VMBS vs VIG

AVMBS

BVIG

Measures won4–2VMBS wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · VMBS $10,259

Lowest cost0.03%VMBS · $3 on $10k

Most income4.31%VMBS · $431 on $10k

Smallest drop−5.1%VMBS · worst fall in 1Y

Held in common[…]VMBS and VIG

VMBS

VIG

Vanguard Mortgage-Backed Securities ETF · $15.5BVanguard Dividend Appreciation ETF · $109B

+6.6%3 years · per year$12,128 · $16,814+18.9%

+0.5%5 years · per year$10,259 · $16,331+10.3%

0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%

4.31%12-mo yield$431 · $149 on $10k1.49%

−5.1%Worst dropSmaller wins−7.9%

4.7%VolatilityLower wins10.8%

4–2VMBS wins

$10,000 · 5 yearsOne scale

Shared top holdingsVMBS · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk		0.03%	4.31%	+0.2%	+0.4%	+1.2%	+6.6%	+0.5%	−5.1%	$15.5B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk		0.03%	4.31%	+0.2%	+0.4%	+1.2%	+6.6%	+0.5%	−5.1%	$15.5B

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

VMBS vs VIG

VMBS

Vanguard Mortgage-Backed Securities

$10,259

VIG

Vanguard Dividend Appreciation

$16,331

MeasureVMBSVIG

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield4.31%1.49%

5 years, per year+0.5%+10.3%

3 years, per year+6.6%+18.9%

Worst drop · 1Y−5.1%−7.9%

Volatility · 1Y4.7%10.8%

4–2measures won
VMBS first

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VMBS, VIG

Today

[…]holdings […]

VMBSVIG

VMBS—[…]

VIG[…]—

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

Income After Fees on $10,000

$428most kept, VMBS

VMBS$431 − $3 = $428

VIG$149 − $4 = $145

KeptFee

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