CAIE vs VIG5YCAIECAIEAvsBVIGVIGCalamos Autocallable Income ETF · $1.5BVanguard Dividend Appreciation ETF · $109BReturns · dividends in[…]3 years · per year[…] · $16,797+18.9%[…]5 years · per year[…] · $16,513+10.6%Cost and income0.74%Expense ratio$74 · $4 on $10k · lower wins0.04%14.77%12-mo yield$1,477 · $145 on $10k1.45%Risk · 1 year−7.7%End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2ACAIECalamos Autocallable Income ETFReadDesk0.74%14.77%−0.4%+9.2%+9.5%newnew−7.7%$1.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2ACAIECalamos Autocallable Income ETFReadDesk0.74%14.77%−0.4%+9.2%+9.5%newnew−7.7%$1.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in CAIE, VIG5Y$10k startVIG $16.5kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CAIE, VIGToday0.0%most shared, CAIE and VIGCAIEVIGCAIE—0.0%VIG0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CAIE vs VIG5YACAIECalamos Autocallable Income[…]vsVIGBVanguard Dividend Appreciation$16,513MeasureCAIEVIGFee0.74%0.04%Cost on $10k a year$74$4Yield14.77%1.45%5 years, per year[…]+10.6%3 years, per year[…]+18.9%Worst drop · 1Y−7.7%−7.9%Volatility · 1Y11.8%11.0%
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.9%+16.0%+19.9%Year to date+16.0%1.8%Yield1.4%$46.0BAssets$109B2–0DGRO winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: CAIE, VIGToday0.0%most shared, CAIE and VIGCAIEVIGCAIE—0.0%VIG0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,403most kept, CAIECAIE$1,477 − $74 = $1,403VIG$145 − $4 = $141KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee