ASGM vs VIG

AASGM

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income3.90%ASGM · $390 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%ASGM and VIG

ASGM

VIG

Virtus ETF Trust II - Virtus AlphaSimplex Global Macro ETF · $10MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,814+18.9%

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

0.86%Expense ratio$86 · $4 on $10k · lower wins0.04%

3.90%12-mo yield$390 · $149 on $10k1.49%

−8.3%Worst dropSmaller wins−7.9%

17.0%VolatilityLower wins10.8%

1–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsASGM · 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	AASGM	Virtus ETF Trust II - Virtus AlphaSimplex Global Macro ETFRead Desk		0.86%	3.90%	−3.4%	+15.7%	+18.8%	new	new	−8.3%	$10M

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	AASGM	Virtus ETF Trust II - Virtus AlphaSimplex Global Macro ETFRead Desk		0.86%	3.90%	−3.4%	+15.7%	+18.8%	new	new	−8.3%	$10M

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

ASGM vs VIG

ASGM

Virtus ETF Trust II - Virtus AlphaSimplex Global Macro

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureASGMVIG

Fee0.86%0.04%

Cost on $10k a year$86$4

Yield3.90%1.49%

5 years, per year[…]+10.3%

3 years, per year[…]+18.9%

Worst drop · 1Y−8.3%−7.9%

Volatility · 1Y17.0%10.8%

3–1measures 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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ASGM, VIG

Today

0.0%most shared, ASGM and VIG

ASGMVIG

ASGM—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

$304most kept, ASGM

ASGM$390 − $86 = $304

VIG$149 − $4 = $145

KeptFee

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