ARMS vs VIG

AARMS

BVIG

Measures won0–2VIG wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common[…]ARMS and VIG

ARMS

VIG

Aristotle Multi-Sector Income ETF · $5MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,369+20.2%

[…]5 years · per year[…] · $16,495+10.5%

0.59%Expense ratio$59 · $4 on $10k · lower wins0.04%

1.05%12-mo yield$105 · $147 on $10k1.47%

[…]Worst dropSmaller wins−7.9%

[…]VolatilityLower wins10.0%

0–2VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsARMS · VIG

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

Held in common[…]

End-of-day Nov 3, 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%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AARMS	Aristotle Multi-Sector Income ETFRead Desk	0.59%	1.05%	+0.1%	new	new	new	new	[…]	$5M

End-of-day Nov 3, 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%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AARMS	Aristotle Multi-Sector Income ETFRead Desk	0.59%	1.05%	+0.1%	new	new	new	new	[…]	$5M

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

Cards for this view

ARMS vs VIG

ARMS

Aristotle Multi-Sector Income

[…]

VIG

Vanguard Dividend Appreciation

$16,495

MeasureARMSVIG

Fee0.59%0.04%

Cost on $10k a year$59$4

Yield1.05%1.47%

5 years, per year[…]+10.5%

3 years, per year[…]+20.2%

Worst drop · 1Y[…]−7.9%

Volatility · 1Y[…]10.0%

2–0measures won
VIG first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ARMS, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

ARMSVIGSCHD

ARMS—[…][…]

VIG[…]—14.5%

SCHD[…]14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

ARMS$105 − $59 = $46

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee