VIG vs ISCG

AVIG

BISCG

Measures won5–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · IJH $13,830

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 common2.7%VIG and ISCG

VIG

ISCG

Vanguard Dividend Appreciation ETF · $109BiShares Morningstar Small-Cap Growth ETF · $934M

+18.6%3 years · per year$16,669 · $16,813+18.9%

+10.2%5 years · per year$16,243 · $11,960+3.6%

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

1.50%12-mo yield$150 · $67 on $10k0.67%

−7.9%Worst dropSmaller wins−11.4%

10.8%VolatilityLower wins18.5%

5–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · ISCG

0.1%NDSN0.5%

0.1%IEX0.3%

0.1%LECO0.5%

0.1%MAS0.2%

Held in common2.7%

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

All Three

5Y3 funds

#
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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M

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 ISCG

VIG

Vanguard Dividend Appreciation

$16,243

ISCG

iShares Morningstar Small-Cap Growth

$11,960

MeasureVIGISCG

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield1.50%0.67%

5 years, per year+10.2%+3.6%

3 years, per year+18.6%+18.9%

Worst drop · 1Y−7.9%−11.4%

Volatility · 1Y10.8%18.5%

5–1measures won
VIG first

2.7%

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, ISCG, IJH

Today

39.5%most shared, ISCG and IJH

VIGISCGIJH

VIG—2.7%2.9%

ISCG2.7%—39.5%

IJH2.9%39.5%—

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

IJH$125 − $5 = $120

ISCG$67 − $6 = $61

KeptFee

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