VIG vs VGMS

AVIG

BVGMS

Measures won1–3VGMS wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income5.55%VGMS · $555 on $10k

Smallest drop−2.7%VGMS · worst fall in 1Y

Held in common0.0%VIG and VGMS

VIG

VGMS

Vanguard Dividend Appreciation ETF · $109BVanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETF · $298M

+18.6%3 years · per year$16,669 · […][…]

+10.2%5 years · per year$16,243 · […][…]

0.04%Expense ratio$4 · $30 on $10k · lower wins0.30%

1.50%12-mo yield$150 · $555 on $10k5.55%

−7.9%Worst dropSmaller wins−2.7%

10.8%VolatilityLower wins3.4%

1–3VGMS wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · VGMS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
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	BVGMS	Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFRead Desk		0.30%	5.55%	0.0%	+1.0%	+2.4%	new	new	−2.7%	$298M

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

Both

5Y2 funds

#			Trend
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	BVGMS	Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFRead Desk		0.30%	5.55%	0.0%	+1.0%	+2.4%	new	new	−2.7%	$298M

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 VGMS

VIG

Vanguard Dividend Appreciation

$16,243

VGMS

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond

[…]

MeasureVIGVGMS

Fee0.04%0.30%

Cost on $10k a year$4$30

Yield1.50%5.55%

5 years, per year+10.2%[…]

3 years, per year+18.6%[…]

Worst drop · 1Y−7.9%−2.7%

Volatility · 1Y10.8%3.4%

3–1measures won
VGMS first

0.0%

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, VGMS

Today

0.0%most shared, VIG and VGMS

VIGVGMS

VIG—0.0%

VGMS0.0%—

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

Income After Fees on $10,000

$525most kept, VGMS

VGMS$555 − $30 = $525

VIG$150 − $4 = $146

KeptFee

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