VIG vs SHM

AVIG

BSHM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,454

Lowest cost0.04%VIG · $4 on $10k

Most income12.39%JEPQ · $1,239 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

+18.8%3 years · per year$16,775 · $11,026+3.3%

+10.7%5 years · per year$16,638 · $10,577+1.1%

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

1.46%12-mo yield$146 · $270 on $10k2.70%

−7.9%Worst dropSmaller wins−2.7%

11.0%VolatilityLower wins1.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · SHM

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BSHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk	0.20%	2.70%	+0.1%	+1.5%	+2.2%	+3.3%	+1.1%	−2.7%	$3.5B
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BSHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk	0.20%	2.70%	+0.1%	+1.5%	+2.2%	+3.3%	+1.1%	−2.7%	$3.5B
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 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

$16,638

SHM

SPDR Nuveen ICE Short Term Municipal Bond

$10,578

MeasureVIGSHM

Fee0.04%0.20%

Cost on $10k a year$4$20

Yield1.46%2.70%

5 years, per year+10.7%+1.1%

3 years, per year+18.8%+3.3%

Worst drop · 1Y−7.9%−2.7%

Volatility · 1Y11.0%1.8%

3–3measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: VIG, SHM, SCHD, JEPQ

Today

26.2%most shared, VIG and JEPQ

VIGSHMSCHDJEPQ

VIG—[…]14.5%26.2%

SHM[…]—[…][…]

SCHD14.5%[…]—3.8%

JEPQ26.2%[…]3.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

SHM$270 − $20 = $250

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee