VIG vs SVAL

AVIG

BSVAL

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · SVAL $14,844

Lowest cost0.04%VIG · $4 on $10k

Most income2.25%SVAL · $225 on $10k

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

Held in common0.2%VIG and SVAL

VIG

SVAL

Vanguard Dividend Appreciation ETF · $109BiShares US Small Cap Value Factor ETF · $158M

+18.6%3 years · per year$16,669 · $17,331+20.1%

+10.2%5 years · per year$16,243 · $14,844+8.2%

0.04%Expense ratio$4 · $20 on $10k · lower wins0.20%

1.50%12-mo yield$150 · $225 on $10k2.25%

−7.9%Worst dropSmaller wins−9.0%

10.8%VolatilityLower wins15.4%

4–2VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · SVAL

0.0%MATX0.5%

0.0%UFPI0.4%

0.0%UCB0.4%

0.0%GHC0.4%

Held in common0.2%

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

All Three

5Y3 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$158M
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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

All Three

5Y3 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$158M
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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 SVAL

VIG

Vanguard Dividend Appreciation

$16,243

SVAL

iShares US Small Cap Value Factor

$14,844

MeasureVIGSVAL

Fee0.04%0.20%

Cost on $10k a year$4$20

Yield1.50%2.25%

5 years, per year+10.2%+8.2%

3 years, per year+18.6%+20.1%

Worst drop · 1Y−7.9%−9.0%

Volatility · 1Y10.8%15.4%

4–2measures won
VIG first

0.2%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VIG, SVAL, IJH

Today

2.9%most shared, VIG and IJH

VIGSVALIJH

VIG—0.2%2.9%

SVAL0.2%—2.1%

IJH2.9%2.1%—

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

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

VIG$150 − $4 = $146

IJH$125 − $5 = $120

KeptFee

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