CFA vs VIG

ACFA

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · CFA $14,358

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.1%CFA · worst fall in 1Y

Held in common27.7%CFA and VIG

CFA

VIG

VictoryShares US 500 Volatility Wtd ETF · $538MVanguard Dividend Appreciation ETF · $109B

+16.6%3 years · per year$15,869 · $16,814+18.9%

+7.5%5 years · per year$14,358 · $16,331+10.3%

0.38%Expense ratio$38 · $4 on $10k · lower wins0.04%

1.22%12-mo yield$122 · $149 on $10k1.49%

−7.1%Worst dropSmaller wins−7.9%

11.0%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsCFA · VIG

0.4%PG1.5%

0.3%MCD0.7%

0.3%KO1.5%

0.3%COST1.8%

Held in common27.7%

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	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk		0.38%	1.22%	−2.6%	+11.3%	+13.9%	+16.6%	+7.5%	−7.1%	$538M

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	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk		0.38%	1.22%	−2.6%	+11.3%	+13.9%	+16.6%	+7.5%	−7.1%	$538M

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

CFA vs VIG

CFA

VictoryShares US 500 Volatility Wtd

$14,358

VIG

Vanguard Dividend Appreciation

$16,331

MeasureCFAVIG

Fee0.38%0.04%

Cost on $10k a year$38$4

Yield1.22%1.49%

5 years, per year+7.5%+10.3%

3 years, per year+16.6%+18.9%

Worst drop · 1Y−7.1%−7.9%

Volatility · 1Y11.0%10.8%

5–1measures won
VIG first

27.7%

holdings shared

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: CFA, VIG

Today

27.7%most shared, CFA and VIG

CFAVIG

CFA—27.7%

VIG27.7%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

CFA$122 − $38 = $84

KeptFee

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