VIG vs DUSB

AVIG

BDUSB

Measures won2–3DUSB wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.92%DUSB · $392 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]VIG and DUSB

VIG

DUSB

Vanguard Dividend Appreciation ETF · $109BDimensional Ultrashort Fixed Income ETF · $2.8B

+18.6%3 years · per year$16,669 · $11,526+4.8%

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

0.04%Expense ratio$4 · $15 on $10k · lower wins0.15%

1.50%12-mo yield$150 · $392 on $10k3.92%

−7.9%Worst dropSmaller wins−0.2%

10.8%VolatilityLower wins0.6%

2–3DUSB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · DUSB

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

Held in common[…]

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%	$120.5B
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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
4	BDUSB	Dimensional Ultrashort Fixed Income ETFRead Desk	0.15%	3.92%	0.0%	+3.1%	+3.7%	+4.8%	new	−0.2%	$2.8B

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%	$120.5B
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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
4	BDUSB	Dimensional Ultrashort Fixed Income ETFRead Desk	0.15%	3.92%	0.0%	+3.1%	+3.7%	+4.8%	new	−0.2%	$2.8B

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 DUSB

VIG

Vanguard Dividend Appreciation

$16,243

DUSB

Dimensional Ultrashort Fixed Income

[…]

MeasureVIGDUSB

Fee0.04%0.15%

Cost on $10k a year$4$15

Yield1.50%3.92%

5 years, per year+10.2%[…]

3 years, per year+18.6%+4.8%

Worst drop · 1Y−7.9%−0.2%

Volatility · 1Y10.8%0.6%

3–2measures won
DUSB first

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

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%

$44.9BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VIG, DUSB, SGOV, SCHD

Today

14.5%most shared, VIG and SCHD

VIGDUSBSGOVSCHD

VIG—[…][…]14.5%

DUSB[…]—[…][…]

SGOV[…][…]—[…]

SCHD14.5%[…][…]—

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

Income After Fees on $10,000

$377most kept, DUSB

DUSB$392 − $15 = $377

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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