VIG vs SVAL

AVIG

BSVAL

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.03%VUG · $3 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.2%VIG and SVAL

VIG

SVAL

Vanguard Dividend Appreciation ETF · $109BiShares US Small Cap Value Factor ETF · $159M

+18.9%3 years · per year$16,814 · $17,555+20.6%

+10.3%5 years · per year$16,331 · $14,959+8.4%

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

1.49%12-mo yield$149 · $223 on $10k2.23%

−7.9%Worst dropSmaller wins−9.0%

10.8%VolatilityLower wins15.4%

4–2VIG wins

$10,000 · 5 yearsAll four, 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 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$159M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$159M

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 SVAL

VIG

Vanguard Dividend Appreciation

$16,331

SVAL

iShares US Small Cap Value Factor

$14,959

MeasureVIGSVAL

Fee0.04%0.20%

Cost on $10k a year$4$20

Yield1.49%2.23%

5 years, per year+10.3%+8.4%

3 years, per year+18.9%+20.6%

Worst drop · 1Y−7.9%−9.0%

Volatility · 1Y10.8%15.4%

4–2measures won
VIG first

0.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VIG, SVAL, SCHD, VUG

Today

26.4%most shared, VIG and VUG

VIGSVALSCHDVUG

VIG—0.2%14.5%26.4%

SVAL0.2%—0.4%0.0%

SCHD14.5%0.4%—0.8%

VUG26.4%0.0%0.8%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SVAL$223 − $20 = $203

VIG$149 − $4 = $145

VUG$43 − $3 = $40

KeptFee

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