AOR vs VIG

AAOR

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · AOR $13,361

Lowest cost0.04%VIG · $4 on $10k

Most income2.70%AOR · $270 on $10k

Smallest drop−6.6%AOR · worst fall in 1Y

Held in common16.0%AOR and VIG

AOR

VIG

iShares Core 60/40 Balanced Allocation ETF · $3.9BVanguard Dividend Appreciation ETF · $109B

+14.8%3 years · per year$15,145 · $16,814+18.9%

+6.0%5 years · per year$13,361 · $16,331+10.3%

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

2.70%12-mo yield$270 · $149 on $10k1.49%

−6.6%Worst dropSmaller wins−7.9%

9.6%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAOR · VIG

2.6%AAPL4.9%

2.1%MSFT4.9%

0.8%AVGO4.3%

0.6%LLY4.1%

Held in common16.0%

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	AAOR	iShares Core 60/40 Balanced Allocation ETFRead Desk		0.20%	2.70%	−2.3%	+5.2%	+6.9%	+14.8%	+6.0%	−6.6%	$3.9B

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	AAOR	iShares Core 60/40 Balanced Allocation ETFRead Desk		0.20%	2.70%	−2.3%	+5.2%	+6.9%	+14.8%	+6.0%	−6.6%	$3.9B

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

AOR vs VIG

AOR

iShares Core 60/40 Balanced Allocation

$13,361

VIG

Vanguard Dividend Appreciation

$16,331

MeasureAORVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield2.70%1.49%

5 years, per year+6.0%+10.3%

3 years, per year+14.8%+18.9%

Worst drop · 1Y−6.6%−7.9%

Volatility · 1Y9.6%10.8%

3–3measures won
level

16.0%

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: AOR, VIG

Today

16.0%most shared, AOR and VIG

AORVIG

AOR—16.0%

VIG16.0%—

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

Income After Fees on $10,000

$250most kept, AOR

AOR$270 − $20 = $250

VIG$149 − $4 = $145

KeptFee

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