WSML vs VIG

AWSML

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.81%WSML · $281 on $10k

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

Held in common3.9%WSML and VIG

WSML

VIG

iShares MSCI World Small-Cap ETF · $669MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.30%Expense ratio$30 · $4 on $10k · lower wins0.04%

2.81%12-mo yield$281 · $144 on $10k1.44%

−10.7%Worst dropSmaller wins−7.9%

15.9%VolatilityLower wins10.2%

1–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsWSML · VIG

0.2%RGLD0.1%

0.2%ITT0.1%

0.2%RGA0.1%

0.1%LECO0.1%

Held in common3.9%

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	AWSML	iShares MSCI World Small-Cap ETFRead Desk		0.30%	2.81%	+1.5%	+15.0%	+18.1%	new	new	−10.7%	$669M

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	AWSML	iShares MSCI World Small-Cap ETFRead Desk		0.30%	2.81%	+1.5%	+15.0%	+18.1%	new	new	−10.7%	$669M

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

WSML vs VIG

WSML

iShares MSCI World Small-Cap

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureWSMLVIG

Fee0.30%0.04%

Cost on $10k a year$30$4

Yield2.81%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−10.7%−7.9%

Volatility · 1Y15.9%10.2%

3–1measures won
VIG first

3.9%

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: WSML, VIG

Today

3.9%most shared, WSML and VIG

WSMLVIG

WSML—3.9%

VIG3.9%—

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

Income After Fees on $10,000

$251most kept, WSML

WSML$281 − $30 = $251

VIG$144 − $4 = $140

KeptFee

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