VIG vs MDEV

AVIG

BMDEV

Measures won6–0VIG wins · of 6 · 5Y

$10,000 · 5Y$17,742VYM · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income2.22%VYM · $222 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common3.1%VIG and MDEV

VIG

MDEV

Vanguard Dividend Appreciation ETF · $109BFirst Trust Indxx Medical Devices ETF · $3M

+20.6%3 years · per year$17,533 · $13,541+10.6%

+11.2%5 years · per year$17,005 · $9,263−1.5%

0.04%Expense ratio$4 · $70 on $10k · lower wins0.70%

1.44%12-mo yield$144 · $9 on $10k0.09%

−7.9%Worst dropSmaller wins−18.2%

10.2%VolatilityLower wins17.3%

6–0VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · MDEV

0.8%ABT2.1%

0.6%DHR2.0%

0.5%MDT2.1%

0.4%SYK2.2%

Held in common3.1%

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.09%	+5.3%	+11.0%	+14.2%	+10.6%	−1.5%	−18.2%	$3M

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.09%	+5.3%	+11.0%	+14.2%	+10.6%	−1.5%	−18.2%	$3M

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 MDEV

VIG

Vanguard Dividend Appreciation

$17,005

MDEV

First Trust Indxx Medical Devices

$9,263

MeasureVIGMDEV

Fee0.04%0.70%

Cost on $10k a year$4$70

Yield1.44%0.09%

5 years, per year+11.2%−1.5%

3 years, per year+20.6%+10.6%

Worst drop · 1Y−7.9%−18.2%

Volatility · 1Y10.2%17.3%

6–0measures won
VIG first

3.1%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VIG, MDEV, VYM

Today

60.6%most shared, VIG and VYM

VIGMDEVVYM

VIG—3.1%60.6%

MDEV3.1%—1.5%

VYM60.6%1.5%—

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

Income After Fees on $10,000

$218most kept, VYM

VYM$222 − $4 = $218

VIG$144 − $4 = $140

MDEV$9 − $70 = −$61

KeptFee

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