VIG vs FWD

AVIG

BFWD

Measures won4–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common17.1%VIG and FWD

VIG

FWD

Vanguard Dividend Appreciation ETF · $109BAlliance Bernstein - AB Disruptors ETF · $2.9B

+18.8%3 years · per year$16,775 · $22,570+31.2%

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

0.04%Expense ratio$4 · $65 on $10k · lower wins0.65%

1.46%12-mo yield$146 · $10 on $10k0.10%

−7.9%Worst dropSmaller wins−27.3%

11.0%VolatilityLower wins31.3%

4–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · FWD

4.9%MSFT3.6%

4.3%AVGO2.4%

4.1%LLY2.4%

1.6%MRK1.8%

Held in common17.1%

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BFWD	Alliance Bernstein - AB Disruptors ETFRead Desk	0.65%	0.10%	+4.7%	+11.0%	+10.1%	+31.2%	new	−27.3%	$2.9B

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BFWD	Alliance Bernstein - AB Disruptors ETFRead Desk	0.65%	0.10%	+4.7%	+11.0%	+10.1%	+31.2%	new	−27.3%	$2.9B

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 FWD

VIG

Vanguard Dividend Appreciation

$16,638

FWD

Alliance Bernstein - AB Disruptors

[…]

MeasureVIGFWD

Fee0.04%0.65%

Cost on $10k a year$4$65

Yield1.46%0.10%

5 years, per year+10.7%[…]

3 years, per year+18.8%+31.2%

Worst drop · 1Y−7.9%−27.3%

Volatility · 1Y11.0%31.3%

4–1measures won
VIG first

17.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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, FWD, SCHD

Today

17.1%most shared, VIG and FWD

VIGFWDSCHD

VIG—17.1%14.5%

FWD17.1%—3.8%

SCHD14.5%3.8%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

FWD$10 − $65 = −$55

KeptFee

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