VFH vs VIG

AVFH

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · VFH $15,434

Lowest cost0.04%VIG · $4 on $10k

Most income1.69%VFH · $169 on $10k

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

Held in common20.7%VFH and VIG

VFH

VIG

Vanguard Financials ETF · $12.7BVanguard Dividend Appreciation ETF · $109B

+23.6%3 years · per year$18,873 · $16,814+18.9%

+9.1%5 years · per year$15,434 · $16,331+10.3%

0.09%Expense ratio$9 · $4 on $10k · lower wins0.04%

1.69%12-mo yield$169 · $149 on $10k1.49%

−14.7%Worst dropSmaller wins−7.9%

15.4%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVFH · VIG

10.4%JPM3.9%

7.1%V2.5%

5.3%MA2.0%

4.2%BAC1.6%

Held in common20.7%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AVFH	Vanguard Financials ETFRead Desk		0.09%	1.69%	−2.8%	+5.8%	+11.2%	+23.6%	+9.1%	−14.7%	$12.7B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AVFH	Vanguard Financials ETFRead Desk		0.09%	1.69%	−2.8%	+5.8%	+11.2%	+23.6%	+9.1%	−14.7%	$12.7B

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

VFH vs VIG

VFH

Vanguard Financials

$15,434

VIG

Vanguard Dividend Appreciation

$16,331

MeasureVFHVIG

Fee0.09%0.04%

Cost on $10k a year$9$4

Yield1.69%1.49%

5 years, per year+9.1%+10.3%

3 years, per year+23.6%+18.9%

Worst drop · 1Y−14.7%−7.9%

Volatility · 1Y15.4%10.8%

4–2measures won
VIG first

20.7%

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: VFH, VIG

Today

20.7%most shared, VFH and VIG

VFHVIG

VFH—20.7%

VIG20.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$160most kept, VFH

VFH$169 − $9 = $160

VIG$149 − $4 = $145

KeptFee

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