VIG vs SPY

AVIG

BSPY

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common42.6%VIG and SPY

VIG

SPY

Vanguard Dividend Appreciation ETF · $109BState Street SPDR S&P 500 ETF · $819B

+18.9%3 years · per year$16,814 · $18,174+22.0%

+10.3%5 years · per year$16,331 · $17,099+11.3%

0.04%Expense ratio$4 · $9 on $10k · lower wins0.09%

1.49%12-mo yield$149 · $103 on $10k1.03%

−7.9%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.6%

4–2VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · SPY

4.9%MSFT6.2%

4.9%AAPL7.7%

4.3%AVGO2.3%

4.1%LLY1.7%

Held in common42.6%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

VIG vs SPY

VIG

Vanguard Dividend Appreciation

$16,331

SPY

SPDR S&P 500

$17,099

MeasureVIGSPY

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield1.49%1.03%

5 years, per year+10.3%+11.3%

3 years, per year+18.9%+22.0%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y10.8%13.6%

4–2measures won
VIG first

42.6%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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, SPY

Today

42.6%most shared, VIG and SPY

VIGSPY

VIG—42.6%

SPY42.6%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SPY$103 − $9 = $94

KeptFee

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