AMAX vs VIG

AAMAX

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income12.56%AMAX · $1,256 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%AMAX and VIG

AMAX

VIG

Adaptive Hedged Multi-Asset Income ETF · $72MVanguard Dividend Appreciation ETF · $109B

+9.8%3 years · per year$13,229 · $16,775+18.8%

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

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

12.56%12-mo yield$1,256 · $146 on $10k1.46%

−7.6%Worst dropSmaller wins−7.9%

12.6%VolatilityLower wins11.0%

2–3VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAMAX · VIG

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

Held in common0.0%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AAMAX	Adaptive Hedged Multi-Asset Income ETFRead Desk	1.37%	12.56%	+0.8%	+0.8%	+0.3%	+9.8%	new	−7.6%	$72M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AAMAX	Adaptive Hedged Multi-Asset Income ETFRead Desk	1.37%	12.56%	+0.8%	+0.8%	+0.3%	+9.8%	new	−7.6%	$72M

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

AMAX vs VIG

AMAX

Adaptive Hedged Multi-Asset Income

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureAMAXVIG

Fee1.37%0.04%

Cost on $10k a year$137$4

Yield12.56%1.46%

5 years, per year[…]+10.7%

3 years, per year+9.8%+18.8%

Worst drop · 1Y−7.6%−7.9%

Volatility · 1Y12.6%11.0%

3–2measures won
VIG first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

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

Overlap: AMAX, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

AMAXVIGSCHD

AMAX—0.0%0.0%

VIG0.0%—14.5%

SCHD0.0%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,119most kept, AMAX

AMAX$1,256 − $137 = $1,119

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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