SHM vs VIG

ASHM

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · SHM $10,567

Lowest cost0.03%BND · $3 on $10k

Most income4.12%BND · $412 on $10k

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

Held in common[…]SHM and VIG

SHM

VIG

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

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

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

0.20%Expense ratio$20 · $4 on $10k · lower wins0.04%

2.70%12-mo yield$270 · $149 on $10k1.49%

−2.7%Worst dropSmaller wins−7.9%

1.8%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHM · VIG

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

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ASHM	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
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B

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

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ASHM	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
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B

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

SHM vs VIG

SHM

SPDR Nuveen ICE Short Term Municipal Bond

$10,567

VIG

Vanguard Dividend Appreciation

$16,331

MeasureSHMVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield2.70%1.49%

5 years, per year+1.1%+10.3%

3 years, per year+3.4%+18.9%

Worst drop · 1Y−2.7%−7.9%

Volatility · 1Y1.8%10.8%

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

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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

Overlap: VIG, SHM, BND

Today

[…]holdings […]

VIGSHMBND

VIG—[…][…]

SHM[…]—[…]

BND[…][…]—

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

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

SHM$270 − $20 = $250

VIG$149 − $4 = $145

KeptFee

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