VIG vs VO

AVIG

BVO

Measures won4–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common13.5%VIG and VO

VIG

Vanguard Dividend Appreciation ETF · $109BVanguard Morningstar Mid-Cap ETF · $103B

+18.6%3 years · per year$16,669 · $16,701+18.6%

+10.2%5 years · per year$16,243 · $13,590+6.3%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.50%12-mo yield$150 · $139 on $10k1.39%

−7.9%Worst dropSmaller wins−8.2%

10.8%VolatilityLower wins12.9%

4–1VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · VO

0.5%PSX1.0%

0.3%TRV0.4%

0.3%MSI0.7%

0.3%CMI0.7%

Held in common13.5%

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

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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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 VO

VIG

Vanguard Dividend Appreciation

$16,243

Vanguard Morningstar Mid-Cap

$13,590

MeasureVIGVO

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.50%1.39%

5 years, per year+10.2%+6.3%

3 years, per year+18.6%+18.6%

Worst drop · 1Y−7.9%−8.2%

Volatility · 1Y10.8%12.9%

4–1measures won
VIG first

13.5%

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%

$44.9BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VIG, VO

Today

13.5%most shared, VIG and VO

VIGVO

VIG—13.5%

VO13.5%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

VO$139 − $3 = $136

KeptFee

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