VLU vs VIG

AVLU

BVIG

Measures won4–1VLU wins · of 6 · 5Y

$10,000 · 5Y$17,745VLU · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.63%VLU · $163 on $10k

Smallest drop−6.3%VLU · worst fall in 1Y

Held in common36.2%VLU and VIG

VLU

VIG

State Street SPDR S&P 1500 Value Tilt ETF · $801MVanguard Dividend Appreciation ETF · $109B

+22.5%3 years · per year$18,366 · $16,814+18.9%

+12.2%5 years · per year$17,745 · $16,331+10.3%

0.12%Expense ratio$12 · $4 on $10k · lower wins0.04%

1.63%12-mo yield$163 · $149 on $10k1.49%

−6.3%Worst dropSmaller wins−7.9%

10.8%VolatilityLower wins10.8%

4–1VLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsVLU · VIG

3.3%MSFT4.9%

2.1%AAPL4.9%

1.5%JPM3.9%

1.4%WMT2.1%

Held in common36.2%

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

Both

5Y2 funds

#			Trend
1	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.63%	−3.0%	+17.1%	+21.6%	+22.5%	+12.2%	−6.3%	$801M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

Both

5Y2 funds

#			Trend
1	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.63%	−3.0%	+17.1%	+21.6%	+22.5%	+12.2%	−6.3%	$801M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

VLU vs VIG

VLU

SPDR S&P 1500 Value Tilt

$17,745

VIG

Vanguard Dividend Appreciation

$16,331

MeasureVLUVIG

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield1.63%1.49%

5 years, per year+12.2%+10.3%

3 years, per year+22.5%+18.9%

Worst drop · 1Y−6.3%−7.9%

Volatility · 1Y10.8%10.8%

4–1measures won
VLU first

36.2%

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: VLU, VIG

Today

36.2%most shared, VLU and VIG

VLUVIG

VLU—36.2%

VIG36.2%—

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

Income After Fees on $10,000

$151most kept, VLU

VLU$163 − $12 = $151

VIG$149 − $4 = $145

KeptFee

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