VIG vs GLDM

AVIG

BGLDM

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$22,478GLDM · SCHD $16,375

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common[…]VIG and GLDM

VIG

GLDM

Vanguard Dividend Appreciation ETF · $109BSPDR Gold MiniShares Trust · $29.7B

+18.9%3 years · per year$16,814 · $20,308+26.6%

+10.3%5 years · per year$16,331 · $22,478+17.6%

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

1.49%12-mo yield$149 · $0 on $10k0.00%

−7.9%Worst dropSmaller wins−28.0%

10.8%VolatilityLower wins28.9%

4–2VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · GLDM

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

Held in common[…]

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	BGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+3.7%	−5.8%	+1.3%	+26.6%	+17.6%	−28.0%	$29.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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	BGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+3.7%	−5.8%	+1.3%	+26.6%	+17.6%	−28.0%	$29.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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 GLDM

VIG

Vanguard Dividend Appreciation

$16,331

GLDM

SPDR Gold MiniShares Trust

$22,478

MeasureVIGGLDM

Fee0.04%0.10%

Cost on $10k a year$4$10

Yield1.49%0.00%

5 years, per year+10.3%+17.6%

3 years, per year+18.9%+26.6%

Worst drop · 1Y−7.9%−28.0%

Volatility · 1Y10.8%28.9%

4–2measures won
VIG first

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

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−5.3%

−5.8%Year to date−5.3%

0.10% · $10Fee · on $10k a year0.40% · $40

$29.7BAssets$131B

1–1level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VIG, GLDM, SCHD

Today

14.5%most shared, VIG and SCHD

VIGGLDMSCHD

VIG—[…]14.5%

GLDM[…]—[…]

SCHD14.5%[…]—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

GLDM$0 − $10 = −$10

KeptFee

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