VIG vs SQLV

AVIG

BSQLV

Measures won5–1VIG wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · VIG $17,005

Lowest cost0.03%VUG · $3 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common0.2%VIG and SQLV

VIG

SQLV

Vanguard Dividend Appreciation ETF · $109BRoyce Quant Small-Cap Quality Value ETF · $41M

+20.6%3 years · per year$17,533 · $16,710+18.7%

+11.2%5 years · per year$17,005 · $15,155+8.7%

0.04%Expense ratio$4 · $60 on $10k · lower wins0.60%

1.44%12-mo yield$144 · $99 on $10k0.99%

−7.9%Worst dropSmaller wins−7.7%

10.2%VolatilityLower wins16.0%

5–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · SQLV

0.0%WTFC0.3%

0.0%CBT0.5%

0.0%IBOC0.6%

0.0%BMI0.2%

Held in common0.2%

End-of-day Nov 4, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs SQLV

VIG

Vanguard Dividend Appreciation

$17,005

SQLV

Royce Quant Small-Cap Quality Value

$15,155

MeasureVIGSQLV

Fee0.04%0.60%

Cost on $10k a year$4$60

Yield1.44%0.99%

5 years, per year+11.2%+8.7%

3 years, per year+20.6%+18.7%

Worst drop · 1Y−7.9%−7.7%

Volatility · 1Y10.2%16.0%

5–1measures won
VIG first

0.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

Overlap: VIG, SQLV, VUG

Today

26.4%most shared, VIG and VUG

VIGSQLVVUG

VIG—0.2%26.4%

SQLV0.2%—0.0%

VUG26.4%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee