USPX vs VIG

AUSPX

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,087USPX · VIG $16,331

Lowest cost0.03%USPX · $3 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common40.9%USPX and VIG

USPX

VIG

Franklin U.S. Equity Index ETF · $2.0BVanguard Dividend Appreciation ETF · $109B

+22.0%3 years · per year$18,174 · $16,814+18.9%

+11.3%5 years · per year$17,087 · $16,331+10.3%

0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%

1.07%12-mo yield$107 · $149 on $10k1.49%

−9.1%Worst dropSmaller wins−7.9%

13.7%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSPX · VIG

6.2%MSFT4.9%

7.7%AAPL4.9%

2.3%AVGO4.3%

1.7%LLY4.1%

Held in common40.9%

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	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.07%	−4.4%	+7.9%	+9.0%	+22.0%	+11.3%	−9.1%	$2.0B
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	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.07%	−4.4%	+7.9%	+9.0%	+22.0%	+11.3%	−9.1%	$2.0B
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

USPX vs VIG

USPX

Franklin U.S. Equity Index

$17,087

VIG

Vanguard Dividend Appreciation

$16,331

MeasureUSPXVIG

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.07%1.49%

5 years, per year+11.3%+10.3%

3 years, per year+22.0%+18.9%

Worst drop · 1Y−9.1%−7.9%

Volatility · 1Y13.7%10.8%

3–3measures won
level

40.9%

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: USPX, VIG

Today

40.9%most shared, USPX and VIG

USPXVIG

USPX—40.9%

VIG40.9%—

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

USPX$107 − $3 = $104

KeptFee

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