VBK vs VIG

AVBK

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · VBK $11,893

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common1.8%VBK and VIG

VBK

VIG

Vanguard Morningstar Small-Cap Growth ETF · $22.8BVanguard Dividend Appreciation ETF · $109B

+19.9%3 years · per year$17,239 · $17,533+20.6%

+3.5%5 years · per year$11,893 · $17,005+11.2%

0.05%Expense ratio$5 · $4 on $10k · lower wins0.04%

0.42%12-mo yield$42 · $144 on $10k1.44%

−11.4%Worst dropSmaller wins−7.9%

20.5%VolatilityLower wins10.2%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBK · VIG

0.2%HUBB0.1%

0.6%CASY0.1%

0.6%RGLD0.1%

0.3%TPL0.1%

Held in common1.8%

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.42%	+0.5%	+10.9%	+10.8%	+19.9%	+3.5%	−11.4%	$22.8B

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.42%	+0.5%	+10.9%	+10.8%	+19.9%	+3.5%	−11.4%	$22.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VBK vs VIG

VBK

Vanguard Morningstar Small-Cap Growth

$11,893

VIG

Vanguard Dividend Appreciation

$17,005

MeasureVBKVIG

Fee0.05%0.04%

Cost on $10k a year$5$4

Yield0.42%1.44%

5 years, per year+3.5%+11.2%

3 years, per year+19.9%+20.6%

Worst drop · 1Y−11.4%−7.9%

Volatility · 1Y20.5%10.2%

6–0measures won
VIG first

1.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: VBK, VIG

Today

1.8%most shared, VBK and VIG

VBKVIG

VBK—1.8%

VIG1.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

VBK$42 − $5 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee