CDX vs VIG

ACDX

BVIG

Measures won3–2CDX wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income8.28%CDX · $828 on $10k

Smallest drop−5.2%CDX · worst fall in 1Y

Held in common9.9%CDX and VIG

CDX

VIG

Simplify High Yield ETF · $302MVanguard Dividend Appreciation ETF · $109B

+6.4%3 years · per year$12,041 · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.50%Expense ratio$50 · $4 on $10k · lower wins0.04%

8.28%12-mo yield$828 · $144 on $10k1.44%

−5.2%Worst dropSmaller wins−7.9%

6.2%VolatilityLower wins10.2%

3–2CDX wins

$10,000 · 5 yearsOne scale

Shared top holdingsCDX · VIG

0.3%ACN0.5%

0.3%MRSH0.4%

0.3%INTU0.3%

0.3%MA2.0%

Held in common9.9%

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ACDX	Simplify High Yield ETFRead Desk		0.50%	8.28%	+0.1%	−4.0%	−4.2%	+6.4%	new	−5.2%	$302M

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ACDX	Simplify High Yield ETFRead Desk		0.50%	8.28%	+0.1%	−4.0%	−4.2%	+6.4%	new	−5.2%	$302M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CDX vs VIG

CDX

Simplify High Yield

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureCDXVIG

Fee0.50%0.04%

Cost on $10k a year$50$4

Yield8.28%1.44%

5 years, per year[…]+11.2%

3 years, per year+6.4%+20.6%

Worst drop · 1Y−5.2%−7.9%

Volatility · 1Y6.2%10.2%

3–2measures won
CDX first

9.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CDX, VIG

Today

9.9%most shared, CDX and VIG

CDXVIG

CDX—9.9%

VIG9.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$778most kept, CDX

CDX$828 − $50 = $778

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee