VLU vs VIG

AVLU

BVIG

Measures won4–1VLU wins · of 6 · 5Y

$10,000 · 5Y$17,711VLU · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common36.3%VLU and VIG

VLU

VIG

State Street SPDR S&P 1500 Value Tilt ETF · $776MVanguard Dividend Appreciation ETF · $109B

+22.0%3 years · per year$18,179 · $16,669+18.6%

+12.1%5 years · per year$17,711 · $16,243+10.2%

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

1.64%12-mo yield$164 · $150 on $10k1.50%

−6.3%Worst dropSmaller wins−7.9%

10.8%VolatilityLower wins10.8%

4–1VLU wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVLU · VIG

3.2%MSFT4.9%

2.2%AAPL4.9%

1.5%JPM3.9%

1.4%WMT2.1%

Held in common36.3%

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

All Three

5Y3 funds

#
1	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk	0.12%	1.64%	−0.3%	+16.7%	+20.4%	+22.0%	+12.1%	−6.3%	$776M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk	0.12%	1.64%	−0.3%	+16.7%	+20.4%	+22.0%	+12.1%	−6.3%	$776M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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

VLU vs VIG

VLU

SPDR S&P 1500 Value Tilt

$17,711

VIG

Vanguard Dividend Appreciation

$16,243

MeasureVLUVIG

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield1.64%1.50%

5 years, per year+12.1%+10.2%

3 years, per year+22.0%+18.6%

Worst drop · 1Y−6.3%−7.9%

Volatility · 1Y10.8%10.8%

4–1measures won
VLU first

36.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VLU, VIG, SCHD

Today

36.3%most shared, VLU and VIG

VLUVIGSCHD

VLU—36.3%14.9%

VIG36.3%—14.5%

SCHD14.9%14.5%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VLU$164 − $12 = $152

VIG$150 − $4 = $146

KeptFee

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