VIG vs SHM

AVIG

BSHM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · SHM $10,567

Lowest cost0.04%VIG · $4 on $10k

Most income2.70%SHM · $270 on $10k

Smallest drop−2.7%SHM · worst fall in 1Y

Held in common[…]VIG and SHM

VIG

SHM

Vanguard Dividend Appreciation ETF · $109BState Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B

+18.9%3 years · per year$16,814 · $11,058+3.4%

+10.3%5 years · per year$16,331 · $10,567+1.1%

0.04%Expense ratio$4 · $20 on $10k · lower wins0.20%

1.49%12-mo yield$149 · $270 on $10k2.70%

−7.9%Worst dropSmaller wins−2.7%

10.8%VolatilityLower wins1.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · SHM

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	BSHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.70%	+0.2%	+1.3%	+2.1%	+3.4%	+1.1%	−2.7%	$3.5B

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	BSHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.70%	+0.2%	+1.3%	+2.1%	+3.4%	+1.1%	−2.7%	$3.5B

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 SHM

VIG

Vanguard Dividend Appreciation

$16,331

SHM

SPDR Nuveen ICE Short Term Municipal Bond

$10,567

MeasureVIGSHM

Fee0.04%0.20%

Cost on $10k a year$4$20

Yield1.49%2.70%

5 years, per year+10.3%+1.1%

3 years, per year+18.9%+3.4%

Worst drop · 1Y−7.9%−2.7%

Volatility · 1Y10.8%1.8%

3–3measures 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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VIG, SHM

Today

[…]holdings […]

VIGSHM

VIG—[…]

SHM[…]—

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

Income After Fees on $10,000

$250most kept, SHM

SHM$270 − $20 = $250

VIG$149 − $4 = $145

KeptFee

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