VIG vs SSUS

AVIG

BSSUS

Measures won6–0VIG wins · of 6 · 5Y

$10,000 · 5Y$17,573DGRO · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.81%DGRO · $181 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common4.9%VIG and SSUS

VIG

SSUS

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

+20.6%3 years · per year$17,533 · $17,386+20.2%

+11.2%5 years · per year$17,005 · $16,343+10.3%

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

1.44%12-mo yield$144 · $45 on $10k0.45%

−7.9%Worst dropSmaller wins−9.0%

10.2%VolatilityLower wins13.7%

6–0VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · SSUS

4.9%MSFT2.6%

4.9%AAPL2.2%

Held in common4.9%

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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
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	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.45%	+1.3%	+15.7%	+15.3%	+20.2%	+10.3%	−9.0%	$600M

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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
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	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.45%	+1.3%	+15.7%	+15.3%	+20.2%	+10.3%	−9.0%	$600M

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 SSUS

VIG

Vanguard Dividend Appreciation

$17,005

SSUS

Strategy Shares Day Hagan Smart Sector

$16,343

MeasureVIGSSUS

Fee0.04%0.77%

Cost on $10k a year$4$77

Yield1.44%0.45%

5 years, per year+11.2%+10.3%

3 years, per year+20.6%+20.2%

Worst drop · 1Y−7.9%−9.0%

Volatility · 1Y10.2%13.7%

6–0measures won
VIG first

4.9%

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VIG, SSUS, DGRO

Today

68.4%most shared, VIG and DGRO

VIGSSUSDGRO

VIG—4.9%68.4%

SSUS4.9%—4.9%

DGRO68.4%4.9%—

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

Income After Fees on $10,000

$173most kept, DGRO

DGRO$181 − $8 = $173

VIG$144 − $4 = $140

SSUS$45 − $77 = −$32

KeptFee

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