VO vs VIG

AVO

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · VO $14,290

Lowest cost0.03%VO · $3 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common13.5%VO and VIG

VIG

Vanguard Morningstar Mid-Cap ETF · $103BVanguard Dividend Appreciation ETF · $109B

+20.7%3 years · per year$17,578 · $17,533+20.6%

+7.4%5 years · per year$14,290 · $17,005+11.2%

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

1.34%12-mo yield$134 · $144 on $10k1.44%

−8.2%Worst dropSmaller wins−7.9%

12.4%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVO · VIG

1.0%PSX0.5%

0.4%TRV0.3%

0.7%MSI0.3%

0.7%CMI0.3%

Held in common13.5%

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

Both

5Y2 funds

#			Trend
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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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

VO vs VIG

Vanguard Morningstar Mid-Cap

$14,290

VIG

Vanguard Dividend Appreciation

$17,005

MeasureVOVIG

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.34%1.44%

5 years, per year+7.4%+11.2%

3 years, per year+20.7%+20.6%

Worst drop · 1Y−8.2%−7.9%

Volatility · 1Y12.4%10.2%

4–2measures won
VIG first

13.5%

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: VO, VIG

Today

13.5%most shared, VO and VIG

VOVIG

VO—13.5%

VIG13.5%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

VO$134 − $3 = $131

KeptFee

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