VIG vs IGV

AVIG

BIGV

Measures won6–0VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · IGV $11,265

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common6.5%VIG and IGV

VIG

IGV

Vanguard Dividend Appreciation ETF · $109BiShares Expanded Tech-Software Sector ETF · $12.4B

+18.6%3 years · per year$16,669 · $14,533+13.3%

+10.2%5 years · per year$16,243 · $11,264+2.4%

0.04%Expense ratio$4 · $38 on $10k · lower wins0.38%

1.50%12-mo yield$150 · $2 on $10k0.02%

−7.9%Worst dropSmaller wins−33.2%

10.8%VolatilityLower wins32.9%

6–0VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · IGV

4.9%MSFT9.5%

1.1%ORCL7.0%

0.3%INTU3.6%

0.2%ROP1.8%

Held in common6.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs IGV

VIG

Vanguard Dividend Appreciation

$16,243

IGV

iShares Expanded Tech-Software Sector

$11,265

MeasureVIGIGV

Fee0.04%0.38%

Cost on $10k a year$4$38

Yield1.50%0.02%

5 years, per year+10.2%+2.4%

3 years, per year+18.6%+13.3%

Worst drop · 1Y−7.9%−33.2%

Volatility · 1Y10.8%32.9%

6–0measures won
VIG first

6.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VIG, IGV

Today

6.5%most shared, VIG and IGV

VIGIGV

VIG—6.5%

IGV6.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee