VIG vs SCMB

AVIG

BSCMB

Measures won1–4SCMB wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.03%SCMB · $3 on $10k

Most income3.61%SCMB · $361 on $10k

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

Held in common[…]VIG and SCMB

VIG

SCMB

Vanguard Dividend Appreciation ETF · $109BSchwab Municipal Bond ETF · $4.1B

+18.9%3 years · per year$16,814 · $11,395+4.4%

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

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.49%12-mo yield$149 · $361 on $10k3.61%

−7.9%Worst dropSmaller wins−6.7%

10.8%VolatilityLower wins3.8%

1–4SCMB wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · SCMB

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	BSCMB	Schwab Municipal Bond ETFRead Desk		0.03%	3.61%	+0.4%	0.0%	+0.4%	+4.4%	new	−6.7%	$4.1B

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	BSCMB	Schwab Municipal Bond ETFRead Desk		0.03%	3.61%	+0.4%	0.0%	+0.4%	+4.4%	new	−6.7%	$4.1B

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 SCMB

VIG

Vanguard Dividend Appreciation

$16,331

SCMB

Schwab Municipal Bond

[…]

MeasureVIGSCMB

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.49%3.61%

5 years, per year+10.3%[…]

3 years, per year+18.9%+4.4%

Worst drop · 1Y−7.9%−6.7%

Volatility · 1Y10.8%3.8%

4–1measures won
SCMB first

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, SCMB

Today

[…]holdings […]

VIGSCMB

VIG—[…]

SCMB[…]—

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

Income After Fees on $10,000

$358most kept, SCMB

SCMB$361 − $3 = $358

VIG$149 − $4 = $145

KeptFee

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