VGMS vs VIG

AVGMS

BVIG

Measures won3–1VGMS wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income5.55%VGMS · $555 on $10k

Smallest drop−2.7%VGMS · worst fall in 1Y

Held in common0.0%VGMS and VIG

VGMS

VIG

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETF · $298MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.30%Expense ratio$30 · $4 on $10k · lower wins0.04%

5.55%12-mo yield$555 · $144 on $10k1.44%

−2.7%Worst dropSmaller wins−7.9%

3.4%VolatilityLower wins10.2%

3–1VGMS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVGMS · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	AVGMS	Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFRead Desk	0.30%	5.55%	+0.5%	+1.1%	+2.4%	new	new	−2.7%	$298M

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

All Three

5Y3 funds

#
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	AVGMS	Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFRead Desk	0.30%	5.55%	+0.5%	+1.1%	+2.4%	new	new	−2.7%	$298M

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

VGMS vs VIG

VGMS

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureVGMSVIG

Fee0.30%0.04%

Cost on $10k a year$30$4

Yield5.55%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−2.7%−7.9%

Volatility · 1Y3.4%10.2%

3–1measures won
VGMS first

0.0%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VGMS, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

VGMSVIGSCHD

VGMS—0.0%0.0%

VIG0.0%—14.5%

SCHD0.0%14.5%—

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

Income After Fees on $10,000

$525most kept, VGMS

VGMS$555 − $30 = $525

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

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