VIG vs GISC

AVIG

BGISC

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,941DGRO · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.96%GISC · $196 on $10k

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

Held in common0.1%VIG and GISC

VIG

GISC

Vanguard Dividend Appreciation ETF · $109BGuggenheim Funds Trust - Guggenheim Securitized Income ETF · $93M

+18.9%3 years · per year$16,814 · […][…]

+10.3%5 years · per year$16,331 · […][…]

0.04%Expense ratio$4 · $47 on $10k · lower wins0.47%

1.49%12-mo yield$149 · $196 on $10k1.96%

−7.9%Worst dropSmaller wins[…]

10.8%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · GISC

0.1%VMC5.4%

Held in common0.1%

End-of-day Nov 5, 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%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk	0.47%	1.96%	+0.1%	new	new	new	new	[…]	$93M

End-of-day Nov 5, 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%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk	0.47%	1.96%	+0.1%	new	new	new	new	[…]	$93M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs GISC

VIG

Vanguard Dividend Appreciation

$16,331

GISC

Guggenheim Funds Trust - Guggenheim Securitized Income

[…]

MeasureVIGGISC

Fee0.04%0.47%

Cost on $10k a year$4$47

Yield1.49%1.96%

5 years, per year+10.3%[…]

3 years, per year+18.9%[…]

Worst drop · 1Y−7.9%[…]

Volatility · 1Y10.8%[…]

1–1measures won
level

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VIG, GISC, DGRO

Today

68.5%most shared, VIG and DGRO

VIGGISCDGRO

VIG—0.1%68.5%

GISC0.1%—0.1%

DGRO68.5%0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$178most kept, DGRO

DGRO$186 − $8 = $178

GISC$196 − $47 = $149

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee