VIG vs SDVY

AVIG

BSDVY

Measures won6–0VIG wins · of 6 · 5Y

$10,000 · 5Y$17,305VYM · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income2.25%VYM · $225 on $10k

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

Held in common3.9%VIG and SDVY

VIG

SDVY

Vanguard Dividend Appreciation ETF · $109BFirst Trust SMID Cap Rising Dividend Achievers ETF · $11.3B

+20.2%3 years · per year$17,369 · $16,790+18.9%

+10.5%5 years · per year$16,495 · $15,626+9.3%

0.04%Expense ratio$4 · $58 on $10k · lower wins0.58%

1.47%12-mo yield$147 · $98 on $10k0.98%

−7.9%Worst dropSmaller wins−9.5%

10.0%VolatilityLower wins14.1%

6–0VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · SDVY

0.3%FIX0.4%

0.2%FITB0.5%

0.1%CBOE0.8%

0.1%WSM1.1%

Held in common3.9%

End-of-day Nov 3, 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%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSDVY	First Trust SMID Cap Rising Dividend Achievers ETFRead Desk	0.58%	0.98%	−0.4%	+11.9%	+15.2%	+18.9%	+9.3%	−9.5%	$11.3B

End-of-day Nov 3, 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%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSDVY	First Trust SMID Cap Rising Dividend Achievers ETFRead Desk	0.58%	0.98%	−0.4%	+11.9%	+15.2%	+18.9%	+9.3%	−9.5%	$11.3B

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

Cards for this view

VIG vs SDVY

VIG

Vanguard Dividend Appreciation

$16,495

SDVY

First Trust SMID Cap Rising Dividend Achievers

$15,626

MeasureVIGSDVY

Fee0.04%0.58%

Cost on $10k a year$4$58

Yield1.47%0.98%

5 years, per year+10.5%+9.3%

3 years, per year+20.2%+18.9%

Worst drop · 1Y−7.9%−9.5%

Volatility · 1Y10.0%14.1%

6–0measures won
VIG first

3.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: VIG, SDVY, VYM

Today

60.6%most shared, VIG and VYM

VIGSDVYVYM

VIG—3.9%60.6%

SDVY3.9%—4.7%

VYM60.6%4.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$221most kept, VYM

VYM$225 − $4 = $221

VIG$147 − $4 = $143

SDVY$98 − $58 = $40

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee