VIG vs RECS

AVIG

BRECS

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$17,787RECS · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common21.1%VIG and RECS

VIG

RECS

Vanguard Dividend Appreciation ETF · $109BColumbia Research Enhanced Core ETF · $6.0B

+18.6%3 years · per year$16,669 · $18,239+22.2%

+10.2%5 years · per year$16,243 · $17,787+12.2%

0.04%Expense ratio$4 · $15 on $10k · lower wins0.15%

1.50%12-mo yield$150 · $104 on $10k1.04%

−7.9%Worst dropSmaller wins−8.8%

10.8%VolatilityLower wins12.5%

4–2VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · RECS

4.9%AAPL12.9%

2.0%MA2.8%

1.6%BAC1.7%

1.9%CSCO0.9%

Held in common21.1%

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	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.04%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.04%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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 RECS

VIG

Vanguard Dividend Appreciation

$16,243

RECS

Columbia Research Enhanced Core

$17,787

MeasureVIGRECS

Fee0.04%0.15%

Cost on $10k a year$4$15

Yield1.50%1.04%

5 years, per year+10.2%+12.2%

3 years, per year+18.6%+22.2%

Worst drop · 1Y−7.9%−8.8%

Volatility · 1Y10.8%12.5%

4–2measures won
VIG first

21.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VIG, RECS, SCHD

Today

21.1%most shared, VIG and RECS

VIGRECSSCHD

VIG—21.1%14.5%

RECS21.1%—8.5%

SCHD14.5%8.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

RECS$104 − $15 = $89

KeptFee

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