VIG vs SNPD

AVIG

BSNPD

Measures won4–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · JEPI $14,448

Lowest cost0.04%VIG · $4 on $10k

Most income7.93%JEPI · $793 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common20.7%VIG and SNPD

VIG

SNPD

Vanguard Dividend Appreciation ETF · $109BXtrackers S&P Dividend Aristocrats Screened ETF · $4M

+18.8%3 years · per year$16,775 · $14,974+14.4%

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

0.04%Expense ratio$4 · $15 on $10k · lower wins0.15%

1.46%12-mo yield$146 · $305 on $10k3.05%

−7.9%Worst dropSmaller wins−8.7%

11.0%VolatilityLower wins12.5%

4–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · SNPD

3.0%XOM1.7%

2.0%ABBV1.6%

1.5%KO1.4%

1.5%PG1.2%

Held in common20.7%

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	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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	BSNPD	Xtrackers S&P Dividend Aristocrats Screened ETFRead Desk	0.15%	3.05%	+1.9%	+20.6%	+25.0%	+14.4%	new	−8.7%	$4M

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	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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	BSNPD	Xtrackers S&P Dividend Aristocrats Screened ETFRead Desk	0.15%	3.05%	+1.9%	+20.6%	+25.0%	+14.4%	new	−8.7%	$4M

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 SNPD

VIG

Vanguard Dividend Appreciation

$16,638

SNPD

Xtrackers S&P Dividend Aristocrats Screened

[…]

MeasureVIGSNPD

Fee0.04%0.15%

Cost on $10k a year$4$15

Yield1.46%3.05%

5 years, per year+10.7%[…]

3 years, per year+18.8%+14.4%

Worst drop · 1Y−7.9%−8.7%

Volatility · 1Y11.0%12.5%

4–1measures won
VIG first

20.7%

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%

$120BAssets$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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: VIG, SNPD, JEPI

Today

31.2%most shared, VIG and JEPI

VIGSNPDJEPI

VIG—20.7%31.2%

SNPD20.7%—10.1%

JEPI31.2%10.1%—

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SNPD$305 − $15 = $290

VIG$146 − $4 = $142

KeptFee

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