CALI vs VIG

ACALI

BVIG

Measures won3–2CALI wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.47%CALI · $247 on $10k

Smallest drop−1.2%CALI · worst fall in 1Y

Held in common[…]CALI and VIG

CALI

VIG

iShares Short-Term California Muni Active ETF · $687MVanguard Dividend Appreciation ETF · $109B

+3.2%3 years · per year$11,000 · $16,814+18.9%

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

0.25%Expense ratio$25 · $4 on $10k · lower wins0.04%

2.47%12-mo yield$247 · $149 on $10k1.49%

−1.2%Worst dropSmaller wins−7.9%

0.9%VolatilityLower wins10.8%

3–2CALI wins

$10,000 · 5 yearsOne scale

Shared top holdingsCALI · VIG

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

Held in common[…]

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	ACALI	iShares Short-Term California Muni Active ETFRead Desk		0.25%	2.47%	+0.1%	+1.6%	+2.0%	+3.2%	new	−1.2%	$687M

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	ACALI	iShares Short-Term California Muni Active ETFRead Desk		0.25%	2.47%	+0.1%	+1.6%	+2.0%	+3.2%	new	−1.2%	$687M

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

CALI vs VIG

CALI

iShares Short-Term California Muni Active

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureCALIVIG

Fee0.25%0.04%

Cost on $10k a year$25$4

Yield2.47%1.49%

5 years, per year[…]+10.3%

3 years, per year+3.2%+18.9%

Worst drop · 1Y−1.2%−7.9%

Volatility · 1Y0.9%10.8%

3–2measures won
CALI first

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CALI, VIG

Today

[…]holdings […]

CALIVIG

CALI—[…]

VIG[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$222most kept, CALI

CALI$247 − $25 = $222

VIG$149 − $4 = $145

KeptFee

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