VIG vs SIO

AVIG

BSIO

Measures won2–3SIO wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income7.00%SIO · $700 on $10k

Smallest drop−3.6%SIO · worst fall in 1Y

Held in common0.9%VIG and SIO

VIG

SIO

Vanguard Dividend Appreciation ETF · $109BTouchstone Strategic Income ETF · $306M

+18.8%3 years · per year$16,775 · $12,389+7.4%

+10.7%5 years · per year$16,638 · […][…]

0.04%Expense ratio$4 · $82 on $10k · lower wins0.82%

1.46%12-mo yield$146 · $700 on $10k7.00%

−7.9%Worst dropSmaller wins−3.6%

11.0%VolatilityLower wins4.0%

2–3SIO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · SIO

2.8%JNJ0.2%

3.0%XOM0.2%

0.9%IBM0.2%

1.6%BAC0.1%

Held in common0.9%

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 Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSIO	Touchstone Strategic Income ETFRead Desk	0.82%	7.00%	0.0%	+0.5%	+1.4%	+7.4%	new	−3.6%	$306M

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

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSIO	Touchstone Strategic Income ETFRead Desk	0.82%	7.00%	0.0%	+0.5%	+1.4%	+7.4%	new	−3.6%	$306M

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 SIO

VIG

Vanguard Dividend Appreciation

$16,638

SIO

Touchstone Strategic Income

[…]

MeasureVIGSIO

Fee0.04%0.82%

Cost on $10k a year$4$82

Yield1.46%7.00%

5 years, per year+10.7%[…]

3 years, per year+18.8%+7.4%

Worst drop · 1Y−7.9%−3.6%

Volatility · 1Y11.0%4.0%

3–2measures won
SIO first

0.9%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

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, SIO, DGRO

Today

68.2%most shared, VIG and DGRO

VIGSIODGRO

VIG—0.9%68.2%

SIO0.9%—0.9%

DGRO68.2%0.9%—

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

Income After Fees on $10,000

$618most kept, SIO

SIO$700 − $82 = $618

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

KeptFee

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