VMAX vs VIG

AVMAX

BVIG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.06%VMAX · $206 on $10k

Smallest drop−4.9%VMAX · worst fall in 1Y

Held in common21.4%VMAX and VIG

VMAX

VIG

Hartford US Value ETF · $3MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.29%Expense ratio$29 · $4 on $10k · lower wins0.04%

2.06%12-mo yield$206 · $150 on $10k1.50%

−4.9%Worst dropSmaller wins−7.9%

11.9%VolatilityLower wins10.8%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsVMAX · VIG

2.1%V2.5%

2.0%MA2.0%

1.3%AAPL4.9%

1.2%MRK1.6%

Held in common21.4%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AVMAX	Hartford US Value ETFRead Desk		0.29%	2.06%	−0.7%	+22.1%	+25.9%	new	new	−4.9%	$3M

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AVMAX	Hartford US Value ETFRead Desk		0.29%	2.06%	−0.7%	+22.1%	+25.9%	new	new	−4.9%	$3M

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

VMAX vs VIG

VMAX

Hartford US Value

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureVMAXVIG

Fee0.29%0.04%

Cost on $10k a year$29$4

Yield2.06%1.50%

5 years, per year[…]+10.2%

3 years, per year[…]+18.6%

Worst drop · 1Y−4.9%−7.9%

Volatility · 1Y11.9%10.8%

2–2measures won
level

21.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VMAX, VIG

Today

21.4%most shared, VMAX and VIG

VMAXVIG

VMAX—21.4%

VIG21.4%—

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

Income After Fees on $10,000

$177most kept, VMAX

VMAX$206 − $29 = $177

VIG$150 − $4 = $146

KeptFee

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