VIG vs ISCG

AVIG

BISCG

Measures won5–1VIG wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VIG $16,638

Lowest cost0.03%VTV · $3 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common2.7%VIG and ISCG

VIG

ISCG

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

+18.8%3 years · per year$16,775 · $17,100+19.6%

+10.7%5 years · per year$16,638 · $12,106+3.9%

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

1.46%12-mo yield$146 · $65 on $10k0.65%

−7.9%Worst dropSmaller wins−11.4%

11.0%VolatilityLower wins18.8%

5–1VIG wins

$10,000 · 5 yearsAll four, 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 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
4	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$934M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
4	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$934M

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 ISCG

VIG

Vanguard Dividend Appreciation

$16,638

ISCG

iShares Morningstar Small-Cap Growth

$12,106

MeasureVIGISCG

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield1.46%0.65%

5 years, per year+10.7%+3.9%

3 years, per year+18.8%+19.6%

Worst drop · 1Y−7.9%−11.4%

Volatility · 1Y11.0%18.8%

5–1measures won
VIG first

2.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$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

Overlap: VIG, ISCG, VTV, SCHD

Today

51.5%most shared, VIG and VTV

VIGISCGVTVSCHD

VIG—2.7%51.5%14.5%

ISCG2.7%—0.0%1.0%

VTV51.5%0.0%—17.9%

SCHD14.5%1.0%17.9%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VTV$183 − $3 = $180

VIG$146 − $4 = $142

ISCG$65 − $6 = $59

KeptFee

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