VPU vs VIG

AVPU

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · VPU $14,847

Lowest cost0.04%VIG · $4 on $10k

Most income2.79%VPU · $279 on $10k

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

Held in common2.7%VPU and VIG

VPU

VIG

Vanguard Utilities ETF · $7.7BVanguard Dividend Appreciation ETF · $109B

+16.1%3 years · per year$15,669 · $16,669+18.6%

+8.2%5 years · per year$14,847 · $16,243+10.2%

0.09%Expense ratio$9 · $4 on $10k · lower wins0.04%

2.79%12-mo yield$279 · $150 on $10k1.50%

−15.6%Worst dropSmaller wins−7.9%

15.4%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVPU · VIG

11.4%NEE0.7%

4.7%AEP0.3%

3.7%SRE0.2%

3.3%ETR0.2%

Held in common2.7%

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	AVPU	Vanguard Utilities ETFRead Desk		0.09%	2.79%	−0.2%	+2.9%	−0.5%	+16.1%	+8.2%	−15.6%	$7.7B

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	AVPU	Vanguard Utilities ETFRead Desk		0.09%	2.79%	−0.2%	+2.9%	−0.5%	+16.1%	+8.2%	−15.6%	$7.7B

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

VPU vs VIG

VPU

Vanguard Utilities

$14,847

VIG

Vanguard Dividend Appreciation

$16,243

MeasureVPUVIG

Fee0.09%0.04%

Cost on $10k a year$9$4

Yield2.79%1.50%

5 years, per year+8.2%+10.2%

3 years, per year+16.1%+18.6%

Worst drop · 1Y−15.6%−7.9%

Volatility · 1Y15.4%10.8%

5–1measures won
VIG first

2.7%

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: VPU, VIG

Today

2.7%most shared, VPU and VIG

VPUVIG

VPU—2.7%

VIG2.7%—

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

Income After Fees on $10,000

$270most kept, VPU

VPU$279 − $9 = $270

VIG$150 − $4 = $146

KeptFee

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