VIG vs SPYM

AVIG

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VIG $16,243

Lowest cost0.02%SPYM · $2 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common42.8%VIG and SPYM

VIG

SPYM

Vanguard Dividend Appreciation ETF · $109BState Street SPDR Portfolio S&P 500 ETF · $182B

+18.6%3 years · per year$16,669 · $18,082+21.8%

+10.2%5 years · per year$16,243 · $17,192+11.4%

0.04%Expense ratio$4 · $2 on $10k · lower wins0.02%

1.50%12-mo yield$150 · $105 on $10k1.05%

−7.9%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · SPYM

4.9%MSFT6.3%

4.9%AAPL7.9%

4.3%AVGO2.2%

4.1%LLY1.7%

Held in common42.8%

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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 SPYM

VIG

Vanguard Dividend Appreciation

$16,243

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureVIGSPYM

Fee0.04%0.02%

Cost on $10k a year$4$2

Yield1.50%1.05%

5 years, per year+10.2%+11.4%

3 years, per year+18.6%+21.8%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y10.8%13.6%

3–3measures won
level

42.8%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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

Overlap: VIG, SPYM

Today

42.8%most shared, VIG and SPYM

VIGSPYM

VIG—42.8%

SPYM42.8%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

SPYM$105 − $2 = $103

KeptFee

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