VOTE vs VIG

AVOTE

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,943VOTE · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common41.0%VOTE and VIG

VOTE

VIG

TCW Transform 500 ETF · $1.1BVanguard Dividend Appreciation ETF · $109B

+22.1%3 years · per year$18,200 · $16,669+18.6%

+11.1%5 years · per year$16,943 · $16,243+10.2%

0.05%Expense ratio$5 · $4 on $10k · lower wins0.04%

0.96%12-mo yield$96 · $150 on $10k1.50%

−9.1%Worst dropSmaller wins−7.9%

13.9%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOTE · VIG

6.3%MSFT4.9%

7.9%AAPL4.9%

2.1%AVGO4.3%

1.7%LLY4.1%

Held in common41.0%

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	AVOTE	TCW Transform 500 ETFRead Desk		0.05%	0.96%	+0.4%	+8.8%	+9.6%	+22.1%	+11.1%	−9.1%	$1.1B
2	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

Both

5Y2 funds

#			Trend
1	AVOTE	TCW Transform 500 ETFRead Desk		0.05%	0.96%	+0.4%	+8.8%	+9.6%	+22.1%	+11.1%	−9.1%	$1.1B
2	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

VOTE vs VIG

VOTE

TCW Transform 500

$16,943

VIG

Vanguard Dividend Appreciation

$16,243

MeasureVOTEVIG

Fee0.05%0.04%

Cost on $10k a year$5$4

Yield0.96%1.50%

5 years, per year+11.1%+10.2%

3 years, per year+22.1%+18.6%

Worst drop · 1Y−9.1%−7.9%

Volatility · 1Y13.9%10.8%

4–2measures won
VIG first

41.0%

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%

$44.7BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VOTE, VIG

Today

41.0%most shared, VOTE and VIG

VOTEVIG

VOTE—41.0%

VIG41.0%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

VOTE$96 − $5 = $91

KeptFee

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