ATCL vs DGRO

AATCL

BDGRO

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income9.67%ATCL · $967 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common[…]ATCL and DGRO

ATCL

DGRO

REX Autocallable Income ETF · $44MiShares Core Dividend Growth ETF · $44.7B

[…]3 years · per year[…] · $17,571+20.7%

[…]5 years · per year[…] · $17,131+11.4%

0.65%Expense ratio$65 · $8 on $10k · lower wins0.08%

9.67%12-mo yield$967 · $184 on $10k1.84%

[…]Worst dropSmaller wins−6.5%

[…]VolatilityLower wins10.3%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsATCL · DGRO

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

Held in common[…]

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	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AATCL	REX Autocallable Income ETFRead Desk	0.65%	9.67%	+2.1%	new	new	new	new	[…]	$44M

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	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$44.7B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AATCL	REX Autocallable Income ETFRead Desk	0.65%	9.67%	+2.1%	new	new	new	new	[…]	$44M

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

ATCL vs DGRO

ATCL

REX Autocallable Income

[…]

DGRO

iShares Core Dividend Growth

$17,131

MeasureATCLDGRO

Fee0.65%0.08%

Cost on $10k a year$65$8

Yield9.67%1.84%

5 years, per year[…]+11.4%

3 years, per year[…]+20.7%

Worst drop · 1Y[…]−6.5%

Volatility · 1Y[…]10.3%

1–1measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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: ATCL, DGRO, VIG

Today

68.2%most shared, DGRO and VIG

ATCLDGROVIG

ATCL—[…][…]

DGRO[…]—68.2%

VIG[…]68.2%—

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

Income After Fees on $10,000

$902most kept, ATCL

ATCL$967 − $65 = $902

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

KeptFee

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