VDIG vs VYM

AVDIG

BVYM

Measures won0–2VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common25.4%VDIG and VYM

VDIG

VYM

Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETF · $32MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,107+19.6%

[…]5 years · per year[…] · $16,941+11.1%

0.40%Expense ratio$40 · $4 on $10k · lower wins0.04%

0.12%12-mo yield$12 · $231 on $10k2.31%

[…]Worst dropSmaller wins−6.7%

[…]VolatilityLower wins10.6%

0–2VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsVDIG · VYM

5.4%AVGO6.9%

4.1%JPM3.8%

1.9%XOM2.8%

4.1%MRK1.5%

Held in common25.4%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AVDIG	Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETFRead Desk		0.40%	0.12%	−0.5%	+5.5%	new	new	new	[…]	$32M

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AVDIG	Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETFRead Desk		0.40%	0.12%	−0.5%	+5.5%	new	new	new	[…]	$32M

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

VDIG vs VYM

VDIG

Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active

[…]

VYM

Vanguard High Dividend Yield

$16,941

MeasureVDIGVYM

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield0.12%2.31%

5 years, per year[…]+11.1%

3 years, per year[…]+19.6%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]10.6%

2–0measures won
VYM first

25.4%

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VDIG, VYM

Today

25.4%most shared, VDIG and VYM

VDIGVYM

VDIG—25.4%

VYM25.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

VDIG$12 − $40 = −$28

KeptFee

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