.04%

1.42%12-mo yield$142 · $149 on $10k1.49%

−9.1%Worst dropSmaller wins−7.9%

13.7%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsURTH · VIG

5.6%AAPL4.9%

4.3%MSFT4.9%

1.6%AVGO4.3%

1.2%LLY4.1%

Held in common32.9%

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	AURTH	iShares MSCI World ETFRead Desk		0.24%	1.42%	−4.0%	+8.2%	+10.7%	+21.3%	+10.0%	−9.1%	$9.5B

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	AURTH	iShares MSCI World ETFRead Desk		0.24%	1.42%	−4.0%	+8.2%	+10.7%	+21.3%	+10.0%	−9.1%	$9.5B

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

URTH vs VIG

URTH

iShares MSCI World

$16,136

VIG

Vanguard Dividend Appreciation

$16,331

MeasureURTHVIG

Fee0.24%0.04%

Cost on $10k a year$24$4

Yield1.42%1.49%

5 years, per year+10.0%+10.3%

3 years, per year+21.3%+18.9%

Worst drop · 1Y−9.1%−7.9%

Volatility · 1Y13.7%10.8%

5–1measures won
VIG first

32.9%

holdings shared

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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: URTH, VIG

Today

32.9%most shared, URTH and VIG

URTHVIG

URTH—32.9%

VIG32.9%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

URTH$142 − $24 = $118

KeptFee

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