VIG vs GTO

AVIG

BGTO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income4.92%GTO · $492 on $10k

Smallest drop−4.5%GTO · worst fall in 1Y

Held in common0.0%VIG and GTO

VIG

GTO

Vanguard Dividend Appreciation ETF · $109BInvesco Total Return Bond ETF · $2.6B

+18.8%3 years · per year$16,775 · $11,760+5.6%

+10.7%5 years · per year$16,638 · $9,911−0.2%

0.04%Expense ratio$4 · $35 on $10k · lower wins0.35%

1.46%12-mo yield$146 · $492 on $10k4.92%

−7.9%Worst dropSmaller wins−4.5%

11.0%VolatilityLower wins3.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · GTO

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

Held in common0.0%

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%	$121.7B
3	BGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.92%	0.0%	−0.2%	+0.4%	+5.6%	−0.2%	−4.5%	$2.6B

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%	$121.7B
3	BGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.92%	0.0%	−0.2%	+0.4%	+5.6%	−0.2%	−4.5%	$2.6B

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 GTO

VIG

Vanguard Dividend Appreciation

$16,638

GTO

Invesco Total Return Bond

$9,911

MeasureVIGGTO

Fee0.04%0.35%

Cost on $10k a year$4$35

Yield1.46%4.92%

5 years, per year+10.7%−0.2%

3 years, per year+18.8%+5.6%

Worst drop · 1Y−7.9%−4.5%

Volatility · 1Y11.0%3.6%

3–3measures won
level

0.0%

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%

$45.5BAssets$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, GTO, SCHD

Today

14.5%most shared, VIG and SCHD

VIGGTOSCHD

VIG—0.0%14.5%

GTO0.0%—0.0%

SCHD14.5%0.0%—

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

Income After Fees on $10,000

$457most kept, GTO

GTO$492 − $35 = $457

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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