VIG vs DFAT

AVIG

BDFAT

Measures won6–0VIG 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 common2.2%VIG and DFAT

VIG

DFAT

Vanguard Dividend Appreciation ETF · $109BDimensional - US Targeted Value ETF · $30.8B

+18.6%3 years · per year$16,669 · $16,470+18.1%

+10.2%5 years · per year$16,243 · $15,924+9.8%

0.04%Expense ratio$4 · $31 on $10k · lower wins0.31%

1.50%12-mo yield$150 · $135 on $10k1.35%

−7.9%Worst dropSmaller wins−9.6%

10.8%VolatilityLower wins14.6%

6–0VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · DFAT

0.1%IEX0.1%

0.1%RGA0.4%

0.1%RNR0.6%

0.1%AIZ0.3%

Held in common2.2%

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	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B

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	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B

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 DFAT

VIG

Vanguard Dividend Appreciation

$16,243

DFAT

Dimensional - US Targeted Value

$15,924

MeasureVIGDFAT

Fee0.04%0.31%

Cost on $10k a year$4$31

Yield1.50%1.35%

5 years, per year+10.2%+9.8%

3 years, per year+18.6%+18.1%

Worst drop · 1Y−7.9%−9.6%

Volatility · 1Y10.8%14.6%

6–0measures won
VIG first

2.2%

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, DFAT, SCHD

Today

14.5%most shared, VIG and SCHD

VIGDFATSCHD

VIG—2.2%14.5%

DFAT2.2%—3.4%

SCHD14.5%3.4%—

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

DFAT$135 − $31 = $104

KeptFee

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