AAA vs VIG

AAAA

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,005VIG · AAA $12,594

Lowest cost0.04%VIG · $4 on $10k

Most income4.63%AAA · $463 on $10k

Smallest drop−1.1%AAA · worst fall in 1Y

Held in common[…]AAA and VIG

AAA

VIG

Alternative Access First Priority CLO Bond ETF · $72MVanguard Dividend Appreciation ETF · $109B

+5.5%3 years · per year$11,739 · $17,533+20.6%

+4.7%5 years · per year$12,594 · $17,005+11.2%

0.19%Expense ratio$19 · $4 on $10k · lower wins0.04%

4.63%12-mo yield$463 · $144 on $10k1.44%

−1.1%Worst dropSmaller wins−7.9%

3.0%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAAA · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	AAAA	Alternative Access First Priority CLO Bond ETFRead Desk		0.19%	4.63%	−0.3%	+2.7%	+3.6%	+5.5%	+4.7%	−1.1%	$72M

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	AAAA	Alternative Access First Priority CLO Bond ETFRead Desk		0.19%	4.63%	−0.3%	+2.7%	+3.6%	+5.5%	+4.7%	−1.1%	$72M

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

AAA vs VIG

AAA

Alternative Access First Priority CLO Bond

$12,594

VIG

Vanguard Dividend Appreciation

$17,005

MeasureAAAVIG

Fee0.19%0.04%

Cost on $10k a year$19$4

Yield4.63%1.44%

5 years, per year+4.7%+11.2%

3 years, per year+5.5%+20.6%

Worst drop · 1Y−1.1%−7.9%

Volatility · 1Y3.0%10.2%

3–3measures won
level

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: AAA, VIG

Today

[…]holdings […]

AAAVIG

AAA—[…]

VIG[…]—

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

Income After Fees on $10,000

$444most kept, AAA

AAA$463 − $19 = $444

VIG$144 − $4 = $140

KeptFee

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