VHT vs VYM

AVHT

BVYM

Measures won0–6VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · VIG $16,638

Lowest cost0.04%VYM · $4 on $10k

Most income2.26%VYM · $226 on $10k

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

Held in common13.9%VHT and VYM

VHT

VYM

Vanguard Health Care ETF · $19.1BVanguard High Dividend Yield ETF · $78.9B

+16.6%3 years · per year$15,855 · $17,150+19.7%

+7.7%5 years · per year$14,465 · $17,254+11.5%

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

1.33%12-mo yield$133 · $226 on $10k2.26%

−10.4%Worst dropSmaller wins−6.7%

16.4%VolatilityLower wins10.8%

0–6VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVHT · VYM

8.8%JNJ2.7%

6.5%ABBV2.0%

5.0%MRK1.5%

4.7%UNH1.4%

Held in common13.9%

End-of-day Nov 9, 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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AVHT	Vanguard Health Care ETFRead Desk	0.09%	1.33%	+2.0%	+22.2%	+29.9%	+16.6%	+7.7%	−10.4%	$19.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AVHT	Vanguard Health Care ETFRead Desk	0.09%	1.33%	+2.0%	+22.2%	+29.9%	+16.6%	+7.7%	−10.4%	$19.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VHT vs VYM

VHT

Vanguard Health Care

$14,465

VYM

Vanguard High Dividend Yield

$17,254

MeasureVHTVYM

Fee0.09%0.04%

Cost on $10k a year$9$4

Yield1.33%2.26%

5 years, per year+7.7%+11.5%

3 years, per year+16.6%+19.7%

Worst drop · 1Y−10.4%−6.7%

Volatility · 1Y16.4%10.8%

6–0measures won
VYM first

13.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VHT, VYM, VIG

Today

60.6%most shared, VYM and VIG

VHTVYMVIG

VHT—13.9%18.5%

VYM13.9%—60.6%

VIG18.5%60.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

VIG$146 − $4 = $142

VHT$133 − $9 = $124

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee