VIG vs SHM

AVIG

BSHM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,243VIG · SHM $10,564

Lowest cost0.04%VIG · $4 on $10k

Most income4.64%BNDX · $464 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

+18.6%3 years · per year$16,669 · $11,042+3.4%

+10.2%5 years · per year$16,243 · $10,564+1.1%

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

1.50%12-mo yield$150 · $270 on $10k2.70%

−7.9%Worst dropSmaller wins−2.7%

10.8%VolatilityLower wins1.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · SHM

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BSHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk	0.20%	2.70%	+0.1%	+1.4%	+2.0%	+3.4%	+1.1%	−2.7%	$3.5B
3	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.64%	+0.1%	+0.8%	+0.4%	+4.5%	+0.4%	−3.2%	$82.9B

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BSHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk	0.20%	2.70%	+0.1%	+1.4%	+2.0%	+3.4%	+1.1%	−2.7%	$3.5B
3	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.64%	+0.1%	+0.8%	+0.4%	+4.5%	+0.4%	−3.2%	$82.9B

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 SHM

VIG

Vanguard Dividend Appreciation

$16,243

SHM

SPDR Nuveen ICE Short Term Municipal Bond

$10,564

MeasureVIGSHM

Fee0.04%0.20%

Cost on $10k a year$4$20

Yield1.50%2.70%

5 years, per year+10.2%+1.1%

3 years, per year+18.6%+3.4%

Worst drop · 1Y−7.9%−2.7%

Volatility · 1Y10.8%1.8%

3–3measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$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

Overlap: VIG, SHM, BNDX

Today

[…]holdings […]

VIGSHMBNDX

VIG—[…][…]

SHM[…]—[…]

BNDX[…][…]—

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

Income After Fees on $10,000

$457most kept, BNDX

BNDX$464 − $7 = $457

SHM$270 − $20 = $250

VIG$150 − $4 = $146

KeptFee

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