VIG vs USMF

AVIG

BUSMF

Measures won6–0VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common22.2%VIG and USMF

VIG

USMF

Vanguard Dividend Appreciation ETF · $109BWisdomTree U.S. Multifactor Fund · $232M

+18.8%3 years · per year$16,775 · $13,624+10.9%

+10.7%5 years · per year$16,638 · $13,215+5.7%

0.04%Expense ratio$4 · $28 on $10k · lower wins0.28%

1.46%12-mo yield$146 · $132 on $10k1.32%

−7.9%Worst dropSmaller wins−10.6%

11.0%VolatilityLower wins13.3%

6–0VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · USMF

4.9%AAPL4.9%

4.1%LLY1.7%

4.3%AVGO1.4%

2.8%JNJ1.1%

Held in common22.2%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.32%	+3.0%	−1.3%	+0.5%	+10.9%	+5.7%	−10.6%	$232M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.32%	+3.0%	−1.3%	+0.5%	+10.9%	+5.7%	−10.6%	$232M

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 USMF

VIG

Vanguard Dividend Appreciation

$16,638

USMF

WisdomTree U.S. Multifactor Fund

$13,215

MeasureVIGUSMF

Fee0.04%0.28%

Cost on $10k a year$4$28

Yield1.46%1.32%

5 years, per year+10.7%+5.7%

3 years, per year+18.8%+10.9%

Worst drop · 1Y−7.9%−10.6%

Volatility · 1Y11.0%13.3%

6–0measures won
VIG first

22.2%

holdings shared

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

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: VIG, USMF, SCHD

Today

22.2%most shared, VIG and USMF

VIGUSMFSCHD

VIG—22.2%14.5%

USMF22.2%—8.1%

SCHD14.5%8.1%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

USMF$132 − $28 = $104

KeptFee

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