Compare · 2 funds side by side · dividends reinvested

AOA and VIG

AOAiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 04

AOA and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.1

iShares Core 80/20 Aggressive Allocation ETFUnsorted0.19%2.23%+7.0%+8.7%+17.6%+7.8%−8.2%12.0%$3.3B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AOA 2008 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core 80/20 Aggressive Allocation ETF · $3.3B$14,575

AOA

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 21.6% in common

AOAMeasureVIG

+7.0%Year to dateJan 1 → Nov 6+12.1%

+8.7%1 yearTotal return+14.3%

+17.6%3 years · per year$10,000 became $16,253 · $16,669+18.6%

+7.8%5 years · per year$10,000 became $14,575 · $16,243+10.2%

0.19%Expense ratio$19 · $4 a year on $10k · lower is better0.04%

2.23%Trailing 12-mo yield$223 · $150 a year on $10k1.50%

−8.2%Worst dropSmaller is better−7.9%

12.0%VolatilityLower is calmer10.8%

AOAVIG Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AOA vs VIG: Top 5 Holdings

Today

AOA

12.5%in top 5

VIG

in top 522.1%

AOAStockVIG

2.8%MSFT4.9%

3.6%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.1%NVDAnot top 5

1.8%AMZNnot top 5

1.2%GOOGLnot top 5

Held in common21.6%

End-of-day Nov 6, 2026 · share of each fund

AOA vs VIG Returns, Every Period

iSharesAOA

+7.8%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

AOAVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: AOA vs VIG

YTD

iSharesAOA

+7.0%

VIGVanguard

+12.1%

+7.0%Year to date+12.1%

−8.2%Worst drop · 1Y−7.9%

12.0%Volatility · 1Y10.8%

2.2%Yield1.5%

$3.3BAssets$109B

3–1VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AOA, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

AOA0.19%$19

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AOA, VIG

2.23%highest, AOA

FundTrailing yieldYield$10k

AOA2.23%$223

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$204most kept, AOA

AOA$223 − $19 = $204

VIG$150 − $4 = $146

KeptFee

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

Overlap: AOA, VIG

Today

21.6%most shared, AOA and VIG

AOAVIG

AOA—21.6%

VIG21.6%—

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

Return vs Bumpiness: 2 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

AOAWorst drop−8.2%12.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AOAVIG

+7.0%Year to date+12.1%

2.2%Yield1.5%

+8.7%Past year+14.3%

0.19%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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