VIG vs DFII

AVIG

BDFII

Measures won3–1VIG wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income20.45%DFII · $2,045 on $10k

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

Held in common[…]VIG and DFII

VIG

DFII

Vanguard Dividend Appreciation ETF · $109BFT Vest Bitcoin Strategy & Target Income ETF · $20M

+18.8%3 years · per year$16,775 · […][…]

+10.7%5 years · per year$16,638 · […][…]

0.04%Expense ratio$4 · $85 on $10k · lower wins0.85%

1.46%12-mo yield$146 · $2,045 on $10k20.45%

−7.9%Worst dropSmaller wins−42.6%

11.0%VolatilityLower wins41.9%

3–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · DFII

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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%	$45.5B
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	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.45%	−1.1%	−16.7%	−26.5%	new	new	−42.6%	$20M

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%	$45.5B
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	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.45%	−1.1%	−16.7%	−26.5%	new	new	−42.6%	$20M

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 DFII

VIG

Vanguard Dividend Appreciation

$16,638

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

MeasureVIGDFII

Fee0.04%0.85%

Cost on $10k a year$4$85

Yield1.46%20.45%

5 years, per year+10.7%[…]

3 years, per year+18.8%[…]

Worst drop · 1Y−7.9%−42.6%

Volatility · 1Y11.0%41.9%

3–1measures won
VIG first

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

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, DFII, DGRO

Today

68.2%most shared, VIG and DGRO

VIGDFIIDGRO

VIG—[…]68.2%

DFII[…]—[…]

DGRO68.2%[…]—

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

Income After Fees on $10,000

$1,960most kept, DFII

DFII$2,045 − $85 = $1,960

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

KeptFee

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