VIG vs GISC

AVIG

BGISC

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,254VYM · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.7%VYM · 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

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

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

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

1.46%12-mo yield$146 · $196 on $10k1.96%

−7.9%Worst dropSmaller wins[…]

11.0%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · GISC

0.1%VMC5.4%

Held in common0.1%

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 Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
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	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
4	BGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk	0.47%	1.96%	0.0%	new	new	new	new	[…]	$93M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
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	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
4	BGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk	0.47%	1.96%	0.0%	new	new	new	new	[…]	$93M

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 GISC

VIG

Vanguard Dividend Appreciation

$16,638

GISC

Guggenheim Funds Trust - Guggenheim Securitized Income

[…]

MeasureVIGGISC

Fee0.04%0.47%

Cost on $10k a year$4$47

Yield1.46%1.96%

5 years, per year+10.7%[…]

3 years, per year+18.8%[…]

Worst drop · 1Y−7.9%[…]

Volatility · 1Y11.0%[…]

1–1measures won
level

0.1%

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, GISC, VYM, SCHD

Today

60.6%most shared, VIG and VYM

VIGGISCVYMSCHD

VIG—0.1%60.6%14.5%

GISC0.1%—0.5%0.8%

VYM60.6%0.5%—21.9%

SCHD14.5%0.8%21.9%—

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

VYM$226 − $4 = $222

GISC$196 − $47 = $149

VIG$146 − $4 = $142

KeptFee

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