AESR vs VIG

AAESR

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,642AESR · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income21.33%AESR · $2,133 on $10k

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

Held in common0.9%AESR and VIG

AESR

VIG

Anfield U.S. Equity Sector Rotation ETF · $246MVanguard Dividend Appreciation ETF · $109B

+23.6%3 years · per year$18,895 · $16,669+18.6%

+10.7%5 years · per year$16,642 · $16,243+10.2%

0.97%Expense ratio$97 · $4 on $10k · lower wins0.04%

21.33%12-mo yield$2,133 · $150 on $10k1.50%

−13.0%Worst dropSmaller wins−7.9%

20.4%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAESR · VIG

0.7%PSX0.5%

0.9%CSX0.4%

0.7%LFUS0.0%

Held in common0.9%

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	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk		0.97%	21.33%	+1.0%	+7.9%	+8.2%	+23.6%	+10.7%	−13.0%	$246M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk		0.97%	21.33%	+1.0%	+7.9%	+8.2%	+23.6%	+10.7%	−13.0%	$246M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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

AESR vs VIG

AESR

Anfield U.S. Equity Sector Rotation

$16,642

VIG

Vanguard Dividend Appreciation

$16,243

MeasureAESRVIG

Fee0.97%0.04%

Cost on $10k a year$97$4

Yield21.33%1.50%

5 years, per year+10.7%+10.2%

3 years, per year+23.6%+18.6%

Worst drop · 1Y−13.0%−7.9%

Volatility · 1Y20.4%10.8%

3–3measures won
level

0.9%

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%

$44.9BAssets$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

Overlap: AESR, VIG

Today

0.9%most shared, AESR and VIG

AESRVIG

AESR—0.9%

VIG0.9%—

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

Income After Fees on $10,000

$2,036most kept, AESR

AESR$2,133 − $97 = $2,036

VIG$150 − $4 = $146

KeptFee

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