VSMV vs VIG

AVSMV

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,745VSMV · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income1.46%VIG · $146 on $10k

Smallest drop−5.2%VSMV · worst fall in 1Y

Held in common22.7%VSMV and VIG

VSMV

VIG

VictoryShares US Multi-Factor Minimum Volatility ETF · $163MVanguard Dividend Appreciation ETF · $109B

+17.4%3 years · per year$16,195 · $16,775+18.8%

+10.9%5 years · per year$16,745 · $16,638+10.7%

0.41%Expense ratio$41 · $4 on $10k · lower wins0.04%

1.31%12-mo yield$131 · $146 on $10k1.46%

−5.2%Worst dropSmaller wins−7.9%

10.0%VolatilityLower wins11.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVSMV · VIG

10.4%AAPL4.9%

3.9%XOM3.0%

4.1%JNJ2.8%

2.2%LRCX1.8%

Held in common22.7%

End-of-day Nov 9, 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	AVSMV	VictoryShares US Multi-Factor Minimum Volatility ETFRead Desk		0.41%	1.31%	+1.8%	+12.8%	+17.4%	+17.4%	+10.9%	−5.2%	$163M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVSMV	VictoryShares US Multi-Factor Minimum Volatility ETFRead Desk		0.41%	1.31%	+1.8%	+12.8%	+17.4%	+17.4%	+10.9%	−5.2%	$163M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VSMV vs VIG

VSMV

VictoryShares US Multi-Factor Minimum Volatility

$16,745

VIG

Vanguard Dividend Appreciation

$16,638

MeasureVSMVVIG

Fee0.41%0.04%

Cost on $10k a year$41$4

Yield1.31%1.46%

5 years, per year+10.9%+10.7%

3 years, per year+17.4%+18.8%

Worst drop · 1Y−5.2%−7.9%

Volatility · 1Y10.0%11.0%

3–3measures won
level

22.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VSMV, VIG

Today

22.7%most shared, VSMV and VIG

VSMVVIG

VSMV—22.7%

VIG22.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

VSMV$131 − $41 = $90

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee