VIG vs ASCE

AVIG

BASCE

Measures won4–0VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%VIG and ASCE

VIG

ASCE

Vanguard Dividend Appreciation ETF · $109BAllspring SMID Core ETF · $368M

+18.6%3 years · per year$16,669 · […][…]

+10.2%5 years · per year$16,243 · […][…]

0.04%Expense ratio$4 · $38 on $10k · lower wins0.38%

1.50%12-mo yield$150 · $18 on $10k0.18%

−7.9%Worst dropSmaller wins−10.5%

10.8%VolatilityLower wins19.7%

4–0VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · ASCE

0.0%NFG2.1%

Held in common0.0%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BASCE	Allspring SMID Core ETFRead Desk	0.38%	0.18%	+0.7%	+19.3%	+22.1%	new	new	−10.5%	$368M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BASCE	Allspring SMID Core ETFRead Desk	0.38%	0.18%	+0.7%	+19.3%	+22.1%	new	new	−10.5%	$368M

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

VIG vs ASCE

VIG

Vanguard Dividend Appreciation

$16,243

ASCE

Allspring SMID Core

[…]

MeasureVIGASCE

Fee0.04%0.38%

Cost on $10k a year$4$38

Yield1.50%0.18%

5 years, per year+10.2%[…]

3 years, per year+18.6%[…]

Worst drop · 1Y−7.9%−10.5%

Volatility · 1Y10.8%19.7%

4–0measures won
VIG first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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: VIG, ASCE, SCHD

Today

14.5%most shared, VIG and SCHD

VIGASCESCHD

VIG—0.0%14.5%

ASCE0.0%—0.1%

SCHD14.5%0.1%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

ASCE$18 − $38 = −$20

KeptFee

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