VIG vs BFOR

AVIG

BBFOR

Measures won5–1VIG wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income1.84%DGRO · $184 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common11.0%VIG and BFOR

VIG

BFOR

Vanguard Dividend Appreciation ETF · $109BALPS ETF Trust - Barron's 400 ETF · $233M

+18.8%3 years · per year$16,775 · $17,160+19.7%

+10.7%5 years · per year$16,638 · $15,354+9.0%

0.04%Expense ratio$4 · $65 on $10k · lower wins0.65%

1.46%12-mo yield$146 · $53 on $10k0.53%

−7.9%Worst dropSmaller wins−9.0%

11.0%VolatilityLower wins14.8%

5–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · BFOR

1.0%AMGN0.3%

4.1%LLY0.3%

0.4%SYK0.3%

2.0%MA0.3%

Held in common11.0%

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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BBFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk	0.65%	0.53%	+2.7%	+12.7%	+17.8%	+19.7%	+9.0%	−9.0%	$233M

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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BBFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk	0.65%	0.53%	+2.7%	+12.7%	+17.8%	+19.7%	+9.0%	−9.0%	$233M

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

VIG vs BFOR

VIG

Vanguard Dividend Appreciation

$16,638

BFOR

ALPS ETF Trust - Barron's 400

$15,354

MeasureVIGBFOR

Fee0.04%0.65%

Cost on $10k a year$4$65

Yield1.46%0.53%

5 years, per year+10.7%+9.0%

3 years, per year+18.8%+19.7%

Worst drop · 1Y−7.9%−9.0%

Volatility · 1Y11.0%14.8%

5–1measures won
VIG first

11.0%

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%

$120BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: VIG, BFOR, DGRO

Today

68.2%most shared, VIG and DGRO

VIGBFORDGRO

VIG—11.0%68.2%

BFOR11.0%—12.3%

DGRO68.2%12.3%—

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

Income After Fees on $10,000

$176most kept, DGRO

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

BFOR$53 − $65 = −$12

KeptFee

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