VT vs VIG

AVT

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · VT $16,384

Lowest cost0.04%VIG · $4 on $10k

Most income1.53%VT · $153 on $10k

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

Held in common24.8%VT and VIG

VIG

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

+22.8%3 years · per year$18,538 · $17,533+20.6%

+10.4%5 years · per year$16,384 · $17,005+11.2%

0.06%Expense ratio$6 · $4 on $10k · lower wins0.04%

1.53%12-mo yield$153 · $144 on $10k1.44%

−9.7%Worst dropSmaller wins−7.9%

14.1%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · VIG

4.1%AAPL4.9%

3.2%MSFT4.9%

1.4%AVGO4.3%

0.8%LLY4.1%

Held in common24.8%

End-of-day Nov 4, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
3	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.56%	+1.8%	+9.1%	+10.8%	new	new	−12.5%	$2.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
3	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.56%	+1.8%	+9.1%	+10.8%	new	new	−12.5%	$2.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VT vs VIG

Vanguard Total World Stock

$16,384

VIG

Vanguard Dividend Appreciation

$17,005

MeasureVTVIG

Fee0.06%0.04%

Cost on $10k a year$6$4

Yield1.53%1.44%

5 years, per year+10.4%+11.2%

3 years, per year+22.8%+20.6%

Worst drop · 1Y−9.7%−7.9%

Volatility · 1Y14.1%10.2%

4–2measures won
VIG first

24.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VIG, WCMI, VT

Today

24.8%most shared, VIG and VT

VIGWCMIVT

VIG—0.5%24.8%

WCMI0.5%—3.5%

VT24.8%3.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$147most kept, VT

VT$153 − $6 = $147

VIG$144 − $4 = $140

WCMI$56 − $85 = −$29

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee