VIG vs FORH

AVIG

BFORH

Measures won5–1VIG 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 common0.1%VIG and FORH

VIG

FORH

Vanguard Dividend Appreciation ETF · $109BFormidable ETF · $16M

+18.6%3 years · per year$16,669 · $10,578+1.9%

+10.2%5 years · per year$16,243 · $10,064+0.1%

0.04%Expense ratio$4 · $119 on $10k · lower wins1.19%

1.50%12-mo yield$150 · $198 on $10k1.98%

−7.9%Worst dropSmaller wins−15.3%

10.8%VolatilityLower wins14.7%

5–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · FORH

0.1%RGLD3.2%

Held in common0.1%

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	BFORH	Formidable ETFRead Desk	1.19%	1.98%	+1.3%	−8.0%	−8.7%	+1.9%	+0.1%	−15.3%	$16M

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	BFORH	Formidable ETFRead Desk	1.19%	1.98%	+1.3%	−8.0%	−8.7%	+1.9%	+0.1%	−15.3%	$16M

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 FORH

VIG

Vanguard Dividend Appreciation

$16,243

FORH

Formidable

$10,064

MeasureVIGFORH

Fee0.04%1.19%

Cost on $10k a year$4$119

Yield1.50%1.98%

5 years, per year+10.2%+0.1%

3 years, per year+18.6%+1.9%

Worst drop · 1Y−7.9%−15.3%

Volatility · 1Y10.8%14.7%

5–1measures won
VIG first

0.1%

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, FORH, SCHD

Today

14.5%most shared, VIG and SCHD

VIGFORHSCHD

VIG—0.1%14.5%

FORH0.1%—0.0%

SCHD14.5%0.0%—

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

FORH$198 − $119 = $79

KeptFee

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