VIG vs DFAS

AVIG

BDFAS

Measures won6–0VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common3.9%VIG and DFAS

VIG

DFAS

Vanguard Dividend Appreciation ETF · $109BDimensional - US Small Cap ETF · $33.7B

+18.6%3 years · per year$16,669 · $16,130+17.3%

+10.2%5 years · per year$16,243 · $13,927+6.8%

0.04%Expense ratio$4 · $30 on $10k · lower wins0.30%

1.50%12-mo yield$150 · $103 on $10k1.03%

−7.9%Worst dropSmaller wins−9.4%

10.8%VolatilityLower wins15.7%

6–0VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · DFAS

0.1%ALLE0.1%

0.1%AIZ0.2%

0.1%AVY0.2%

0.1%RNR0.1%

Held in common3.9%

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 Four

5Y4 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B

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

All Four

5Y4 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B

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 DFAS

VIG

Vanguard Dividend Appreciation

$16,243

DFAS

Dimensional - US Small Cap

$13,927

MeasureVIGDFAS

Fee0.04%0.30%

Cost on $10k a year$4$30

Yield1.50%1.03%

5 years, per year+10.2%+6.8%

3 years, per year+18.6%+17.3%

Worst drop · 1Y−7.9%−9.4%

Volatility · 1Y10.8%15.7%

6–0measures won
VIG first

3.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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

Overlap: VIG, DFAS, SCHD, VUG

Today

26.4%most shared, VIG and VUG

VIGDFASSCHDVUG

VIG—3.9%14.5%26.4%

DFAS3.9%—3.5%0.0%

SCHD14.5%3.5%—0.8%

VUG26.4%0.0%0.8%—

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

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

KeptFee

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