VIG vs TMAT

AVIG

BTMAT

Measures won5–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · JEPI $14,448

Lowest cost0.04%VIG · $4 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common2.0%VIG and TMAT

VIG

TMAT

Vanguard Dividend Appreciation ETF · $109BMain Thematic Innovation ETF · $218M

+18.8%3 years · per year$16,775 · $19,632+25.2%

+10.7%5 years · per year$16,638 · $10,938+1.8%

0.04%Expense ratio$4 · $79 on $10k · lower wins0.79%

1.46%12-mo yield$146 · $2 on $10k0.02%

−7.9%Worst dropSmaller wins−23.4%

11.0%VolatilityLower wins30.9%

5–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · TMAT

0.9%ADI1.0%

0.4%GD0.4%

0.2%A0.8%

0.2%ROK1.1%

Held in common2.0%

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs TMAT

VIG

Vanguard Dividend Appreciation

$16,638

TMAT

Main Thematic Innovation

$10,938

MeasureVIGTMAT

Fee0.04%0.79%

Cost on $10k a year$4$79

Yield1.46%0.02%

5 years, per year+10.7%+1.8%

3 years, per year+18.8%+25.2%

Worst drop · 1Y−7.9%−23.4%

Volatility · 1Y11.0%30.9%

5–1measures won
VIG first

2.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: VIG, TMAT, JEPI

Today

31.2%most shared, VIG and JEPI

VIGTMATJEPI

VIG—2.0%31.2%

TMAT2.0%—4.2%

JEPI31.2%4.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VIG$146 − $4 = $142

TMAT$2 − $79 = −$77

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee