VIG vs QLTY

AVIG

BQLTY

Measures won4–0VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common34.6%VIG and QLTY

VIG

QLTY

Vanguard Dividend Appreciation ETF · $109BGMO US Quality ETF · $5.4B

+18.8%3 years · per year$16,775 · […][…]

+10.7%5 years · per year$16,638 · […][…]

0.04%Expense ratio$4 · $50 on $10k · lower wins0.50%

1.46%12-mo yield$146 · $64 on $10k0.64%

−7.9%Worst dropSmaller wins−11.7%

11.0%VolatilityLower wins13.3%

4–0VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · QLTY

4.9%MSFT8.1%

4.9%AAPL3.4%

4.3%AVGO3.0%

4.1%LLY2.9%

Held in common34.6%

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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	BQLTY	GMO US Quality ETFRead Desk	0.50%	0.64%	+2.5%	+15.6%	+20.8%	new	new	−11.7%	$5.4B

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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	BQLTY	GMO US Quality ETFRead Desk	0.50%	0.64%	+2.5%	+15.6%	+20.8%	new	new	−11.7%	$5.4B

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 QLTY

VIG

Vanguard Dividend Appreciation

$16,638

QLTY

GMO US Quality

[…]

MeasureVIGQLTY

Fee0.04%0.50%

Cost on $10k a year$4$50

Yield1.46%0.64%

5 years, per year+10.7%[…]

3 years, per year+18.8%[…]

Worst drop · 1Y−7.9%−11.7%

Volatility · 1Y11.0%13.3%

4–0measures won
VIG first

34.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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, QLTY, VUG, SCHD

Today

39.9%most shared, QLTY and VUG

VIGQLTYVUGSCHD

VIG—34.6%26.4%14.5%

QLTY34.6%—39.9%17.0%

VUG26.4%39.9%—0.8%

SCHD14.5%17.0%0.8%—

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

VIG$146 − $4 = $142

VUG$41 − $3 = $38

QLTY$64 − $50 = $14

KeptFee

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