CHAT vs VIG

ACHAT

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.31%CHAT · $231 on $10k

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

Held in common7.9%CHAT and VIG

CHAT

VIG

Roundhill Generative AI & Technology ETF · $1.5BVanguard Dividend Appreciation ETF · $109B

+42.9%3 years · per year$29,167 · $17,533+20.6%

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

0.75%Expense ratio$75 · $4 on $10k · lower wins0.04%

2.31%12-mo yield$231 · $144 on $10k1.44%

−30.3%Worst dropSmaller wins−7.9%

42.8%VolatilityLower wins10.2%

2–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsCHAT · VIG

5.6%MSFT4.9%

3.0%AVGO4.3%

Held in common7.9%

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	ACHAT	Roundhill Generative AI & Technology ETFRead Desk		0.75%	2.31%	−1.8%	+23.5%	+11.3%	+42.9%	new	−30.3%	$1.5B

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	ACHAT	Roundhill Generative AI & Technology ETFRead Desk		0.75%	2.31%	−1.8%	+23.5%	+11.3%	+42.9%	new	−30.3%	$1.5B

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

CHAT vs VIG

CHAT

Roundhill Generative AI & Technology

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureCHATVIG

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield2.31%1.44%

5 years, per year[…]+11.2%

3 years, per year+42.9%+20.6%

Worst drop · 1Y−30.3%−7.9%

Volatility · 1Y42.8%10.2%

3–2measures won
VIG first

7.9%

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: CHAT, VIG

Today

7.9%most shared, CHAT and VIG

CHATVIG

CHAT—7.9%

VIG7.9%—

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

Income After Fees on $10,000

$156most kept, CHAT

CHAT$231 − $75 = $156

VIG$144 − $4 = $140

KeptFee

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