CLSM vs VIG

ACLSM

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · CLSM $10,488

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common0.0%CLSM and VIG

CLSM

VIG

ETC Cabana Target Leading Sector Moderate ETF · $94MVanguard Dividend Appreciation ETF · $109B

+11.4%3 years · per year$13,808 · $17,533+20.6%

+1.0%5 years · per year$10,488 · $17,005+11.2%

0.13%Expense ratio$13 · $4 on $10k · lower wins0.04%

0.78%12-mo yield$78 · $144 on $10k1.44%

−8.5%Worst dropSmaller wins−7.9%

15.4%VolatilityLower wins10.2%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsCLSM · VIG

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

Held in common0.0%

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	ACLSM	ETC Cabana Target Leading Sector Moderate ETFRead Desk		0.13%	0.78%	+0.5%	+15.6%	+15.1%	+11.4%	+1.0%	−8.5%	$94M

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	ACLSM	ETC Cabana Target Leading Sector Moderate ETFRead Desk		0.13%	0.78%	+0.5%	+15.6%	+15.1%	+11.4%	+1.0%	−8.5%	$94M

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

CLSM vs VIG

CLSM

ETC Cabana Target Leading Sector Moderate

$10,488

VIG

Vanguard Dividend Appreciation

$17,005

MeasureCLSMVIG

Fee0.13%0.04%

Cost on $10k a year$13$4

Yield0.78%1.44%

5 years, per year+1.0%+11.2%

3 years, per year+11.4%+20.6%

Worst drop · 1Y−8.5%−7.9%

Volatility · 1Y15.4%10.2%

6–0measures won
VIG first

0.0%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CLSM, VIG

Today

0.0%most shared, CLSM and VIG

CLSMVIG

CLSM—0.0%

VIG0.0%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

CLSM$78 − $13 = $65

KeptFee

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