VIG vs ISCG

AVIG

BISCG

Measures won5–1VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · ISCG $12,768

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common2.7%VIG and ISCG

VIG

ISCG

Vanguard Dividend Appreciation ETF · $109BiShares Morningstar Small-Cap Growth ETF · $966M

+20.6%3 years · per year$17,533 · $17,783+21.2%

+11.2%5 years · per year$17,005 · $12,768+5.0%

0.04%Expense ratio$4 · $6 on $10k · lower wins0.06%

1.44%12-mo yield$144 · $65 on $10k0.65%

−7.9%Worst dropSmaller wins−11.4%

10.2%VolatilityLower wins18.0%

5–1VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · ISCG

0.1%NDSN0.6%

0.1%IEX0.3%

0.1%LECO0.5%

0.1%MAS0.2%

Held in common2.7%

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$966M

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$966M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs ISCG

VIG

Vanguard Dividend Appreciation

$17,005

ISCG

iShares Morningstar Small-Cap Growth

$12,768

MeasureVIGISCG

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield1.44%0.65%

5 years, per year+11.2%+5.0%

3 years, per year+20.6%+21.2%

Worst drop · 1Y−7.9%−11.4%

Volatility · 1Y10.2%18.0%

5–1measures won
VIG first

2.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: VIG, ISCG

Today

2.7%most shared, VIG and ISCG

VIGISCG

VIG—2.7%

ISCG2.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee