CLOZ vs VIG

ACLOZ

BVIG

Measures won3–2CLOZ wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG

Lowest cost0.04%VIG · $4 on $10k

Most income7.17%CLOZ · $717 on $10k

Smallest drop−3.9%CLOZ · worst fall in 1Y

Held in common[…]CLOZ and VIG

CLOZ

VIG

Eldridge BBB-B CLO ETF · $660MVanguard Dividend Appreciation ETF · $109B

+8.1%3 years · per year$12,638 · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

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

7.17%12-mo yield$717 · $146 on $10k1.46%

−3.9%Worst dropSmaller wins−7.9%

3.6%VolatilityLower wins11.0%

3–2CLOZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsCLOZ · VIG

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

Held in common[…]

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ACLOZ	Eldridge BBB-B CLO ETFRead Desk		0.50%	7.17%	+0.1%	+2.9%	+4.0%	+8.1%	new	−3.9%	$660M

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ACLOZ	Eldridge BBB-B CLO ETFRead Desk		0.50%	7.17%	+0.1%	+2.9%	+4.0%	+8.1%	new	−3.9%	$660M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CLOZ vs VIG

CLOZ

Eldridge BBB-B CLO

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureCLOZVIG

Fee0.50%0.04%

Cost on $10k a year$50$4

Yield7.17%1.46%

5 years, per year[…]+10.7%

3 years, per year+8.1%+18.8%

Worst drop · 1Y−3.9%−7.9%

Volatility · 1Y3.6%11.0%

3–2measures won
CLOZ first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CLOZ, VIG

Today

[…]holdings […]

CLOZVIG

CLOZ—[…]

VIG[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$667most kept, CLOZ

CLOZ$717 − $50 = $667

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee