CLOA vs VIG

ACLOA

BVIG

Measures won3–2CLOA wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · SGOV $12,090

Lowest cost0.04%VIG · $4 on $10k

Most income4.74%CLOA · $474 on $10k

Smallest drop0.0%SGOV · 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$11,974 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

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

4.74%12-mo yield$474 · $150 on $10k1.50%

−0.2%Worst dropSmaller wins−7.9%

0.7%VolatilityLower wins10.8%

3–2CLOA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCLOA · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	ACLOA	iShares AAA CLO Active ETFRead Desk	0.20%	4.74%	0.0%	+4.1%	+5.0%	+6.2%	new	−0.2%	$2.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	ACLOA	iShares AAA CLO Active ETFRead Desk	0.20%	4.74%	0.0%	+4.1%	+5.0%	+6.2%	new	−0.2%	$2.8B

End-of-day Nov 6, 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

$16,243

MeasureCLOAVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield4.74%1.50%

5 years, per year[…]+10.2%

3 years, per year+6.2%+18.6%

Worst drop · 1Y−0.2%−7.9%

Volatility · 1Y0.7%10.8%

3–2measures won
CLOA first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: CLOA, VIG, SGOV

Today

[…]holdings […]

CLOAVIGSGOV

CLOA—[…][…]

VIG[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$454most kept, CLOA

CLOA$474 − $20 = $454

SGOV$363 − $9 = $354

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee