CVY vs VIG

ACVY

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · CVY $14,419

Lowest cost0.04%VIG · $4 on $10k

Most income4.06%CVY · $406 on $10k

Smallest drop−7.4%CVY · worst fall in 1Y

Held in common1.6%CVY and VIG

CVY

VIG

Invesco Zacks Multi-Asset Income ETF · $119MVanguard Dividend Appreciation ETF · $109B

+15.2%3 years · per year$15,288 · $16,814+18.9%

+7.6%5 years · per year$14,419 · $16,331+10.3%

1.15%Expense ratio$115 · $4 on $10k · lower wins0.04%

4.06%12-mo yield$406 · $149 on $10k1.49%

−7.4%Worst dropSmaller wins−7.9%

10.6%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCVY · VIG

0.3%BNY0.4%

0.3%BAC1.6%

1.1%ALL0.2%

0.4%MET0.2%

Held in common1.6%

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	ACVY	Invesco Zacks Multi-Asset Income ETFRead Desk		1.15%	4.06%	−2.1%	+10.2%	+14.1%	+15.2%	+7.6%	−7.4%	$119M

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	ACVY	Invesco Zacks Multi-Asset Income ETFRead Desk		1.15%	4.06%	−2.1%	+10.2%	+14.1%	+15.2%	+7.6%	−7.4%	$119M

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

CVY vs VIG

CVY

Invesco Zacks Multi-Asset Income

$14,419

VIG

Vanguard Dividend Appreciation

$16,331

MeasureCVYVIG

Fee1.15%0.04%

Cost on $10k a year$115$4

Yield4.06%1.49%

5 years, per year+7.6%+10.3%

3 years, per year+15.2%+18.9%

Worst drop · 1Y−7.4%−7.9%

Volatility · 1Y10.6%10.8%

3–3measures won
level

1.6%

holdings shared

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: CVY, VIG

Today

1.6%most shared, CVY and VIG

CVYVIG

CVY—1.6%

VIG1.6%—

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

Income After Fees on $10,000

$291most kept, CVY

CVY$406 − $115 = $291

VIG$149 − $4 = $145

KeptFee

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