CDL vs CDC

ACDL

BCDC

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,332CDL · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income3.05%CDC · $305 on $10k

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

Held in common99.6%CDL and CDC

CDL

CDC

VictoryShares US Large Cap High Div Volatility Wtd ETF · $408MVictoryShares US EQ Income Enhanced Volatility Wtd ETF · $744M

+19.5%3 years · per year$17,046 · $15,563+15.9%

+10.3%5 years · per year$16,332 · $13,797+6.6%

0.38%Expense ratio$38 · $37 on $10k · lower wins0.37%

3.04%12-mo yield$304 · $305 on $10k3.05%

−7.9%Worst dropSmaller wins−7.9%

11.1%VolatilityLower wins11.1%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCDL · CDC

1.7%WEC1.7%

1.7%DUK1.7%

1.6%ED1.6%

1.6%EVRG1.6%

Held in common99.6%

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

All Three

5Y3 funds

#
1	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.04%	−1.5%	+20.4%	+23.9%	+19.5%	+10.3%	−7.9%	$408M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BCDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk	0.37%	3.05%	−1.5%	+20.5%	+23.9%	+15.9%	+6.6%	−7.9%	$744M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.04%	−1.5%	+20.4%	+23.9%	+19.5%	+10.3%	−7.9%	$408M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BCDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk	0.37%	3.05%	−1.5%	+20.5%	+23.9%	+15.9%	+6.6%	−7.9%	$744M

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

CDL vs CDC

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,332

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd

$13,797

MeasureCDLCDC

Fee0.38%0.37%

Cost on $10k a year$38$37

Yield3.04%3.05%

5 years, per year+10.3%+6.6%

3 years, per year+19.5%+15.9%

Worst drop · 1Y−7.9%−7.9%

Volatility · 1Y11.1%11.1%

2–2measures won
level

99.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

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: CDL, CDC, VUG

Today

99.6%most shared, CDL and CDC

CDLCDCVUG

CDL—99.6%0.5%

CDC99.6%—0.5%

VUG0.5%0.5%—

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

Income After Fees on $10,000

$268most kept, CDC

CDC$305 − $37 = $268

CDL$304 − $38 = $266

VUG$43 − $3 = $40

KeptFee

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