CLOA vs VIG

ACLOA

BVIG

Measures won3–2CLOA wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income4.74%CLOA · $474 on $10k

Smallest drop−0.2%CLOA · worst fall in 1Y

Held in common[…]CLOA and VIG

CLOA

VIG

iShares AAA CLO Active ETF · $2.8BVanguard Dividend Appreciation ETF · $109B

+6.2%3 years · per year$11,969 · $16,814+18.9%

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

0.20%Expense ratio$20 · $4 on $10k · lower wins0.04%

4.74%12-mo yield$474 · $149 on $10k1.49%

−0.2%Worst dropSmaller wins−7.9%

0.7%VolatilityLower wins10.8%

3–2CLOA wins

$10,000 · 5 yearsOne scale

Shared top holdingsCLOA · 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	ACLOA	iShares AAA CLO Active ETFRead Desk		0.20%	4.74%	0.0%	+4.1%	+4.9%	+6.2%	new	−0.2%	$2.8B

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	ACLOA	iShares AAA CLO Active ETFRead Desk		0.20%	4.74%	0.0%	+4.1%	+4.9%	+6.2%	new	−0.2%	$2.8B

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

CLOA vs VIG

CLOA

iShares AAA CLO Active

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureCLOAVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield4.74%1.49%

5 years, per year[…]+10.3%

3 years, per year+6.2%+18.9%

Worst drop · 1Y−0.2%−7.9%

Volatility · 1Y0.7%10.8%

3–2measures won
CLOA 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: CLOA, VIG

Today

[…]holdings […]

CLOAVIG

CLOA—[…]

VIG[…]—

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

Income After Fees on $10,000

$454most kept, CLOA

CLOA$474 − $20 = $454

VIG$149 − $4 = $145

KeptFee

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