VIG vs VT

AVIG

BVT

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · VT $15,576

Lowest cost0.04%VIG · $4 on $10k

Most income1.59%VT · $159 on $10k

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

Held in common24.8%VIG and VT

VIG

Vanguard Dividend Appreciation ETF · $109BVanguard Total World Stock ETF · $81.8B

+18.9%3 years · per year$16,814 · $17,695+21.0%

+10.3%5 years · per year$16,331 · $15,576+9.3%

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

1.49%12-mo yield$149 · $159 on $10k1.59%

−7.9%Worst dropSmaller wins−9.7%

10.8%VolatilityLower wins14.7%

4–2VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · VT

4.9%AAPL4.1%

4.9%MSFT3.2%

4.3%AVGO1.4%

4.1%LLY0.8%

Held in common24.8%

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$37M

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$37M

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

Cards for this view

VIG vs VT

VIG

Vanguard Dividend Appreciation

$16,331

Vanguard Total World Stock

$15,576

MeasureVIGVT

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield1.49%1.59%

5 years, per year+10.3%+9.3%

3 years, per year+18.9%+21.0%

Worst drop · 1Y−7.9%−9.7%

Volatility · 1Y10.8%14.7%

4–2measures won
VIG first

24.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VIG, WCME, VT

Today

24.8%most shared, VIG and VT

VIGWCMEVT

VIG—0.0%24.8%

WCME0.0%—4.2%

VT24.8%4.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

VIG$149 − $4 = $145

WCME$40 − $95 = −$55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee