VIG vs SSUS

AVIG

BSSUS

Measures won6–0VIG wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.30%VYM · $230 on $10k

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

Held in common5.1%VIG and SSUS

VIG

SSUS

Vanguard Dividend Appreciation ETF · $109BStrategy Shares Day Hagan Smart Sector ETF · $600M

+18.9%3 years · per year$16,814 · $16,456+18.1%

+10.3%5 years · per year$16,331 · $15,472+9.1%

0.04%Expense ratio$4 · $77 on $10k · lower wins0.77%

1.49%12-mo yield$149 · $47 on $10k0.47%

−7.9%Worst dropSmaller wins−9.0%

10.8%VolatilityLower wins14.5%

6–0VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · SSUS

4.9%MSFT2.8%

4.9%AAPL2.3%

Held in common5.1%

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

All Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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
3	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.47%	−4.6%	+10.4%	+11.3%	+18.1%	+9.1%	−9.0%	$600M
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

All Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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
3	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.47%	−4.6%	+10.4%	+11.3%	+18.1%	+9.1%	−9.0%	$600M
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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 SSUS

VIG

Vanguard Dividend Appreciation

$16,331

SSUS

Strategy Shares Day Hagan Smart Sector

$15,472

MeasureVIGSSUS

Fee0.04%0.77%

Cost on $10k a year$4$77

Yield1.49%0.47%

5 years, per year+10.3%+9.1%

3 years, per year+18.9%+18.1%

Worst drop · 1Y−7.9%−9.0%

Volatility · 1Y10.8%14.5%

6–0measures won
VIG first

5.1%

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%

$123BAssets$109B

2–0SCHD 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%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VIG, SSUS, CGDV, VYM

Today

60.6%most shared, VIG and VYM

VIGSSUSCGDVVYM

VIG—5.1%29.5%60.6%

SSUS5.1%—10.4%0.0%

CGDV29.5%10.4%—23.0%

VYM60.6%0.0%23.0%—

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

VIG$149 − $4 = $145

CGDV$127 − $33 = $94

SSUS$47 − $77 = −$30

KeptFee

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