VIG vs VHT

AVIG

BVHT

Measures won6–0VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common18.5%VIG and VHT

VIG

VHT

Vanguard Dividend Appreciation ETF · $109BVanguard Health Care ETF · $19.1B

+18.6%3 years · per year$16,669 · $15,781+16.4%

+10.2%5 years · per year$16,243 · $14,205+7.3%

0.04%Expense ratio$4 · $9 on $10k · lower wins0.09%

1.50%12-mo yield$150 · $135 on $10k1.35%

−7.9%Worst dropSmaller wins−10.4%

10.8%VolatilityLower wins16.3%

6–0VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · VHT

4.1%LLY12.9%

2.8%JNJ8.8%

2.0%ABBV6.5%

1.6%MRK5.0%

Held in common18.5%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BVHT	Vanguard Health Care ETFRead Desk	0.09%	1.35%	0.0%	+19.8%	+27.4%	+16.4%	+7.3%	−10.4%	$19.1B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BVHT	Vanguard Health Care ETFRead Desk	0.09%	1.35%	0.0%	+19.8%	+27.4%	+16.4%	+7.3%	−10.4%	$19.1B

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 VHT

VIG

Vanguard Dividend Appreciation

$16,243

VHT

Vanguard Health Care

$14,205

MeasureVIGVHT

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield1.50%1.35%

5 years, per year+10.2%+7.3%

3 years, per year+18.6%+16.4%

Worst drop · 1Y−7.9%−10.4%

Volatility · 1Y10.8%16.3%

6–0measures won
VIG first

18.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VIG, VHT, SCHD

Today

18.5%most shared, VIG and VHT

VIGVHTSCHD

VIG—18.5%14.5%

VHT18.5%—15.1%

SCHD14.5%15.1%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

VHT$135 − $9 = $126

KeptFee

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