AOK vs VIG

AAOK

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,243VIG · AOK $11,708

Lowest cost0.04%VIG · $4 on $10k

Most income3.53%AOK · $353 on $10k

Smallest drop−4.5%AOK · worst fall in 1Y

Held in common7.7%AOK and VIG

AOK

VIG

iShares Core 30/70 Conservative Allocation ETF · $851MVanguard Dividend Appreciation ETF · $109B

+10.0%3 years · per year$13,310 · $16,669+18.6%

+3.2%5 years · per year$11,708 · $16,243+10.2%

0.20%Expense ratio$20 · $4 on $10k · lower wins0.04%

3.53%12-mo yield$353 · $150 on $10k1.50%

−4.5%Worst dropSmaller wins−7.9%

6.3%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAOK · VIG

1.3%AAPL4.9%

1.0%MSFT4.9%

0.4%AVGO4.3%

0.3%LLY4.1%

Held in common7.7%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AAOK	iShares Core 30/70 Conservative Allocation ETFRead Desk		0.20%	3.53%	0.0%	+3.2%	+3.9%	+10.0%	+3.2%	−4.5%	$851M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AAOK	iShares Core 30/70 Conservative Allocation ETFRead Desk		0.20%	3.53%	0.0%	+3.2%	+3.9%	+10.0%	+3.2%	−4.5%	$851M

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

AOK vs VIG

AOK

iShares Core 30/70 Conservative Allocation

$11,708

VIG

Vanguard Dividend Appreciation

$16,243

MeasureAOKVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield3.53%1.50%

5 years, per year+3.2%+10.2%

3 years, per year+10.0%+18.6%

Worst drop · 1Y−4.5%−7.9%

Volatility · 1Y6.3%10.8%

3–3measures won
level

7.7%

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%

$44.7BAssets$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

Overlap: AOK, VIG

Today

7.7%most shared, AOK and VIG

AOKVIG

AOK—7.7%

VIG7.7%—

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

Income After Fees on $10,000

$333most kept, AOK

AOK$353 − $20 = $333

VIG$150 − $4 = $146

KeptFee

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