USMC vs VIG

AUSMC

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,953USMC · VIG $16,331

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 common42.6%USMC and VIG

USMC

VIG

Principal U.S. Mega-Cap ETF · $4.9BVanguard Dividend Appreciation ETF · $109B

+21.1%3 years · per year$17,754 · $16,814+18.9%

+12.4%5 years · per year$17,953 · $16,331+10.3%

0.12%Expense ratio$12 · $4 on $10k · lower wins0.04%

0.78%12-mo yield$78 · $149 on $10k1.49%

−10.0%Worst dropSmaller wins−7.9%

13.6%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMC · VIG

6.2%MSFT4.9%

7.7%AAPL4.9%

4.5%LLY4.1%

3.9%AVGO4.3%

Held in common42.6%

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.78%	−5.1%	+5.5%	+5.4%	+21.1%	+12.4%	−10.0%	$4.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.78%	−5.1%	+5.5%	+5.4%	+21.1%	+12.4%	−10.0%	$4.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

USMC vs VIG

USMC

Principal U.S. Mega-Cap

$17,953

VIG

Vanguard Dividend Appreciation

$16,331

MeasureUSMCVIG

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield0.78%1.49%

5 years, per year+12.4%+10.3%

3 years, per year+21.1%+18.9%

Worst drop · 1Y−10.0%−7.9%

Volatility · 1Y13.6%10.8%

4–2measures won
VIG first

42.6%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: USMC, VIG

Today

42.6%most shared, USMC and VIG

USMCVIG

USMC—42.6%

VIG42.6%—

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

USMC$78 − $12 = $66

KeptFee

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