USMV vs VIG

AUSMV

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · USMV $14,154

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common34.2%USMV and VIG

USMV

VIG

iShares MSCI USA Min Vol Factor ETF · $23.8BVanguard Dividend Appreciation ETF · $109B

+13.7%3 years · per year$14,709 · $16,669+18.6%

+7.2%5 years · per year$14,154 · $16,243+10.2%

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

1.39%12-mo yield$139 · $150 on $10k1.50%

−6.5%Worst dropSmaller wins−7.9%

9.1%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMV · VIG

1.6%MSFT4.9%

1.5%JNJ2.8%

1.4%XOM3.0%

1.4%MRK1.6%

Held in common34.2%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.8B

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.8B

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

USMV vs VIG

USMV

iShares MSCI USA Min Vol Factor

$14,154

VIG

Vanguard Dividend Appreciation

$16,243

MeasureUSMVVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.39%1.50%

5 years, per year+7.2%+10.2%

3 years, per year+13.7%+18.6%

Worst drop · 1Y−6.5%−7.9%

Volatility · 1Y9.1%10.8%

4–2measures won
VIG first

34.2%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: USMV, VIG

Today

34.2%most shared, USMV and VIG

USMVVIG

USMV—34.2%

VIG34.2%—

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

USMV$139 − $15 = $124

KeptFee

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