VIG vs MPIM

AVIG

BMPIM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income3.58%MPIM · $358 on $10k

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

Held in common[…]VIG and MPIM

VIG

MPIM

Vanguard Dividend Appreciation ETF · $109Bm+ Income Momentum Autocall ETF · $37M

+18.9%3 years · per year$16,814 · […][…]

+10.3%5 years · per year$16,331 · […][…]

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

1.49%12-mo yield$149 · $358 on $10k3.58%

−7.9%Worst dropSmaller wins[…]

10.8%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · MPIM

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	BMPIM	m+ Income Momentum Autocall ETFRead Desk		0.70%	3.58%	−7.1%	new	new	new	new	[…]	$37M

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	BMPIM	m+ Income Momentum Autocall ETFRead Desk		0.70%	3.58%	−7.1%	new	new	new	new	[…]	$37M

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

Cards for this view

VIG vs MPIM

VIG

Vanguard Dividend Appreciation

$16,331

MPIM

m+ Income Momentum Autocall

[…]

MeasureVIGMPIM

Fee0.04%0.70%

Cost on $10k a year$4$70

Yield1.49%3.58%

5 years, per year+10.3%[…]

3 years, per year+18.9%[…]

Worst drop · 1Y−7.9%[…]

Volatility · 1Y10.8%[…]

1–1measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VIG, MPIM

Today

[…]holdings […]

VIGMPIM

VIG—[…]

MPIM[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$288most kept, MPIM

MPIM$358 − $70 = $288

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee