BALI vs VIG

ABALI

BVIG

Measures won3–2BALI wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income8.10%BALI · $810 on $10k

Smallest drop−6.7%BALI · worst fall in 1Y

Held in common40.4%BALI and VIG

BALI

VIG

iShares U.S. Large Cap Premium Income Active ETF · $1.5BVanguard Dividend Appreciation ETF · $109B

+19.6%3 years · per year$17,088 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%

8.10%12-mo yield$810 · $150 on $10k1.50%

−6.7%Worst dropSmaller wins−7.9%

11.4%VolatilityLower wins10.8%

3–2BALI wins

$10,000 · 5 yearsOne scale

Shared top holdingsBALI · VIG

5.8%MSFT4.9%

6.6%AAPL4.9%

1.9%AVGO4.3%

1.8%XOM3.0%

Held in common40.4%

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	ABALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk		0.35%	8.10%	+0.3%	+10.8%	+12.7%	+19.6%	new	−6.7%	$1.5B

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	ABALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk		0.35%	8.10%	+0.3%	+10.8%	+12.7%	+19.6%	new	−6.7%	$1.5B

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

BALI vs VIG

BALI

iShares U.S. Large Cap Premium Income Active

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureBALIVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield8.10%1.50%

5 years, per year[…]+10.2%

3 years, per year+19.6%+18.6%

Worst drop · 1Y−6.7%−7.9%

Volatility · 1Y11.4%10.8%

3–2measures won
BALI first

40.4%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: BALI, VIG

Today

40.4%most shared, BALI and VIG

BALIVIG

BALI—40.4%

VIG40.4%—

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

Income After Fees on $10,000

$775most kept, BALI

BALI$810 − $35 = $775

VIG$150 − $4 = $146

KeptFee

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