AMAX vs VIG

AAMAX

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income12.67%AMAX · $1,267 on $10k

Smallest drop−7.6%AMAX · worst fall in 1Y

Held in common0.0%AMAX and VIG

AMAX

VIG

Adaptive Hedged Multi-Asset Income ETF · $74MVanguard Dividend Appreciation ETF · $109B

+9.8%3 years · per year$13,241 · $16,814+18.9%

[…]5 years · per year[…] · $16,331+10.3%

1.37%Expense ratio$137 · $4 on $10k · lower wins0.04%

12.67%12-mo yield$1,267 · $149 on $10k1.49%

−7.6%Worst dropSmaller wins−7.9%

12.5%VolatilityLower wins10.8%

2–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsAMAX · VIG

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

Held in common0.0%

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AAMAX	Adaptive Hedged Multi-Asset Income ETFRead Desk		1.37%	12.67%	−1.9%	0.0%	−0.3%	+9.8%	new	−7.6%	$74M

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AAMAX	Adaptive Hedged Multi-Asset Income ETFRead Desk		1.37%	12.67%	−1.9%	0.0%	−0.3%	+9.8%	new	−7.6%	$74M

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

Cards for this view

AMAX vs VIG

AMAX

Adaptive Hedged Multi-Asset Income

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureAMAXVIG

Fee1.37%0.04%

Cost on $10k a year$137$4

Yield12.67%1.49%

5 years, per year[…]+10.3%

3 years, per year+9.8%+18.9%

Worst drop · 1Y−7.6%−7.9%

Volatility · 1Y12.5%10.8%

3–2measures won
VIG first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AMAX, VIG

Today

0.0%most shared, AMAX and VIG

AMAXVIG

AMAX—0.0%

VIG0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,130most kept, AMAX

AMAX$1,267 − $137 = $1,130

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee