VIG vs SCHD

AVIG

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common14.5%VIG and SCHD

VIG

SCHD

Vanguard Dividend Appreciation ETF · $109BSchwab U.S. Dividend Equity ETF · $122B

+18.8%3 years · per year$16,775 · $17,123+19.6%

+10.7%5 years · per year$16,638 · $16,459+10.5%

0.04%Expense ratio$4 · $6 on $10k · lower wins0.06%

1.46%12-mo yield$146 · $296 on $10k2.96%

−7.9%Worst dropSmaller wins−6.9%

11.0%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · SCHD

1.6%MRK3.8%

1.5%PG4.4%

1.5%KO4.3%

1.5%UNH3.9%

Held in common14.5%

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 Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	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
4	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+3.0%	+20.2%	+25.4%	+18.6%	new	−7.3%	$13M

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

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	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
4	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+3.0%	+20.2%	+25.4%	+18.6%	new	−7.3%	$13M

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 SCHD

VIG

Vanguard Dividend Appreciation

$16,638

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureVIGSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield1.46%2.96%

5 years, per year+10.7%+10.5%

3 years, per year+18.8%+19.6%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y11.0%11.8%

3–3measures won
level

14.5%

holdings shared

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

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, WCEO, SCHD, DGRO

Today

68.2%most shared, VIG and DGRO

VIGWCEOSCHDDGRO

VIG—4.8%14.5%68.2%

WCEO4.8%—2.8%5.9%

SCHD14.5%2.8%—21.3%

DGRO68.2%5.9%21.3%—

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

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

WCEO$53 − $85 = −$32

KeptFee

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