YLDY vs VIG

AYLDY

BVIG

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VIG $16,638

Lowest cost0.03%IVV · $3 on $10k

Most income1.87%YLDY · $187 on $10k

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

Held in common40.9%YLDY and VIG

YLDY

VIG

Horizon Funds - Horizon High Income ETF · $20MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

0.70%Expense ratio$70 · $4 on $10k · lower wins0.04%

1.87%12-mo yield$187 · $146 on $10k1.46%

[…]Worst dropSmaller wins−7.9%

[…]VolatilityLower wins11.0%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsYLDY · VIG

6.2%MSFT4.9%

2.1%AVGO4.3%

2.1%JPM3.9%

1.8%XOM3.0%

Held in common40.9%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
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
3	AYLDY	Horizon Funds - Horizon High Income ETFRead Desk	0.70%	1.87%	+2.1%	new	new	new	new	[…]	$20M

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
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
3	AYLDY	Horizon Funds - Horizon High Income ETFRead Desk	0.70%	1.87%	+2.1%	new	new	new	new	[…]	$20M

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

YLDY vs VIG

YLDY

Horizon Funds - Horizon High Income

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureYLDYVIG

Fee0.70%0.04%

Cost on $10k a year$70$4

Yield1.87%1.46%

5 years, per year[…]+10.7%

3 years, per year[…]+18.8%

Worst drop · 1Y[…]−7.9%

Volatility · 1Y[…]11.0%

1–1measures won
level

40.9%

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: YLDY, VIG, IVV

Today

58.7%most shared, YLDY and IVV

YLDYVIGIVV

YLDY—40.9%58.7%

VIG40.9%—42.6%

IVV58.7%42.6%—

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

YLDY$187 − $70 = $117

IVV$111 − $3 = $108

KeptFee

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