WLTG vs VIG

AWLTG

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income4.21%WLTG · $421 on $10k

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

Held in common12.0%WLTG and VIG

WLTG

VIG

WealthTrust DBS Long Term Growth ETF · $74MVanguard Dividend Appreciation ETF · $109B

+22.1%3 years · per year$18,210 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.77%Expense ratio$77 · $4 on $10k · lower wins0.04%

4.21%12-mo yield$421 · $150 on $10k1.50%

−9.6%Worst dropSmaller wins−7.9%

13.9%VolatilityLower wins10.8%

2–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsWLTG · VIG

4.3%LLY4.1%

2.2%MSFT4.9%

1.8%AAPL4.9%

1.6%AVGO4.3%

Held in common12.0%

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	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	AWLTG	WealthTrust DBS Long Term Growth ETFRead Desk		0.77%	4.21%	+0.3%	+5.1%	+7.2%	+22.1%	new	−9.6%	$74M

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	AWLTG	WealthTrust DBS Long Term Growth ETFRead Desk		0.77%	4.21%	+0.3%	+5.1%	+7.2%	+22.1%	new	−9.6%	$74M

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

WLTG vs VIG

WLTG

WealthTrust DBS Long Term Growth

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureWLTGVIG

Fee0.77%0.04%

Cost on $10k a year$77$4

Yield4.21%1.50%

5 years, per year[…]+10.2%

3 years, per year+22.1%+18.6%

Worst drop · 1Y−9.6%−7.9%

Volatility · 1Y13.9%10.8%

3–2measures won
VIG first

12.0%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: WLTG, VIG

Today

12.0%most shared, WLTG and VIG

WLTGVIG

WLTG—12.0%

VIG12.0%—

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

Income After Fees on $10,000

$344most kept, WLTG

WLTG$421 − $77 = $344

VIG$150 − $4 = $146

KeptFee

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